Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 5,766 $538K 0.24% 0 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 5,743 $536K <0.01% -3,423 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 5,714 $534K 0.02% -39 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 5,713 $533K 0.11% +164 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 5,700 $532K 0.03% 0 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 5,684 $531K 0.3% -339 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 5,678 $530K 0.09% 0 13F-HR Timeline Dynamic Financial Group More: the full row for Dynamic Financial Group 5,671 $530K 0.46% +76 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 5,669 $529K 0.33% -80 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 5,667 $529K 0.41% 0 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 5,591 $527K 0.05% +12 13F-HR Timeline Financial Guidance Group, Inc. 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More: the full row for Vawter Financial, Ltd. 4,444 $415K 0.19% new 13F-HR/A Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 4,442 $415K 0.07% new 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 4,442 $415K 0.07% 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 4,408 $414K 0.31% 0 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 4,429 $414K 0.09% -1 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 4,426 $413K 0.04% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 4,408 $412K 0.03% +545 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 4,387 $410K 0.15% 0 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 4,297 $409K 0.13% 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 4,362 $407K 0.09% 0 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 4,357 $407K 0.08% 0 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 4,350 $406K 0.12% 0 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 4,288 $406K 0.04% -73 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. 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More: the full row for Timonier Family Office, LTD. 4,266 $398K 0.13% 0 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 4,250 $397K 0.04% +213 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 4,245 $396K 0.03% 0 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 4,213 $393K 0.15% 0 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 4,209 $393K 0.12% -2,453 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 4,200 $392K 0.24% 0 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 4,185 $391K 0.07% +57 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 4,182 $390K 0.02% +31 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 4,170 $390K 0.06% -3 13F-HR Timeline Ipswich Investment Management Co., Inc. 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Mason LLC 4,024 $376K 0.17% 0 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 4,020 $375K -4,020 Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 4,020 $375K 0.01% +55 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 4,016 $375K 0.08% 0 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 4,008 $374K 0.16% -718 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 4,002 $374K 0.01% 0 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 4,002 $374K 0.14% 0 13F-HR Timeline Godshalk Welsh Capital Management, Inc. 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