Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 1,718 $797K 0.02% +499 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 1,712 $794K 0.01% 0 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 1,708 $792K 0.11% -12 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 1,706 $791K 0.39% +261 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 1,683 $780K <0.01% +1,210 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1,678 $778K 0.18% +82 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 1,671 $775K 0.31% -25 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,668 $773K 0.01% 0 13F-HR Timeline OMNI 360 Wealth, Inc. 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Advisory Services LLC 1,120 $519K 0.05% 0 13F-HR Timeline DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 1,120 $519K 0.27% 0 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 1,118 $518K 0.01% 0 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 1,116 $518K 0.17% +4 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 1,116 $518K 0.47% -274 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 1,114 $517K 0.33% -90 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 1,110 $515K 0.04% +300 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 1,101 $511K 0.01% 0 13F-HR Timeline Vishria Bird Financial Group, LLC More: the full row for Vishria Bird Financial Group, LLC 1,101 $511K 0.1% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,100 $510K 0.03% +56 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,099 $510K 0.01% 0 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 1,096 $508K <0.01% -44 13F-HR Timeline Scharf Investments, LLC More: the full row for Scharf Investments, LLC 1,095 $508K 0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,092 $507K <0.01% +228 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,093 $507K 0.01% -43 13F-HR Timeline Group Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 1,084 $503K 0.1% 0 13F-HR Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 1,083 $502K 0.06% +3 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 1,079 $500K 0.19% +1 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 1,078 $500K 0.26% -55 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,077 $500K 0.01% new 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 1,073 $498K 0.15% +540 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 1,068 $495K 0.14% +413 13F-HR Timeline Momentum Wealth Planning, LLC More: the full row for Momentum Wealth Planning, LLC 1,064 $495K 0.39% -100 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 1,065 $494K 0.07% 0 13F-HR Timeline Pinnacle Wealth Management Group, Inc. 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