Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 45,186 $4.22M 2.55% +175 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 44,854 $4.19M 0.14% +16,170 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 44,852 $4.19M 0.04% +28,628 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 44,827 $4.19M 0.36% +143 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 44,810 $4.18M 0.48% -4,385 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 44,588 $4.16M 0.83% +8,507 13F-HR Timeline Canoe Financial LP More: the full row for Canoe Financial LP 45,701 $4.16M 0.06% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 43,992 $4.15M 0.03% -2,430 13F-HR Timeline CROBAN More: the full row for CROBAN 44,114 $4.12M 2.74% +12,793 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 43,778 $4.09M 0.31% +11,065 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 43,659 $4.06M 0.48% -152 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 43,458 $4.06M 0.66% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 43,342 $4.05M 0.21% -197 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 43,118 $4.03M 0.14% -3,429 13F-HR Timeline STERLING INVESTMENT ADVISORS LLC /ADV More: the full row for STERLING INVESTMENT ADVISORS LLC /ADV 42,291 $3.95M 1.96% -4,676 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 41,998 $3.92M 0.11% +1,820 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 43,774 $3.91M 0.2% +1,821 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 41,632 $3.91M 0.21% +1,390 13F-HR/A Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 41,858 $3.91M 0.22% +2,135 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 41,804 $3.9M 0.04% -2,711 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 41,560 $3.88M 0.15% +2,485 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 41,549 $3.88M 0.64% +400 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 41,379 $3.86M 0.27% +7,020 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 41,244 $3.85M 0.42% -1,500 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 41,200 $3.85M 0.44% 0 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 40,761 $3.81M 1.13% -423 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 40,739 $3.8M 0.02% +13,744 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 40,727 $3.8M 0.31% -1,182 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 40,537 $3.78M 0.46% -1,511 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 40,500 $3.78M 0.16% 0 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 40,340 $3.77M 3.34% +27,154 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 40,051 $3.74M 0.02% -105 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 39,914 $3.73M 0.2% +736 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 39,833 $3.72M 0.72% +1,300 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 39,567 $3.69M 0.42% +3,924 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 39,566 $3.69M 0.64% 0 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 39,387 $3.68M 0.04% +1,006 13F-HR Timeline Group HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 39,203 $3.66M 0.31% +351 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 38,926 $3.66M 0.25% -1,453 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 38,997 $3.64M 0.03% -357 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 38,931 $3.64M 0.05% +930 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 38,523 $3.6M 0.81% -1,426 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 38,368 $3.58M 0.54% +804 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 38,078 $3.56M 0.55% -739 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 38,006 $3.55M 0.69% -1,377 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 37,253 $3.54M 0.95% +4,969 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 37,893 $3.54M 0.43% -1,237 13F-HR Timeline Nexus Investment Management ULC More: the full row for Nexus Investment Management ULC 37,750 $3.52M 0.5% +7,200 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 37,234 $3.48M 0.06% -366 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 37,097 $3.46M 2.01% -221 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 36,817 $3.44M 1.56% +978 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 36,781 $3.43M 0.32% -56 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 36,672 $3.42M 0.48% -145 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 36,568 $3.41M 0.06% +973 13F-HR Timeline Group Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 36,552 $3.41M 0.66% -5,909 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 35,576 $3.39M 0.7% -1,305 13F-HR Timeline BREAKTHRU ADVISORY SERVICES, LLC More: the full row for BREAKTHRU ADVISORY SERVICES, LLC 36,260 $3.39M 2.23% new 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 36,216 $3.38M 0.13% +31,866 13F-HR Timeline Ashford Advisors, LLC More: the full row for Ashford Advisors, LLC 36,207 $3.38M 0.75% -332 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 36,142 $3.37M 2.64% +395 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 35,947 $3.36M 2.49% +1,948 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 35,576 $3.32M 0.37% -100 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 35,246 $3.29M +1,183 Timeline McAdam, LLC More: the full row for McAdam, LLC 35,161 $3.28M 0.16% +1,013 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 34,523 $3.28M 0.07% -4,045 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 35,065 $3.27M 0.22% -622 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 35,060 $3.27M 0.21% -92 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 34,857 $3.25M 0.18% +21 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 34,851 $3.25M 0.13% +11,102 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 34,668 $3.24M 0.44% -225 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 34,500 $3.22M 1.06% +1,194 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 34,496 $3.22M 0.16% +900 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 34,470 $3.22M 0.28% -852 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 34,403 $3.21M 0.07% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 34,356 $3.21M 0.92% -188 13F-HR Timeline LTG Capital LLC More: the full row for LTG Capital LLC 34,353 $3.21M 2.52% -499 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 34,310 $3.2M 0.41% -2,309 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 34,243 $3.2M 1.64% -350 13F-HR Timeline EFG Private Wealth Management (Americas… More: the full row for EFG Private Wealth Management (Americas) Corp. 34,200 $3.19M 0.55% -1,109 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 33,768 $3.15M 2.02% +625 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 33,705 $3.15M 0.35% +11,611 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 33,680 $3.14M +1,273 Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 33,651 $3.14M 0.72% +4,450 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 33,486 $3.13M 0.09% +5,638 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 33,420 $3.12M 0.51% -111 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 33,323 $3.11M <0.01% -118,772 13F-HR Timeline Group Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 33,278 $3.11M 0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 33,273 $3.11M 0.02% -13,467 13F-HR Timeline Salus Financial Advisors, LLC More: the full row for Salus Financial Advisors, LLC 33,233 $3.1M 1.91% +581 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 33,219 $3.1M 0.28% -811 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 33,155 $3.09M 0.05% 0 13F-HR Timeline Group Krilogy Financial LLC More: the full row for Krilogy Financial LLC 32,846 $3.09M 0.12% +4,747 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 33,090 $3.09M 0.82% +72 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 33,011 $3.08M 0.07% +5,006 13F-HR Timeline ASSET PLANNING CORPORATION More: the full row for ASSET PLANNING CORPORATION 32,864 $3.07M 1.46% -247 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 32,861 $3.07M 0.1% +395 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 32,810 $3.06M 2.38% -1,100 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 32,773 $3.06M 1.38% +1,570 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 32,757 $3.06M 0.6% -26 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 32,542 $3.04M 1% -280 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 32,460 $3.03M 0.08% +78 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 32,101 $3.01M 1.47% +713 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 32,117 $3M 0.8% -90 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 31,992 $2.99M 1.86% 0 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 31,808 $2.97M 0.51% +2,376 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 31,790 $2.97M 0.18% +17,180 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 31,583 $2.95M 0.2% +37 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 31,255 $2.92M 0.18% +248 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 31,224 $2.92M 0.5% +1,114 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 31,124 $2.91M 0.3% +14,468 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 31,010 $2.9M 0.85% -399 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 30,986 $2.89M 0.44% -490 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 30,842 $2.88M 1.32% -699 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 30,805 $2.88M 1.08% -734 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 34,240 $2.86M 0.26% 0 13F-HR Timeline William Howard & Co Financial Advisors … More: the full row for William Howard & Co Financial Advisors Inc 30,541 $2.85M 2.43% -535 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 30,375 $2.84M 0.1% -888 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 30,304 $2.83M 0.14% -500 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 30,239 $2.82M 0.21% -1,569 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 30,184 $2.82M 1.02% +3,651 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 30,128 $2.81M 0.04% +434 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 30,016 $2.8M 0.01% +8,228 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 29,822 $2.78M 1.78% -1,204 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 29,613 $2.78M 0.07% -1,494 13F-HR/A Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 29,742 $2.78M 0.28% -451 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 29,600 $2.76M 0.94% +613 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 29,525 $2.76M 0.23% -781 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 29,509 $2.76M 0.13% -5,908 13F-HR Timeline Group RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 29,404 $2.75M 2.45% +2,787 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 29,401 $2.75M 1.16% +2,192 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 28,937 $2.7M 0.33% -250 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 28,825 $2.69M 0.04% -197 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 28,736 $2.68M 1.42% +171 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 28,680 $2.68M 0.23% -100 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 28,587 $2.67M 0.2% -102 13F-HR Timeline CX Institutional More: the full row for CX Institutional 28,491 $2.66M 0.08% +5,509 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 28,475 $2.66M 0.76% +160 13F-HR Timeline Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 28,441 $2.66M 0.17% -727 13F-HR Timeline Group Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 28,399 $2.65M 1.24% +1,238 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 28,348 $2.65M 0.68% +1,471 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 28,289 $2.64M 1.43% +10,641 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 28,242 $2.64M 2.09% -4,579 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 28,089 $2.62M 0.91% -123 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 28,056 $2.62M 0.09% -71 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 28,055 $2.62M 1.28% +740 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 28,000 $2.61M 1.29% +206 13F-HR Timeline Sagard Holdings Management Inc. More: the full row for Sagard Holdings Management Inc. 27,979 $2.61M 13.08% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 27,862 $2.6M 0.4% -2,535 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 27,844 $2.6M 0.23% +1,524 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 27,620 $2.58M 0.15% -3,423 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 27,604 $2.58M 0.09% +1,725 13F-HR Timeline FSA WEALTH PARTNERS, INC. More: the full row for FSA WEALTH PARTNERS, INC. 27,539 $2.57M 0.99% +10,592 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 27,507 $2.57M 0.51% -5,252 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 27,494 $2.57M 0.26% -160 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 27,486 $2.57M 0.09% -845 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 27,464 $2.56M 0.22% +1,018 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 27,457 $2.56M 0.06% +13,420 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 27,306 $2.56M 0.72% 0 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 27,347 $2.55M 0.09% +588 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 27,291 $2.55M 1.36% +15,559 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 27,166 $2.54M 0.39% 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 27,158 $2.54M 0.2% +427 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 27,013 $2.52M 0.03% -1,540 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 27,010 $2.52M 0.14% -14,895 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 26,938 $2.52M 0.62% -400 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 26,936 $2.52M 1.85% +654 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 26,892 $2.51M 0.01% -759 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 26,891 $2.51M 1.47% -1,423 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 26,814 $2.5M 0.29% -335 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 26,769 $2.5M 0.02% -442 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 26,755 $2.5M 0.11% -195 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 26,617 $2.49M 0.17% 0 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 26,554 $2.48M 0.73% 0 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 26,498 $2.47M 0.39% +223 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 26,439 $2.47M 0.32% +1,503 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 26,296 $2.46M 0.15% -250 13F-HR Timeline Group FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 26,029 $2.45M 0.46% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 26,191 $2.45M <0.01% +2,910 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 26,098 $2.44M 0.07% -89 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 26,030 $2.43M 0.04% -23 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 25,955 $2.42M 0.19% -200 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 25,398 $2.41M 1.07% +760 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 25,851 $2.41M 0.11% +7,048 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 25,849 $2.41M 0.06% -93 13F-HR Timeline Group Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 25,840 $2.41M 0.49% -490 13F-HR Timeline Hillman Capital Management, Inc. More: the full row for Hillman Capital Management, Inc. 25,824 $2.41M 1.4% +239 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 25,500 $2.4M 0.62% +292 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 25,618 $2.39M 0.4% +91 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 25,446 $2.38M 0.16% +140 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 25,376 $2.37M 0.65% -50 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 25,300 $2.36M 0.43% 0 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 24,974 $2.36M 1.12% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 25,169 $2.35M 0.28% +179 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 25,146 $2.35M 0.69% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 25,097 $2.34M 0.7% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 25,046 $2.34M 0.92% +22,264 13F-HR Timeline MOTCO More: the full row for MOTCO 24,900 $2.32M 0.21% +324 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 24,884 $2.32M 0.08% +8,674 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 24,837 $2.32M <0.01% +13,486 13F-HR Timeline Group BANK OF HAWAII More: the full row for BANK OF HAWAII 24,693 $2.31M 0.12% -145 13F-HR Timeline