FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 16,570 $1.16M 0.02% -2,525 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 16,395 $1.15M 0.05% +3,240 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 16,405 $1.15M 0.03% +167 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 15,539 $1.15M 0.09% +347 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 16,271 $1.14M 0.15% -180 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 16,203 $1.14M 0.02% -2,159 13F-HR/A Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 16,121 $1.13M 0.21% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 16,048 $1.13M 0.1% +676 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 16,028 $1.12M 0.08% -261 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 15,998 $1.12M 0.79% -493 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 15,875 $1.11M 0.09% -1,683 13F-HR Timeline Pacific Park Financial, Inc. More: the full row for Pacific Park Financial, Inc. 15,856 $1.11M 0.73% +7,134 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 15,815 $1.11M 0.05% -450 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 15,789 $1.11M 0.84% -112 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 15,682 $1.1M 0.39% -1,606 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 15,157 $1.1M 0.04% -1,136 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 15,619 $1.1M 0.39% +4,969 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 15,575 $1.09M 0.19% 0 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 15,107 $1.09M 0.27% +1,233 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 15,558 $1.09M 0.27% new 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 15,468 $1.09M 0.04% -1,873 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 15,314 $1.07M 0.04% -344 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 15,224 $1.07M 0.09% 0 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 15,208 $1.07M 0.04% -285 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 15,200 $1.07M 0.17% -774 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 15,159 $1.06M 0.45% +174 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 15,149 $1.06M 0.01% +5,397 13F-HR Timeline Group Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 15,017 $1.05M 0.39% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 15,001 $1.05M 0.02% -4,971 13F-HR Timeline Group LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 15,000 $1.05M 0.06% 0 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 14,992 $1.05M 0.2% 0 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 14,912 $1.05M 0.13% +456 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 14,895 $1.05M 0.02% +1,124 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 14,850 $1.04M 0.01% -315 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 14,837 $1.04M 0.24% +166 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 14,829 $1.04M 0.11% +475 13F-HR Timeline Cauble & Harre Wealth Management, Inc. More: the full row for Cauble & Harre Wealth Management, Inc. 14,180 $1.04M 0.83% 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 14,602 $1.02M 0.01% 0 13F-HR Timeline Group Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 14,598 $1.02M 0.05% 0 13F-HR Timeline Ayrshire Capital Management LLC More: the full row for Ayrshire Capital Management LLC 14,539 $1.02M 0.53% +3,409 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 14,500 $1.02M 0.01% +7,000 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 14,382 $1.01M 0.14% +1,777 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 14,299 $1M <0.01% +2,196 13F-HR Timeline Group Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 13,906 $976K 0.78% -2,170 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 13,897 $975K 0.05% +385 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 13,308 $970K 0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 13,794 $968K 0.16% -1,785 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 13,774 $967K 0.25% +19 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 13,577 $953K 0.33% new 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 13,573 $953K 0.05% -1,048 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 13,552 $951K 0.33% 0 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 13,473 $946K 0.54% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 13,290 $933K 0.02% -7,675 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 13,261 $931K 0.05% -213 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 13,255 $930K 0.04% +5,550 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 13,248 $930K 0.27% +303 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 13,208 $927K <0.01% +12,905 13F-HR Timeline Group Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 13,089 $919K 0.25% -113 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 13,085 $918K 0.54% -336 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 13,039 $913K 0.25% -472 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 13,002 $912K 0.73% 0 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 12,989 $912K 0.1% +69 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 12,526 $909K 0.19% 0 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 12,784 $897K 0.01% +58 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 12,771 $896K 0.49% -348 13F-HR/A Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 12,659 $888K 0.04% -1,152 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 12,579 $883K 0.05% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 12,477 $876K 0.02% +3,041 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 12,430 $873K 0.01% -1,818 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 12,344 $866K 0.19% -26 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 12,343 $866K 0.04% +2,542 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 12,227 $858K 0.11% +490 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 11,797 $856K 0.18% 0 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 12,195 $856K 0.1% 0 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 12,175 $854K 0.35% +354 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 12,157 $853K 0.11% +474 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 12,071 $847K 0.2% -102 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 12,037 $845K 0.41% +516 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 12,032 $844K 0.35% -73 13F-HR Timeline Gilbert Capital Group, Inc. More: the full row for Gilbert Capital Group, Inc. 12,024 $844K 0.65% 0 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 12,011 $843K 0.03% -473 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 11,988 $841K 0.05% -324 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 11,936 $838K 0.11% -902 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 11,928 $837K 0.75% +40 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 11,895 $835K 0.09% -51 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 11,758 $825K 0.1% +1,003 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 11,691 $821K 0.06% +80 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 11,682 $820K 0.02% new 13F-HR/A Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 11,681 $820K 0.03% +383 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 11,647 $817K 0.18% -3,199 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 11,632 $816K 0.04% -1,873 13F-HR Timeline TIAA group of 3 filers holding More: the full row for TIAA 11,620 $815K +300 Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 11,539 $810K 0.05% +572 13F-HR Timeline Group Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 11,428 $806K 0.34% +343 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 11,448 $803K 0.17% -201 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 11,424 $802K 0.01% +1,176 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 11,349 $796K <0.01% +6,874 13F-HR/A Timeline Group Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 11,346 $796K 0.24% +673 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 11,324 $794K 0.25% 0 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 11,300 $793K 0.34% -307 13F-HR Timeline Merited Wealth, LLC More: the full row for Merited Wealth, LLC 11,219 $787K 0.65% +1,215 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 11,080 $778K 0.04% +1,528 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 10,982 $771K 0.15% -16 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 10,859 $762K 0.15% -34 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 10,689 $750K 0.03% -903 13F-HR Timeline Guardian Capital, LLC More: the full row for Guardian Capital, LLC 10,685 $750K 0.72% +450 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 10,668 $749K 0.04% +7 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 10,656 $748K 0.08% -108 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 10,265 $747K 0.05% -750 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 10,636 $746K 0.02% -78 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 10,616 $745K 0.02% -2,917 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 10,578 $742K 0.03% +50 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 10,531 $739K 0.59% +2,606 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 10,518 $738K 0.05% -146 13F-HR Timeline Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 10,513 $738K 0.15% 0 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 10,457 $734K 0.34% +660 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 10,456 $734K 0.02% -1,316 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 10,426 $732K 0.09% +994 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 10,373 $728K 0.05% 0 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 10,371 $728K 0.02% +282 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 10,366 $727K 0.01% +121 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 10,335 $725K 0.54% -827 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 10,301 $723K 0.11% -497 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 10,247 $719K 0.1% 0 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 10,240 $719K 0.25% -17 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 10,228 $718K 0.01% -1,702 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 10,224 $718K 0.54% +18 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 10,115 $710K 0.24% -2,605 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 10,011 $707K 0.13% -58 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 10,025 $704K 0.01% 0 13F-HR Timeline Group Investment Research Partners LLC More: the full row for Investment Research Partners LLC 10,010 $702K 0.29% +860 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 4,822 $701K 0.13% new 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 9,974 $700K 0.01% new 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 9,900 $695K 0.06% +90 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 9,826 $690K 0.01% +6,340 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 9,822 $689K 0.01% +943 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 9,806 $688K 0.19% +1,408 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 9,768 $686K 0.47% -26 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 9,697 $681K 0.35% 0 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 9,635 $676K 0.22% +1,444 13F-HR/A Timeline CVFG LLC More: the full row for CVFG LLC 9,573 $672K 0.08% +2,978 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 9,521 $668K 0.23% +43 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 9,507 $667K 0.08% -755 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 9,115 $665K 0.01% -151 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 9,364 $657K 0.14% -1,032 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 9,274 $651K 0.02% +589 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 9,242 $649K 0.03% -17,261 13F-HR Timeline Group Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 9,230 $648K 0.47% +6,347 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 9,215 $647K 0.02% -1,451 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 9,147 $642K 0.62% +9,130 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 9,140 $641K 0.12% +4,500 13F-HR/A Timeline Pioneer Family Office, LLC More: the full row for Pioneer Family Office, LLC 9,130 $641K 0.41% -46,217 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 9,121 $640K 0.04% +1 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 9,123 $640K 0.1% -85 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 9,094 $638K 0.17% -131 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 9,079 $637K 0.46% -81 13F-HR Timeline City State Bank More: the full row for City State Bank 9,012 $632K 0.16% +1,565 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 8,602 $631K 0.14% -17,605 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 8,927 $626K 0.01% -3,199 13F-HR Timeline Group WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 8,899 $625K 0.22% +436 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 8,884 $623K 0.1% 0 13F-HR Timeline Vines Capital Management, LLC More: the full row for Vines Capital Management, LLC 8,789 $617K 0.61% +68 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 8,766 $615K 0.19% -535 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 8,664 $608K 0.07% -128 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 8,652 $607K 0.1% +2,165 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 8,650 $607K 0.18% new 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 8,640 $606K 0.1% -1,213 13F-HR Timeline Motley Fool Wealth Management, LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Wealth Management, LLC 8,633 $606K 0.07% -8,421 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 8,601 $604K 0.01% +217 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 8,590 $603K 0.3% +61 13F-HR/A Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 8,528 $598K 0.07% -206 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 8,475 $595K 0.03% -1,659 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 8,473 $595K 0.06% +274 13F-HR Timeline Fidelis Wealth Advisors LLC More: the full row for Fidelis Wealth Advisors LLC 8,455 $593K 0.86% +40 13F-HR Timeline ASL Financial, LLC More: the full row for ASL Financial, LLC 8,399 $589K 0.47% 0 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 8,382 $588K 0.09% -855 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 8,369 $587K 0.03% +375 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 8,287 $582K 0.03% +1,287 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 8,259 $580K <0.01% 0 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 8,252 $579K <0.01% +1,036 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 8,250 $579K 0.38% -313 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 8,239 $578K 0.15% +2 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 8,214 $576K 0.52% new 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 8,171 $573K 0.19% new 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 8,149 $572K 0.27% +1,222 13F-HR Timeline Hegarty Advisors, LLC More: the full row for Hegarty Advisors, LLC 8,148 $572K 0.45% +1,066 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 8,140 $571K 0.04% -2,348 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 8,120 $570K 2.59% -6,561 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 8,102 $569K 0.08% +53 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 8,073 $567K 0.18% +864 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 8,055 $565K 0.37% -22 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 8,000 $561K 0.48% +700 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 7,998 $561K 0.01% 0 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 7,967 $559K 0.2% -775 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 7,968 $559K 0.11% -1,372 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 7,952 $558K 0.04% +4,479 13F-HR Timeline Group Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 7,912 $555K 0.13% 0 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 7,861 $552K 0.37% new 13F-HR Timeline Bell Bank More: the full row for Bell Bank 7,856 $551K 0.02% -47 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 7,765 $545K 0.03% +564 13F-HR Timeline