Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 12,588 $1.49M 0.02% +395 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 12,387 $1.47M 0.47% 0 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 12,362 $1.46M 0.03% +21 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 12,137 $1.45M 0.33% +197 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 12,189 $1.44M 0.75% +28 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 12,048 $1.43M 0.03% +76 13F-HR Timeline Group Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 11,998 $1.42M 0.03% +1,180 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 11,996 $1.42M 0.16% 0 13F-HR Timeline Ervin Investment Management, LLC More: the full row for Ervin Investment Management, LLC 11,931 $1.41M 0.81% +215 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 11,781 $1.4M 0.06% +14 13F-HR Timeline Brickley Wealth Management More: the full row for Brickley Wealth Management 11,506 $1.36M 0.24% -8 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 11,475 $1.36M 0.1% +120 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 11,200 $1.34M 0.28% -3,743 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 11,288 $1.34M 0.98% -256 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 11,250 $1.33M 0.05% +55 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 11,199 $1.33M 0.04% +937 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 11,185 $1.32M 0.17% +17 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 11,105 $1.32M 0.01% +392 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 10,827 $1.28M 0.25% new 13F-HR Timeline ANB BANK More: the full row for ANB BANK 10,741 $1.27M 0.52% -411 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 10,699 $1.27M <0.01% +2,301 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 10,196 $1.21M 0.05% new 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 9,983 $1.18M 0.01% -981 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 9,793 $1.16M <0.01% -161 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 9,735 $1.15M 0.24% 0 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 9,733 $1.15M <0.01% -3,196 13F-HR Timeline Group SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 9,711 $1.15M 0.09% +205 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 9,642 $1.14M 1.24% -1,093 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 9,527 $1.13M 0.04% -3 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 9,457 $1.12M 0.21% -237 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 9,436 $1.12M 0.02% +145 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 9,429 $1.12M 0.01% -13 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 9,364 $1.11M 0.51% -453 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 9,040 $1.07M +2,219 Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 9,026 $1.07M 0.86% +12 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 8,946 $1.06M 0.68% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 8,786 $1.04M 0.01% -96 13F-HR Timeline Group Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 8,751 $1.04M 0.13% 0 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 8,710 $1.03M 0.23% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 8,644 $1.02M <0.01% -5 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 8,622 $1.02M 0.28% -319 13F-HR Timeline SFM, LLC d/b/a Sweeney Financial Adviso… More: the full row for SFM, LLC d/b/a Sweeney Financial Advisors 8,537 $1.01M 0.59% -858 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 8,422 $997K 0.06% +17 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 8,400 $995K 0.19% -255 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 8,370 $991K 0.32% -30 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 8,318 $985K 0.32% +157 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 8,198 $971K 0.17% 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 8,195 $971K 0.3% -485 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 8,142 $964K 0.01% +393 13F-HR Timeline Group THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 8,124 $962K 0.59% 0 13F-HR Timeline Savvy Advisors, Inc. 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More: the full row for Vickerman Investment Advisors, Inc. 7,590 $899K 0.18% new 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 7,585 $898K 0.28% +18 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 7,547 $894K 0.24% -298 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 7,546 $894K 0.52% -135 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 7,512 $890K 0.07% 0 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 7,438 $881K 0.83% -463 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 7,321 $867K 0.04% -15 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 7,282 $863K 0.01% -70 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 7,281 $862K 0.01% -245 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 7,279 $862K 0.08% +674 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 7,159 $848K 0.02% -541 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 7,142 $846K 0.09% +2,193 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 7,101 $841K 0.21% -40 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 7,119 $841K 0.02% -854 13F-HR/A Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 7,099 $841K <0.01% -132 13F-HR Timeline Group AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 7,083 $839K 0.02% 0 13F-HR Timeline Group Rossmore Private Capital More: the full row for Rossmore Private Capital 7,047 $835K 0.09% 0 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 7,044 $834K 0.02% -4,075 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 7,035 $833K 0.31% +623 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 6,950 $829K 0.01% 0 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 6,951 $823K 0.39% 0 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 6,899 $817K <0.01% new 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 6,885 $815K 0.01% +209 13F-HR Timeline Group CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 6,797 $805K 0.33% 0 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 6,754 $800K 0.09% +4,711 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 6,683 $792K 0.02% 0 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 6,611 $783K 0.33% -6,611 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 6,518 $772K <0.01% +2,574 13F-HR Timeline Group Sage Advisory Services, Ltd.Co. More: the full row for Sage Advisory Services, Ltd.Co. 6,505 $770K 0.4% -115 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 6,381 $756K 0.31% +742 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 6,330 $750K 0.02% +100 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 6,165 $730K 0.1% -472 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 6,125 $725K 0.12% +9 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 6,108 $723K 0.1% +60 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 6,060 $717K 0.17% +51 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 5,977 $708K 0.19% -172 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 5,962 $706K 0.12% -395 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 5,955 $705K 0.1% +1,586 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 5,911 $700K 0.15% +109 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 5,902 $699K 0.04% 0 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 5,900 $699K 0.05% 0 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 5,879 $696K 0.11% +45 13F-HR Timeline Peirce Capital Management, LLC More: the full row for Peirce Capital Management, LLC 5,878 $696K 0.29% +2 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 5,793 $686K 0.42% 0 13F-HR/A Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 5,789 $686K 0.42% -351 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 5,766 $683K 0.03% +1,236 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 5,748 $681K 0.16% -103 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 5,727 $678K 0.02% +1,584 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 5,664 $671K 0.01% +2,657 13F-HR/A Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 5,648 $669K 0.01% -3,250 13F-HR Timeline Cascade Investment Advisors, Inc. More: the full row for Cascade Investment Advisors, Inc. 5,642 $668K 0.4% -500 13F-HR Timeline Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 5,560 $659K 0.27% +13 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 5,547 $657K 0.02% -161 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 5,546 $657K -510 Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 5,524 $654K 0.07% -1,099 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 5,479 $649K 0.03% +32 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 5,431 $643K 0.04% +3 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 5,409 $641K <0.01% -110 13F-HR Timeline Group Bell Bank More: the full row for Bell Bank 5,405 $640K 0.03% -8,259 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 5,377 $637K 0.01% new 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 5,344 $633K 0.03% +38 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 5,119 $627K 0.02% +75 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 5,152 $610K 0.19% -866 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 5,028 $596K <0.01% new 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 5,000 $592K <0.01% -75 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 4,999 $592K 0.01% -1,612 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 4,979 $590K 0.04% +3 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 4,962 $588K 0.06% +469 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 4,956 $587K 0.08% -49 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,907 $581K 0.01% -130 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 4,878 $578K 0.11% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 4,820 $571K <0.01% +71 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 4,810 $570K 0.17% +7 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 4,790 $567K 0.03% +25 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 4,751 $565K 0.04% +3 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 4,700 $557K 0.03% 0 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 4,688 $555K 0.09% +118 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 4,685 $555K 0.12% +40 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 4,634 $549K <0.01% -28 13F-HR Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 4,632 $549K 0.04% +370 13F-HR/A Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,578 $542K 0.01% -476 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 4,527 $536K 0.16% -1,473 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 4,450 $527K 0.02% -240 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 4,445 $526K 0.04% -62 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 4,432 $525K 0.04% -98 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 4,409 $522K <0.01% 0 13F-HR Timeline Group Gordian Advisors LLC More: the full row for Gordian Advisors LLC 4,380 $519K 0.35% +2 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 4,371 $518K 0.14% -2,478 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 4,287 $508K 0.15% +3 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 4,280 $507K 0.14% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 4,273 $506K 0.15% -7 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 4,225 $500K 0.14% 0 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 4,082 $483K 0.02% +1,067 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 4,076 $483K 0.07% -272 13F-HR Timeline Mokosak Advisory Group, LLC More: the full row for Mokosak Advisory Group, LLC 4,061 $481K 0.13% -870 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 4,058 $481K 0.03% -56 13F-HR Timeline MASSACHUSETTS FINANCIAL SERVICES CO /MA/ in group MASSACHUSETTS FINANCIAL SERVI… More: the full row for MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 4,044 $479K <0.01% +121 13F-HR Timeline Group Estate Counselors, LLC More: the full row for Estate Counselors, LLC 3,975 $471K 0.04% +1,555 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 3,969 $470K 0.07% +453 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 3,934 $466K 0.01% +16 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 3,933 $466K 0.12% +9 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 3,877 $462K <0.01% 0 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 3,874 $459K 0.17% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 3,852 $456K 0.03% -27 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 3,850 $456K 0.07% +54 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 3,827 $453K 0.51% 0 13F-HR Timeline COREPATH WEALTH PARTNERS LLC More: the full row for COREPATH WEALTH PARTNERS LLC 3,787 $453K 0.33% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 3,804 $451K 0.02% +2 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 3,731 $442K 0.06% -77 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 3,710 $439K 0.05% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 3,700 $438K 0.03% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 3,669 $435K 0.04% +3 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 3,663 $434K 0.11% new 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,622 $432K 0.01% -510 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 3,645 $432K 0.05% +100 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 3,623 $429K 0.15% -17 13F-HR Timeline Pinnacle Bancorp, Inc. 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