Apella Capital, LLC More: the full row for Apella Capital, LLC 408,056 $56.3M 0.71% -7,199 13F-HR Timeline Platt Investment Counsel, LLC More: the full row for Platt Investment Counsel, LLC 317,973 $43.1M 29.66% -30,858 13F-HR Timeline Harpswell Capital Advisors, LLC More: the full row for Harpswell Capital Advisors, LLC 99,500 $13.5M 8.85% -29,950 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 79,634 $10.8M 1.55% -312 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 57,380 $7.78M 5.38% -112 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 52,844 $7.16M 1.32% +123 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 40,395 $5.47M 0.04% +4,879 13F-HR Timeline Mallini Complete Financial Planning LLC More: the full row for Mallini Complete Financial Planning LLC 29,024 $3.93M 2.76% -130 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 24,917 $3.41M 0.63% -341 13F-HR Timeline ATMOS ADVISORY, LLC More: the full row for ATMOS ADVISORY, LLC 23,083 $3.13M 1.67% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 21,701 $2.98M 0.07% +3,113 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 17,391 $2.36M 0.06% +14,141 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 17,094 $2.32M 0.03% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 11,879 $1.61M 0.11% +9,542 13F-HR Timeline ANB BANK More: the full row for ANB BANK 9,169 $1.24M 0.44% -149 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 9,114 $1.24M 0.13% -293 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 7,863 $1.07M 0.07% -610 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 7,827 $1.06M 0.04% +3,607 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 4,952 $671K 0.1% +1 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 3,764 $510K 0.03% -52 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,482 $472K 0.01% +1,911 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 3,079 $417K 0.06% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,068 $416K 0.01% 0 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 3,017 $409K 0.04% 0 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 2,940 $398K 0.02% -85 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 2,459 $333K 0.09% +5 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,374 $322K 0.02% -6 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 1,856 $251K 0.14% +1 13F-HR Timeline Cassilly Financial Group LLC More: the full row for Cassilly Financial Group LLC 1,719 $233K 0.16% -24 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 1,600 $219K 0.06% -200 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,521 $206K 0.01% +79 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,228 $166K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,215 $165K 0.03% +72 13F-HR Timeline Trust Co More: the full row for Trust Co 766 $104K 0.01% +6 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 330 $44.8K 0.03% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 325 $44K <0.01% +248 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 228 $30.9K <0.01% +1 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 158 $21.4K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 61 $8.27K <0.01% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 29 $3.93K <0.01% 0 13F-HR Timeline