Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 3,423 $280K 0.04% -24 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 3,450 $279K 0.04% +2,442 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 3,414 $279K 0.12% +247 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 3,412 $279K 0.03% 0 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 3,405 $278K 0.06% +180 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 3,381 $276K 0.16% +812 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 3,373 $276K 0.06% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 3,360 $275K 0.04% 0 13F-HR Timeline Ballentine Capital Advisors, Inc More: the full row for Ballentine Capital Advisors, Inc 3,364 $275K 0.14% 0 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 3,362 $275K 0.27% +25 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 3,359 $275K 0.38% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,358 $274K 0.02% 0 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 3,345 $273K <0.01% 0 13F-HR Timeline Group MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 3,343 $273K 0.15% 0 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 3,343 $273K 0.06% 0 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 2,818 $273K 0.18% new 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 3,338 $273K 0.02% -18 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 3,335 $273K 0.02% -7,097 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 3,325 $272K 0.04% 0 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 3,304 $270K 0.1% -2,180 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 3,301 $270K 0.08% +608 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 3,300 $270K 0.03% 0 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 3,298 $270K 0.01% new 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 3,297 $269K 0.16% 0 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 3,281 $268K 0.01% 0 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 3,279 $268K 0.13% +31 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 3,277 $268K 0.11% -1,414 13F-HR Timeline Financial Advisors, LLC More: the full row for Financial Advisors, LLC 3,274 $268K 0.05% 0 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 3,251 $266K 0.12% -397 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 3,225 $264K 0.18% 0 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 3,206 $262K 0.13% 0 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 3,196 $261K 0.1% 0 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 3,185 $260K 0.22% 0 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 3,185 $260K 0.21% +298 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 3,182 $260K 0.04% -5 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 3,175 $259K 0.03% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 3,174 $259K 0.05% 0 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 3,167 $259K 0.07% +1 13F-HR Timeline PACK Private Wealth, LLC More: the full row for PACK Private Wealth, LLC 3,149 $257K 0.15% 0 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 3,140 $257K 0.23% -160 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 3,130 $256K 0.12% +96 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 3,125 $255K 0.09% new 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 3,121 $255K 0.03% 0 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 3,119 $255K 0.02% 0 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 3,109 $254K 0.09% -280 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 3,103 $254K 0.03% -37 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 3,097 $253K 0.02% new 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 3,097 $253K 0.05% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 3,095 $253K 0.1% 0 13F-HR Timeline Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 3,165 $253K 0.26% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 3,077 $251K 0.07% 0 13F-HR Timeline MARQUETTE ASSOCIATES, INC. More: the full row for MARQUETTE ASSOCIATES, INC. 3,074 $251K 0.25% -175,967 13F-HR Timeline J.P. Marvel Investment Advisors, LLC More: the full row for J.P. Marvel Investment Advisors, LLC 3,069 $251K 0.04% 0 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 3,068 $251K 0.37% 0 13F-HR Timeline SARD WEALTH MANAGEMENT GROUP, LLC More: the full row for SARD WEALTH MANAGEMENT GROUP, LLC 3,065 $251K 0.17% 0 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 3,064 $250K 0.12% -677 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 3,050 $249K 0.16% -1,227 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 3,045 $249K 0.04% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 3,043 $249K 0.03% -66 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 3,035 $248K 0.08% 0 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 3,035 $248K 0.06% +83 13F-HR Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 3,033 $248K 0.1% -317 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 3,029 $248K 0.08% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 3,014 $246K 0.03% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 2,970 $243K 0.03% -60 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 2,855 $242K 0.02% -1,259 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 3,159 $238K 0.06% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,895 $237K -62,785 Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 2,892 $236K 0.02% 0 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 2,882 $236K 0.1% +26 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 2,882 $236K 0.04% -126 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 2,876 $235K 0.05% new 13F-HR Timeline FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 2,874 $235K 0.09% 0 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 2,867 $234K 0.07% 0 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 2,848 $233K 0.22% 0 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 2,848 $233K 0.11% new 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 2,842 $232K 0.01% 0 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 2,839 $232K 0.02% -287 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 2,839 $232K 0.05% -500 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 2,830 $231K 0.12% new 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 2,819 $230K 0.11% 0 13F-HR Timeline Trans-Canada Capital Inc. More: the full row for Trans-Canada Capital Inc. 2,817 $230K 0.02% -182 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 2,815 $230K 0.03% 0 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 2,814 $230K 0.1% new 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 2,813 $230K <0.01% -1,143 13F-HR Timeline Group Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 2,802 $229K 0.22% -1,712 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 2,792 $228K 0.08% +38 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 2,786 $228K 0.05% 0 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 2,999 $227K 0.07% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,769 $226K 0.01% -27 13F-HR Timeline Group SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 2,655 $225K 0.2% new 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 2,759 $225K 0.06% 0 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 2,725 $223K 0.01% -711 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 2,722 $223K 0.02% +66 13F-HR Timeline Von Berge Wealth Management Group, LLC More: the full row for Von Berge Wealth Management Group, LLC 2,652 $222K 0.14% 0 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 2,718 $222K 0.18% -381 13F-HR/A Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 2,715 $222K 0.09% 0 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 2,710 $222K 0.05% +59 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 2,702 $221K 0.09% 0 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 2,700 $221K 0.07% -838 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 2,698 $221K 0.05% -26 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 2,692 $220K 0.02% new 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 2,691 $220K 0.17% 0 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 2,690 $220K 0.02% 0 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 2,675 $219K 0.04% -270 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 2,666 $218K 0.18% +17 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 2,663 $218K 0.05% new 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 2,655 $217K 0.01% 0 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 2,650 $217K 0.12% -163 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 2,648 $216K 0.04% +552 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 2,638 $216K 0.11% 0 13F-HR Timeline Rappaport Reiches Capital Management, L… More: the full row for Rappaport Reiches Capital Management, LLC 2,620 $214K 0.05% new 13F-HR Timeline Zeit Capital LLC More: the full row for Zeit Capital LLC 2,620 $214K 0.16% 0 13F-HR Timeline Grant/GrossMendelsohn, LLC More: the full row for Grant/GrossMendelsohn, LLC 2,528 $214K 0.12% -342 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 2,616 $214K 0.03% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,610 $213K 0.05% +527 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 2,610 $213K 0.02% new 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 2,581 $213K 0.07% new 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 2,565 $211K 0.03% -277 13F-HR Timeline Marathon Strategic Advisors, LLC More: the full row for Marathon Strategic Advisors, LLC 2,583 $211K 0.23% new 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,583 $211K 0.03% new 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 2,571 $211K 0.06% -249 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 2,581 $211K 0.14% new 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 2,580 $211K <0.01% new 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 2,574 $210K 0.09% new 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 2,568 $210K 0.04% new 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 2,564 $210K 0.05% new 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 2,554 $209K 0.09% new 13F-HR Timeline Total Wealth Planning, LLC More: the full row for Total Wealth Planning, LLC 2,549 $208K 0.03% -978 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 2,545 $208K 0.12% new 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 2,542 $208K 0.14% new 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 2,540 $208K 0.07% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 2,530 $207K 0.08% -370 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,574 $206K 0.02% new 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 2,515 $206K 0.04% new 13F-HR Timeline BIRCHBROOK, INC. 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More: the full row for BROWN, LISLE/CUMMINGS, INC. 2,474 $202K 0.06% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,460 $201K 0.02% new 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 2,452 $200K 0.07% new 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 2,452 $200K 0.06% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 2,451 $200K 0.08% 0 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 2,450 $200K 0.01% -377 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,437 $199K 0.02% +28 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 2,400 $192K 0.08% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 2,342 $191K 0.04% 0 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 2,280 $186K 0.01% -33 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,277 $186K 0.01% +932 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 2,271 $186K 0.04% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 2,235 $183K 0.03% -1,350 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 2,220 $181K 0.36% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 2,193 $179K 0.17% 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 2,150 $176K 0.04% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 1,985 $158K 0.04% 0 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 1,923 $157K 0.05% -19,536 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,894 $155K 0.01% -59 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 1,870 $153K 0.05% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 1,862 $152K 0.14% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 1,843 $151K 0.04% -2,078 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 1,828 $149K 0.08% 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,817 $149K 0.04% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,763 $144K 0.01% new 13F-HR Timeline NWK Group, Inc. More: the full row for NWK Group, Inc. 1,762 $144K 0.07% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. 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More: the full row for DHJJ Financial Advisors, Ltd. 1,193 $97.5K 0.04% 0 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 1,186 $96.9K 0.04% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 1,175 $96K 0.05% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 1,148 $93.8K 0.03% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,107 $90.5K 0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 1,106 $90K 0.03% 0 13F-HR Timeline Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 1,095 $89.5K 0.01% -31 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 1,094 $89.4K 0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,069 $87.4K 0.01% -388 13F-HR Timeline SUN LIFE FINANCIAL INC in group SUN LIFE FINANCIAL INC More: the full row for SUN LIFE FINANCIAL INC 1,062 $87K 0.01% -60,040 13F-HR Timeline Group