Vann Equity Management LLC More: the full row for Vann Equity Management LLC 13,451 $5.08M 3.09% -1,363 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 13,438 $5.08M 1.28% +2,982 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 13,430 $5.07M 1.66% +2,026 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 13,415 $5.07M 0.53% +3,380 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 13,007 $5.06M 0.69% +848 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 13,384 $5.06M 0.8% +306 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 13,374 $5.05M 1.89% -939 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 13,364 $5.05M 1.14% -87 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 13,345 $5.04M 2% -516 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 13,342 $5.04M 1.06% -1,758 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 13,324 $5.03M 2.31% -342 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 13,292 $5.02M 1.57% -310 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 13,266 $5.01M 0.5% +380 13F-HR Timeline Group Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 13,256 $5.01M 2.73% -231 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 13,241 $5M 0.86% +1,184 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 13,229 $5M 1.12% +3,804 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 13,220 $4.99M 0.25% +682 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 13,218 $4.99M 3.05% -1,508 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 13,211 $4.99M 0.74% -22,590 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 13,170 $4.97M 2.17% -414 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 13,150 $4.97M 3.08% -800 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 13,149 $4.97M 1.34% -1,307 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 13,130 $4.96M 0.9% +225 13F-HR Timeline Samara Investment Management, LLC More: the full row for Samara Investment Management, LLC 13,119 $4.96M 4.56% -67 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 13,113 $4.95M 1.62% +328 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 13,109 $4.95M 1.03% new 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 13,067 $4.94M 1.84% -8,692 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 13,041 $4.93M 0.8% +1,479 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 13,022 $4.92M 1.08% -8,752 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 13,021 $4.92M 0.8% +530 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 13,012 $4.92M 2.95% +9,489 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 12,989 $4.91M 0.6% +194 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 12,987 $4.91M 1.65% -352 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 12,747 $4.9M 0.12% +842 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 12,918 $4.88M 2.77% -66 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 12,888 $4.87M 1.18% +3,980 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 12,881 $4.87M 1.36% -620 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 12,832 $4.85M 0.06% +2,097 13F-HR Timeline Group Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 12,829 $4.85M 1.67% -248 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 12,825 $4.84M 1.43% -19 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 12,809 $4.84M 0.35% -1,685 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 12,785 $4.83M 1% +458 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 12,784 $4.83M 2.75% -251 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 12,759 $4.82M 1.74% -15 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 12,730 $4.81M 1.04% -671 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 12,713 $4.8M 1.43% -1,543 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 12,710 $4.8M 1% -509 13F-HR Timeline Boxwood Ventures, Inc. More: the full row for Boxwood Ventures, Inc. 12,876 $4.8M 2.86% 0 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 12,690 $4.79M 1.1% +5,804 13F-HR Timeline Group Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $4.79M 1.14% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Heritage Trust Co More: the full row for Heritage Trust Co 12,662 $4.78M 0.41% +2,880 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 12,644 $4.78M 3.05% +489 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 12,643 $4.78M 0.35% +1,670 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 12,642 $4.78M 0.14% +2,966 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 12,618 $4.77M 2.09% +165 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 12,593 $4.76M 0.45% +59 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 12,590 $4.76M 2.01% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 12,583 $4.75M 0.71% +1,704 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 12,576 $4.75M 2.8% -35 13F-HR Timeline Avanda Investment Management Pte. Ltd. More: the full row for Avanda Investment Management Pte. Ltd. 12,570 $4.75M 6.4% +3,410 13F-HR Timeline Baker Chad R More: the full row for Baker Chad R 12,570 $4.75M 0.77% +3,870 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 12,499 $4.72M 1.82% +57 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 12,451 $4.7M 0.89% -1,608 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 12,433 $4.7M 2.58% +99 13F-HR Timeline Markowski Investments More: the full row for Markowski Investments 12,425 $4.69M 1.03% 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 12,425 $4.69M 0.9% +1,002 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 12,395 $4.68M 0.8% +276 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 12,395 $4.68M 0.12% +1,975 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 12,390 $4.68M 1.51% -135 13F-HR Timeline Group MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 12,380 $4.68M 0.32% +9,998 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 12,380 $4.68M 0.63% +724 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 12,375 $4.67M 1% -1 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 12,366 $4.67M 0.55% -754 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 12,352 $4.67M 1.63% +478 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 12,325 $4.66M 0.62% 0 13F-HR/A Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 12,295 $4.64M 1.42% +8 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 12,294 $4.64M 0.36% +335 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 12,294 $4.64M 0.78% -776 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 12,260 $4.63M 1.25% +610 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 12,250 $4.63M 2.38% +55 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 12,243 $4.62M 0.06% +778 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 12,230 $4.62M 0.37% +2,280 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 12,198 $4.61M 0.58% -262 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 12,193 $4.61M 1.02% -2,526 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 12,172 $4.6M 3.42% +2,847 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 12,155 $4.59M 0.66% -408 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 12,148 $4.59M 0.6% +138 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 12,128 $4.58M 0.89% +877 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 12,110 $4.57M 1.96% -15 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 12,108 $4.57M 1.15% -553 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 12,093 $4.57M 0.06% +855 13F-HR Timeline Group FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 12,087 $4.57M 1.25% +2,191 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 12,077 $4.56M 1.42% -5,042 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 12,058 $4.55M 0.47% -462 13F-HR Timeline CV Advisors LLC More: the full row for CV Advisors LLC 12,054 $4.55M 0.86% +34 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 12,051 $4.55M 0.37% -2,367 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 12,023 $4.54M 2.49% +102 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 12,023 $4.54M 0.88% +180 13F-HR Timeline COMPASS CAPITAL MANAGEMENT, INC More: the full row for COMPASS CAPITAL MANAGEMENT, INC 12,004 $4.53M 0.27% +6,818 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 11,993 $4.53M 0.41% -439 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 11,976 $4.52M 0.34% +204 13F-HR Timeline Axecap Investments, LLC More: the full row for Axecap Investments, LLC 11,973 $4.52M 2.5% +5,799 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 11,945 $4.51M 2.26% -250 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 11,905 $4.5M 2.79% -37 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 11,877 $4.49M 0.29% +360 13F-HR Timeline United Bank More: the full row for United Bank 11,857 $4.48M 1.36% +2,786 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 11,829 $4.47M 1.08% -2,450 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 11,824 $4.47M 0.22% +498 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 11,816 $4.46M 1.03% +796 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 11,791 $4.45M 1.38% +8 13F-HR Timeline PENINSULA ASSET MANAGEMENT INC More: the full row for PENINSULA ASSET MANAGEMENT INC 11,786 $4.45M 2.13% +215 13F-HR Timeline LEGACY CAPITAL WEALTH MANAGEMENT, LLC More: the full row for LEGACY CAPITAL WEALTH MANAGEMENT, LLC 11,781 $4.45M 2.07% +878 13F-HR Timeline Axxion S.A. More: the full row for Axxion S.A. 11,770 $4.45M 0.32% 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 11,760 $4.44M 1.51% -322 13F-HR Timeline Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 11,743 $4.44M 2.62% +139 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 11,740 $4.43M 1.18% -147 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 11,732 $4.43M 0.32% +153 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 11,730 $4.43M 0.59% +894 13F-HR Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 11,722 $4.43M 3.05% 0 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 11,667 $4.41M 1.93% +615 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 11,663 $4.41M 0.28% +218 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 11,657 $4.4M 2.07% +297 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 11,650 $4.4M 1.32% +729 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 11,578 $4.37M 2.16% -255 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 11,568 $4.37M 0.83% +92 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 11,522 $4.35M 0.39% -91 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 11,518 $4.35M 3.53% +38 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 11,468 $4.33M 1.97% +2,096 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 11,456 $4.33M 0.79% +1,132 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 11,425 $4.32M 6% -406 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 11,405 $4.31M 0.87% -20 13F-HR Timeline Explore Capital Management, LLC More: the full row for Explore Capital Management, LLC 11,400 $4.31M 3.78% new 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 11,333 $4.28M 1.37% +7,841 13F-HR Timeline McLaughlin Asset Management, Inc. More: the full row for McLaughlin Asset Management, Inc. 11,266 $4.26M 3.27% +963 13F-HR/A Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 11,264 $4.25M 2.8% -283 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 11,239 $4.25M 2.05% -11,106 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 11,234 $4.24M 0.34% +1,397 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 11,217 $4.24M 3.23% -899 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 11,198 $4.23M 1.81% 0 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 11,177 $4.22M 1.97% +6,718 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 11,176 $4.22M 1.64% -195 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 11,166 $4.22M 1.1% -26 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 11,148 $4.21M 0.39% +9,703 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 11,111 $4.2M 0.21% +1,409 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 11,084 $4.19M 0.78% +24 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 11,068 $4.18M 2.16% +4,345 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 11,068 $4.18M 0.34% -526 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 11,045 $4.17M 2.09% -2,602 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 11,031 $4.17M 0.7% -54 13F-HR Timeline Regency Capital Management Inc.\DE More: the full row for Regency Capital Management Inc.\DE 10,989 $4.15M 1.65% new 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 10,985 $4.15M 0.28% +136 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 10,957 $4.14M 0.99% -1,363 13F-HR Timeline LFG Wealth Partners, LLC More: the full row for LFG Wealth Partners, LLC 10,908 $4.12M 1.93% +1,397 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 10,905 $4.12M 2.4% +1,250 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 10,901 $4.12M 0.18% +929 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 10,879 $4.11M 1.01% +473 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 10,876 $4.11M 1.09% +1,206 13F-HR/A Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 10,836 $4.09M 2.82% -232 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 10,818 $4.09M 2.63% +280 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 10,816 $4.09M 2.04% -936 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 10,801 $4.08M 0.94% -330 13F-HR Timeline Aubrey Capital Management Ltd More: the full row for Aubrey Capital Management Ltd 10,800 $4.08M 2.55% -2,880 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 10,779 $4.07M 1.76% -2,265 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 10,770 $4.07M 1.86% +4,648 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 10,769 $4.07M 1.05% -148 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 10,759 $4.06M 0.81% +17 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 10,758 $4.06M 0.62% -4,749 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 10,725 $4.05M 1.69% new 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 10,119 $4.05M 0.63% +100 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 10,696 $4.04M 0.62% -3,234 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 10,680 $4.04M 0.68% -12,151 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 10,680 $4.03M 1.11% -165 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 10,678 $4.03M 0.12% +6,386 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 10,674 $4.03M 1.72% -248 13F-HR Timeline Todd Wealth Management, LLC More: the full row for Todd Wealth Management, LLC 10,607 $4.01M 3.04% +97 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 10,601 $4M 0.35% -868 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 10,534 $3.98M 1.1% -1,739 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 10,519 $3.97M 0.42% +258 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 10,504 $3.97M 2.02% +247 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 10,503 $3.97M 0.58% +1,545 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 10,495 $3.96M 0.46% +222 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 10,485 $3.96M 0.79% +527 13F-HR Timeline SCHOLTZ & COMPANY, LLC More: the full row for SCHOLTZ & COMPANY, LLC 10,474 $3.96M 1.98% +5,865 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 10,464 $3.95M 0.42% +298 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 10,448 $3.95M 0.93% -114 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 10,401 $3.93M 0.28% +5,252 13F-HR Timeline Group Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 10,380 $3.92M 1.03% -41 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 10,369 $3.92M 0.45% -281 13F-HR Timeline Processus Wealth & Capital Management, … More: the full row for Processus Wealth & Capital Management, LLC 10,354 $3.91M 2.32% +434 13F-HR/A Timeline Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 10,349 $3.91M 12.56% -29 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 10,347 $3.91M 0.75% -62 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 10,319 $3.9M 3.34% -1,570 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 10,310 $3.89M 0.66% -160 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 10,299 $3.89M 0.36% +2,274 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 10,286 $3.89M 0.5% -2,665 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 10,266 $3.88M 0.2% +50 13F-HR Timeline Yukon Wealth Management, Inc. 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