Westmount Partners, LLC More: the full row for Westmount Partners, LLC 23,906 $1.67M 0.42% -1,059 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 23,822 $1.66M <0.01% -849 13F-HR Timeline Group Shearwater Capital LLC More: the full row for Shearwater Capital LLC 23,472 $1.64M 0.94% +2 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 23,439 $1.63M 0.74% -651 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 23,298 $1.62M 0.49% +2,677 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 23,263 $1.62M 0.18% +16,039 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 23,123 $1.61M 0.02% -1,823 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 22,906 $1.6M 0.48% -345 13F-HR Timeline WMS Group LLC More: the full row for WMS Group LLC 22,822 $1.59M 2.02% 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 22,811 $1.59M 0.15% -20,114 13F-HR Timeline Group Alliance Wealth Strategies, LLC d/b/a B… More: the full row for Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 22,685 $1.58M 1.48% 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 22,381 $1.56M 0.03% new 13F-HR Timeline Group Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 22,331 $1.56M 0.12% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 22,224 $1.55M 0.01% -990 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 22,131 $1.54M 0.03% 0 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 22,080 $1.54M 0.75% -50 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 21,219 $1.48M 0.13% -416 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 21,157 $1.47M 0.03% -1,402 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 21,011 $1.46M 0.37% +5,502 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 20,950 $1.46M 1.36% -2,389 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. 20,794 $1.45M 0.03% +1,372 13F-HR Timeline Group Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 20,685 $1.44M 0.16% -15 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 20,220 $1.41M 0.46% +9,806 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 19,901 $1.39M 0.46% -114 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 19,467 $1.36M 0.98% 0 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 19,380 $1.35M 0.17% +1,949 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 19,336 $1.35M 0.48% +1,169 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 19,119 $1.33M 1.24% -333 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 19,098 $1.33M 0.67% +46 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 19,085 $1.33M 0.01% -45 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 18,997 $1.32M 0.06% +4,841 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 18,992 $1.32M 0.19% -24,147 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 18,764 $1.31M 0.64% -80 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 18,657 $1.3M 1.04% 0 13F-HR Timeline Donalies Financial Planning, LLC More: the full row for Donalies Financial Planning, LLC 18,530 $1.29M 1.1% 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 18,529 $1.29M 0.1% -11 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 18,354 $1.28M 0.33% +222 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 18,326 $1.28M 0.71% +211 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 18,250 $1.27M 0.44% -2,090 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 17,001 $1.27M 0.04% new 13F-HR Timeline Group Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 18,153 $1.26M 0.19% +43 13F-HR Timeline E6 Portfolios, LLC More: the full row for E6 Portfolios, LLC 17,881 $1.25M 1.42% 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 17,766 $1.24M 0.02% -1,125 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 17,625 $1.23M 0.13% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 17,607 $1.23M 0.36% +182 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 17,463 $1.22M 0.13% +3 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 17,419 $1.21M 0.02% +674 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 17,359 $1.21M 0.15% +1,235 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 17,140 $1.19M 0.05% -1,581 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 17,052 $1.19M 0.03% +8,774 13F-HR Timeline Group Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 17,022 $1.19M 0.12% +4,245 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 17,011 $1.19M 0.09% -271 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 16,796 $1.17M <0.01% +1,992 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 16,787 $1.17M 0.08% -235 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 16,610 $1.16M 0.8% -229 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 16,477 $1.15M 0.2% +10,779 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 16,452 $1.15M 0.51% +2 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 16,065 $1.12M 0.08% +1,403 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 16,036 $1.12M 0.1% -429 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 16,022 $1.12M 0.37% +1 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 14,986 $1.1M 0.19% 0 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 15,589 $1.09M 0.02% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 15,527 $1.08M 0.03% -1,575 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 15,475 $1.08M 0.75% +1,072 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 15,404 $1.07M 0.3% -394 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 15,295 $1.07M 0.12% +26 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 15,127 $1.05M 0.04% new 13F-HR Timeline SEMITAM BONAM LLC More: the full row for SEMITAM BONAM LLC 15,084 $1.05M 0.88% +1,527 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 14,098 $1.05M 0.1% +39 13F-HR Timeline marrick wealth, LLC More: the full row for marrick wealth, LLC 14,845 $1.03M 0.85% 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 14,635 $1.02M <0.01% new 13F-HR Timeline Group John A. Wolfe & Associates, Inc. More: the full row for John A. Wolfe & Associates, Inc. 14,633 $1.02M 0.55% 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 14,447 $1.01M 0.33% -4,775 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 14,374 $1M <0.01% +34 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 14,117 $984K 0.02% -843 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 14,049 $979K 0.04% +5,833 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 14,017 $977K 0.74% +5,524 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 13,970 $973K 0.04% -13,969 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 13,753 $958K 0.03% +5 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 13,704 $955K 0.01% +1,612 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 13,566 $945K 0.26% +514 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 13,483 $939K 0.03% +1,356 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 13,171 $918K 0.25% +374 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 13,093 $912K <0.01% -294 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 13,041 $909K 0.02% +12 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 12,921 $900K 0.04% +29 13F-HR Timeline Northwest Wealth Advisors, LLC More: the full row for Northwest Wealth Advisors, LLC 12,909 $899K 0.7% 13F-HR Timeline Smith Partners Wealth Management, LLC More: the full row for Smith Partners Wealth Management, LLC 12,703 $885K 0.81% 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 12,521 $872K 0.31% 0 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 12,400 $864K <0.01% -45,000 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 12,166 $848K 0.04% +3,944 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 12,127 $845K 0.5% 0 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 12,091 $842K <0.01% +122 13F-HR Timeline Group IFG Advisors, LLC More: the full row for IFG Advisors, LLC 12,090 $842K 0.14% +25 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 12,010 $837K <0.01% +463 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 12,006 $836K 0.23% new 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 11,981 $835K 0.24% -1,085 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 11,781 $821K 0.03% -131 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 11,627 $810K 0.06% +2,277 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 11,156 $809K 0.02% 0 13F-HR Timeline CAMBRIDGE CAPITAL MANAGEMENT, LLC More: the full row for CAMBRIDGE CAPITAL MANAGEMENT, LLC 11,566 $806K 0.36% +480 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 11,672 $805K <0.01% -50 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 11,544 $804K 0.01% +6,660 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 11,536 $804K 0.01% +6,081 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 11,488 $800K 0.42% 0 13F-HR Timeline BCO Wealth Management LLC More: the full row for BCO Wealth Management LLC 11,468 $799K 0.49% -312 13F-HR Timeline 25 LLC More: the full row for 25 LLC 11,078 $772K 0.24% +21 13F-HR Timeline Porter White Investment Advisors, Inc. More: the full row for Porter White Investment Advisors, Inc. 11,054 $770K 0.32% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 10,955 $763K <0.01% 0 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 10,919 $761K 0.02% +3,546 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 10,855 $756K 0.01% 0 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 10,823 $754K 0.01% +31 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 10,748 $749K <0.01% 0 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 10,727 $747K 0.42% +29 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 10,607 $739K 0.06% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 10,251 $714K 0.1% 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 10,189 $710K 0.04% -3,806 13F-HR Timeline Group Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 10,130 $706K 0.39% +712 13F-HR Timeline Graver Capital Management, LLC More: the full row for Graver Capital Management, LLC 10,020 $698K 0.55% -406 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 10,006 $697K 0.05% +29 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 9,825 $685K 0.09% -300 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 9,803 $683K 0.06% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 9,761 $680K 0.02% +1,633 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 9,633 $671K 0.04% +226 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 9,573 $667K 0.35% -234 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 9,531 $664K 0.06% -100 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 9,437 $657K 0.09% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 9,421 $656K 0.17% -89 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 9,418 $656K 0.13% +1,594 13F-HR Timeline PLANWISER FINANCIAL, LLC More: the full row for PLANWISER FINANCIAL, LLC 8,680 $654K 0.49% +344 13F-HR/A Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 9,300 $648K 0.01% +643 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 9,278 $646K 0.09% 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 9,260 $645K 0.03% new 13F-HR Timeline Group Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 9,188 $640K 0.07% -500 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 9,144 $637K 0.31% +1,539 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 9,095 $634K 0.43% +2,325 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 9,007 $628K 0.19% -29 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 8,965 $625K 0.15% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 8,952 $624K 0.01% 0 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 8,943 $623K <0.01% 0 13F-HR Timeline Group SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 8,927 $622K 0.28% +436 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 8,912 $621K <0.01% -913 13F-HR Timeline Group Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 8,909 $621K 0.13% +99 13F-HR Timeline PEAVINE CAPITAL, LLC More: the full row for PEAVINE CAPITAL, LLC 8,891 $619K 0.13% 0 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 8,883 $619K 0.13% -724 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 8,877 $618K 0.33% 0 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 8,842 $616K <0.01% +2,270 13F-HR Timeline Group MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 8,799 $613K 0.15% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 8,798 $613K 0.02% -79 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 8,782 $612K 0.02% +18 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 8,670 $604K 0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 8,560 $596K 0.04% -630 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 8,531 $594K 0.24% +1,136 13F-HR Timeline KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 8,422 $587K 0.3% -487 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 8,415 $586K 0.06% -1,177 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 8,404 $586K 0.1% -797 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 8,356 $582K 0.47% +122 13F-HR Timeline FORTERIS WEALTH MANAGEMENT INC. More: the full row for FORTERIS WEALTH MANAGEMENT INC. 8,348 $582K 0.57% 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 8,073 $562K 0.11% +1,857 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 8,046 $561K 0.04% +3,981 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 8,020 $559K 0.07% +106 13F-HR Timeline Group Sensenig Capital Advisors, Inc More: the full row for Sensenig Capital Advisors, Inc 7,966 $555K 0.56% 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 7,746 $540K 0.01% +140 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 7,712 $537K 0.11% -29 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 7,455 $519K 0.21% -173 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 7,419 $517K 0.26% 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 7,374 $514K 0.11% -140 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 7,308 $509K 0.34% +411 13F-HR Timeline Prism Planning Partners LLC More: the full row for Prism Planning Partners LLC 7,294 $508K 0.57% 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 7,182 $500K <0.01% +539 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 7,084 $494K 0.48% 13F-HR Timeline Aznar Financial Advisors, LLC More: the full row for Aznar Financial Advisors, LLC 6,987 $487K 0.47% 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 6,924 $482K 0.06% +2,190 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 6,785 $473K <0.01% +1,257 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 6,488 $473K 0.37% -374 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 6,779 $472K 0.37% 0 13F-HR Timeline Vigil Wealth Management, LLC More: the full row for Vigil Wealth Management, LLC 6,763 $471K 0.39% 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 6,758 $471K 0.05% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 6,747 $470K 0.26% +23 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 6,737 $469K 0.13% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 6,702 $467K 0.01% +765 13F-HR Timeline Vistica Wealth Advisors, LLC More: the full row for Vistica Wealth Advisors, LLC 6,677 $465K 0.46% 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 6,573 $458K 0.11% 0 13F-HR Timeline Approach Retirement Advisors, LLC More: the full row for Approach Retirement Advisors, LLC 6,554 $457K 0.39% 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 6,500 $453K 0.25% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 6,488 $452K 0.01% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 6,457 $450K 0.01% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 6,410 $447K 0.01% 0 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 6,393 $445K 0.02% 0 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 6,372 $444K 0.37% -29 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,343 $442K 0.04% +1,200 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 6,343 $442K 0.13% 0 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 6,305 $439K 0.03% -2,862 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 6,253 $436K 0.18% +18 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 6,220 $433K 0.18% +118 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 6,192 $431K 0.1% -195 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 6,140 $428K 0.02% +897 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 6,076 $423K 0.07% 0 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 6,065 $423K 0.1% 0 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 6,046 $421K 0.01% -1,291 13F-HR Timeline Group