LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 15,387 $154K 0.03% -2,432 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 15,361 $154K 0.06% new 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 15,323 $154K 0.02% -3,338 13F-HR/A Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 15,274 $153K 0.01% +12,865 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 15,390 $153K 0.09% new 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 15,245 $153K <0.01% new 13F-HR Timeline Group Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 15,214 $153K 0.04% 0 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 15,187 $152K <0.01% +3,839 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 15,170 $152K <0.01% +865 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 14,990 $152K 0.02% -3,805 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 15,104 $151K 0.01% -1,576 13F-HR Timeline Summit Financial Consulting LLC More: the full row for Summit Financial Consulting LLC 15,051 $151K 0.14% 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 15,014 $151K 0.15% -92 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 15,004 $150K 0.01% -9,826 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 14,927 $150K 0.08% 0 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 14,923 $150K 0.01% +763 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 14,905 $150K 0.02% -758 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 14,901 $149K 0.11% 0 13F-HR Timeline Griffith & Werner, Inc. More: the full row for Griffith & Werner, Inc. 14,899 $149K 0.09% 0 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 14,911 $149K <0.01% -15,092 13F-HR Timeline Group Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 14,834 $149K 0.06% -962 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 14,809 $149K 0.04% -951 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 14,806 $149K 0.05% +1,932 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 14,762 $148K 0.01% -5,481 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 14,700 $147K 0.05% 0 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 14,722 $147K 0.01% -1,773 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 14,642 $147K 0.04% -100 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 15,590 $146K 0.08% 0 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 14,720 $146K <0.01% 0 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 14,487 $145K 0.01% +3,058 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 15,894 $145K 0.01% +2,106 13F-HR Timeline Group First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 14,443 $145K 0.01% -3,750 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 14,437 $145K 0.01% -618 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 14,413 $145K 0.02% 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 15,251 $144K 0.02% new 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 14,383 $144K 0.05% +3,875 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 14,358 $144K 0.01% +808 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 14,350 $144K 0.06% +1,500 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 14,275 $143K 0.04% -182 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 14,261 $143K 0.15% 0 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 14,243 $143K <0.01% +2,698 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 14,233 $143K 0.02% new 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 14,208 $143K 0.03% +3,123 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 14,201 $142K 0.09% new 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 14,186 $142K 0.08% +555 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 14,132 $142K 0.06% 0 13F-HR Timeline Group Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 14,082 $141K 0.01% -11,935 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 14,069 $141K 0.11% -1,091 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 14,058 $141K 0.03% +769 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 14,016 $141K 0.05% +856 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 14,000 $140K 0.11% +3,650 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 13,932 $140K 0.02% +927 13F-HR/A Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 13,930 $140K 0.01% +2,047 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 13,912 $140K 0.05% +80 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 13,903 $139K 0.16% +1,082 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 13,898 $139K <0.01% -8,779 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 13,805 $139K 0.01% -2,738 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 13,803 $138K 0.01% -10,146 13F-HR Timeline MKD WEALTH COACHES, LLC More: the full row for MKD WEALTH COACHES, LLC 13,800 $138K 0.16% 0 13F-HR Timeline FLOSSBACH VON STORCH SE More: the full row for FLOSSBACH VON STORCH SE 13,795 $138K <0.01% new 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 13,777 $138K 0.07% -8,477 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 13,390 $138K 0.04% -1,838 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 13,705 $137K 0.01% -16,414 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 13,701 $137K 0.01% +652 13F-HR Timeline Midwest Heritage Bank, FSB More: the full row for Midwest Heritage Bank, FSB 13,668 $137K 0.06% new 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 13,638 $137K 0.01% +57 13F-HR Timeline Sabal Trust CO More: the full row for Sabal Trust CO 13,629 $137K 0.01% 0 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 13,599 $136K 0.06% -1,064 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 13,585 $136K 0.01% 0 13F-HR Timeline Group Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 13,544 $136K <0.01% new 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 13,323 $136K 0.03% -2,704 13F-HR Timeline Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 13,468 $135K 0.1% -4,200 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 13,436 $135K 0.03% +15 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 13,425 $135K 0.01% -25,177 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 13,358 $134K 0.04% +25 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 13,329 $134K 0.02% new 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 13,297 $133K <0.01% +143 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 13,280 $133K 0.05% 0 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 13,256 $133K 0.03% +2,219 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 13,244 $133K 0.03% +129 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 13,225 $133K 0.03% new 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 13,223 $133K 0.09% new 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 13,175 $132K 0.06% +307 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 13,282 $132K 0.01% +2,113 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 13,066 $131K 0.1% +196 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 13,063 $131K 0.02% +1,033 13F-HR Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 12,826 $131K 0.03% +226 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 13,053 $131K 0.01% new 13F-HR Timeline Group Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 13,027 $131K 0.02% +605 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 13,001 $130K 0.19% +423 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 12,961 $130K 0.01% +933 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 12,940 $130K <0.01% +7,193 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 12,931 $130K 0.01% new 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 12,916 $130K 0.01% +2,177 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 12,875 $129K 0.01% 0 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 12,865 $129K 0.01% +2,754 13F-HR Timeline Corton Capital Inc. More: the full row for Corton Capital Inc. 12,847 $129K 0.43% new 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 13,310 $128K 0.03% +1,355 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 12,804 $128K 0.04% -545 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 12,796 $128K 0.06% -1,373 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 12,792 $128K 0.04% -602 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 12,766 $128K 0.04% +53 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 12,717 $128K 0.02% new 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 12,710 $127K 0.02% +2,580 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 12,699 $127K 0.05% +1 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 12,639 $127K 0.1% -1,145 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 12,624 $127K <0.01% +1,230 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 12,607 $126K 0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 12,592 $126K 0.01% -38,079 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 12,581 $126K 0.02% +1,326 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 12,549 $126K 0.09% +2,045 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 12,543 $126K <0.01% +1,100 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 12,528 $126K <0.01% -211,144 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 12,519 $126K <0.01% +1,603 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 12,516 $126K <0.01% -2,753 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 12,404 $124K 0.05% new 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 12,373 $124K 0.03% 0 13F-HR Timeline Group Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 12,350 $124K 0.01% 0 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 12,330 $124K 0.02% new 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 12,290 $123K 0.03% -687 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 12,287 $123K 0.08% +37 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 12,278 $123K 0.03% -300 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 12,274 $123K 0.02% -146 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 12,261 $123K 0.02% +205 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 12,200 $122K 0.06% -2,200 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 12,194 $122K <0.01% -53 13F-HR/A Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 12,106 $121K 0.02% +444 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 12,018 $121K 0.02% 0 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 11,988 $120K 0.09% -2,000 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 11,930 $120K 0.01% +2,658 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 11,924 $120K 0.02% +2,159 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 11,902 $119K 0.05% +451 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 11,895 $119K 0.01% new 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 11,861 $119K 0.01% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 11,848 $119K <0.01% +340 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 11,841 $119K 0.05% new 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 11,833 $119K 0.01% new 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 11,799 $118K 0.01% new 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 11,786 $118K 0.04% -1,983 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 11,764 $118K 0.05% -716 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 11,746 $118K 0.04% +194 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 11,651 $117K <0.01% -966 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 11,642 $117K 0.07% -299 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 11,638 $117K 0.01% 0 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 11,616 $117K 0.02% new 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 12,487 $117K 0.05% -1,000 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 11,574 $116K 0.08% +215 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 11,561 $116K 0.02% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 11,514 $115K 0.04% +277 13F-HR Timeline Penbrook Management LLC More: the full row for Penbrook Management LLC 11,500 $115K 0.09% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 11,461 $115K <0.01% +800 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 11,402 $114K 0.01% new 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 11,388 $114K <0.01% new 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 11,458 $114K 0.04% +292 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 11,344 $114K 0.01% +666 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 11,341 $114K 0.01% -5,490 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 11,329 $114K 0.01% 0 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 11,328 $114K 0.03% +327 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 11,311 $113K 0.02% -1,130 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 11,289 $113K 0.02% -2,670 13F-HR Timeline Prairie Sky Financial Group LLC More: the full row for Prairie Sky Financial Group LLC 11,273 $113K 0.07% +5 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 11,272 $113K 0.05% -3,779 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 11,246 $113K 0.05% +200 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 11,217 $113K 0.03% -1,100 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 11,211 $112K 0.07% new 13F-HR Timeline Clarity Capital Partners LLC More: the full row for Clarity Capital Partners LLC 11,171 $112K 0.05% -108 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 11,165 $112K 0.03% +3,365 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 11,419 $112K 0.01% +223 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 11,119 $112K 0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 11,100 $111K 0.06% -150 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 11,035 $111K 0.03% -2,957 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 11,062 $110K 0.02% new 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 11,054 $110K 0.01% +185 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 10,953 $110K 0.02% -8,488 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 10,931 $110K 0.05% -1,012 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 10,930 $110K 0.01% -2,799 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 10,928 $110K 0.05% -178 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 10,836 $109K 0.11% +191 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 10,769 $108K 0.03% +283 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 10,764 $108K 0.01% +30 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 10,734 $108K 0.08% +454 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 10,725 $108K <0.01% -291 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 10,701 $107K <0.01% -110,770 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 10,668 $107K <0.01% +3,646 13F-HR Timeline Group Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 10,606 $106K 0.01% new 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 10,599 $106K 0.03% -1,912 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 10,586 $106K 0.05% +98 13F-HR Timeline Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 10,578 $106K 0.06% +297 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 10,538 $106K 0.08% +199 13F-HR Timeline Arrow Investment Advisors, LLC More: the full row for Arrow Investment Advisors, LLC 10,511 $105K 0.11% new 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 10,501 $105K 0.03% new 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 10,500 $105K 0.01% 0 13F-HR Timeline Group CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 10,457 $105K 0.1% -400 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 10,446 $105K 0.01% -9,561 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 10,444 $105K 0.04% +16 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 10,391 $104K 0.02% new 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 10,578 $104K 0.11% -1,485 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 10,343 $104K 0.03% -687 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 10,328 $104K 0.11% +44 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 10,300 $103K 0.03% new 13F-HR Timeline