Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 13,765 $1.55M 0.42% +565 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 13,755 $1.54M 0.89% -52 13F-HR/A Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 13,745 $1.54M 0.35% +3 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 13,492 $1.51M <0.01% +167 13F-HR Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 13,119 $1.47M 0.05% +295 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 11,351 $1.47M 0.1% +17 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 12,933 $1.45M 0.14% 0 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 12,862 $1.44M -1,565 Timeline Ervin Investment Management, LLC More: the full row for Ervin Investment Management, LLC 12,828 $1.44M 0.84% +957 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 12,706 $1.43M 0.01% +11,765 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 12,610 $1.42M 0.04% -116 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 12,589 $1.41M 0.25% +1,389 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 12,543 $1.41M 0.57% -59 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 12,386 $1.39M <0.01% -54 13F-HR Timeline Group Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 12,372 $1.39M 0.42% -15 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 12,362 $1.39M 0.25% -98 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 12,292 $1.38M 0.32% -838 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 12,252 $1.38M 0.27% +4,647 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 12,251 $1.38M 0.53% +32 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 12,084 $1.36M <0.01% +633 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 11,783 $1.32M 0.04% -795 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 11,420 $1.28M 0.17% +210 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 11,416 $1.28M 0.9% +267 13F-HR Timeline Bell Bank More: the full row for Bell Bank 11,241 $1.26M 0.05% +5,994 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 11,153 $1.25M 0.1% -128 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 10,827 $1.22M 0.21% 0 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 10,803 $1.21M 0.09% +90 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 10,803 $1.21M 0.13% -450 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 9,735 $1.18M 0.16% 0 13F-HR Timeline Brickley Wealth Management More: the full row for Brickley Wealth Management 10,408 $1.17M 0.2% -462 13F-HR Timeline Joel Adams & Associates, Inc. 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More: the full row for Ameraudi Asset Management, Inc. 5,793 $650K 0.35% 0 13F-HR Timeline TIAA group of 3 filers holding More: the full row for TIAA 5,798 $649K +510 Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 5,766 $647K 0.03% +174 13F-HR Timeline Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 5,754 $646K 0.23% +180 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 5,135 $642K 0.01% +8 13F-HR Timeline Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 5,677 $637K 0.34% +277 13F-HR Timeline MASSACHUSETTS FINANCIAL SERVICES CO /MA/ in group MASSACHUSETTS FINANCIAL SERVI… More: the full row for MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 3,216 $633K <0.01% -5,712 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 5,624 $631K 0.05% -1,679 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 5,608 $629K 0.14% -492 13F-HR Timeline GUARDSMAN PRIVATE CAPITAL MANAGEMENT, I… More: the full row for GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. 5,580 $626K 0.49% +3,550 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 5,559 $624K 0.03% +73 13F-HR Timeline Vickerman Investment Advisors, Inc. 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More: the full row for Focus Financial Network, Inc. 5,182 $582K 0.02% -509 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 5,092 $572K 0.04% +270 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 5,052 $567K 0.04% -5 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 5,048 $567K <0.01% +4,943 13F-HR Timeline Group HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 5,004 $562K 0.03% -126 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 4,998 $561K 0.05% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 4,995 $561K <0.01% -2 13F-HR Timeline Group ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 4,959 $557K 0.04% +3,192 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 4,918 $552K 0.01% 0 13F-HR/A Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 4,911 $551K 0.08% +24 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 4,878 $548K 0.1% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 4,875 $547K <0.01% +2,025 13F-HR Timeline Group MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 4,839 $543K 0.03% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,809 $540K 0.03% +1,378 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 4,755 $534K 0.07% -35,019 13F-HR Timeline Group INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 4,696 $527K 0.13% +626 13F-HR Timeline Per Stirling Capital Management, LLC. 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