Premier Financial Group More: the full row for Premier Financial Group 4,338 $1.34M 0.37% 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 4,383 $1.34M 0.15% -269 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 4,364 $1.33M 0.31% +185 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 4,341 $1.32M 0.69% +112 13F-HR Timeline Shearwater Capital LLC More: the full row for Shearwater Capital LLC 4,335 $1.32M 0.83% +50 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 4,325 $1.32M 0.17% -100 13F-HR Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 4,318 $1.32M 0.97% 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 4,308 $1.31M 0.33% -180 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 4,307 $1.31M 0.05% +220 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 4,306 $1.31M 0.24% +1,228 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 4,298 $1.31M 0.02% -1,945 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 4,297 $1.31M 0.45% 0 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 4,295 $1.31M 0.13% -2,715 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 4,291 $1.31M 0.16% +87 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 4,291 $1.31M 1.28% -181 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 4,251 $1.3M 0.61% +397 13F-HR Timeline INNEALTA CAPITAL, LLC More: the full row for INNEALTA CAPITAL, LLC 4,222 $1.29M 0.68% +1,321 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 4,195 $1.28M 0.12% -2,170 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 4,189 $1.28M 0.12% -52 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 4,157 $1.27M 0.16% +35 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 4,156 $1.27M 0.19% +1,085 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 4,156 $1.27M 0.07% +2,675 13F-HR Timeline American Trust More: the full row for American Trust 4,147 $1.26M 0.12% +3,387 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 4,132 $1.26M 1.01% +2,780 13F-HR Timeline Busey Bank More: the full row for Busey Bank 4,123 $1.26M 0.04% 0 13F-HR Timeline SPROTT INC. 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More: the full row for RIK SAYLOR FINANCIAL, INC. 3,993 $1.22M 0.94% -47 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 3,989 $1.22M 0.88% -945 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 3,982 $1.21M 0.01% -192 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 3,968 $1.21M 0.32% 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 3,929 $1.21M 0.71% +4 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 3,952 $1.2M 0.04% +290 13F-HR Timeline Group United Advisor Group, LLC More: the full row for United Advisor Group, LLC 3,943 $1.2M 0.21% +2,655 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 3,938 $1.2M 0.32% -2,232 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 3,929 $1.2M 0.12% +100 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 3,919 $1.19M 0.24% 0 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 3,916 $1.19M 0.56% 0 13F-HR/A Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 3,907 $1.19M 0.09% +246 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 3,891 $1.19M 0.49% +2,410 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 3,887 $1.18M 0.25% -282 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 3,884 $1.18M 0.23% 0 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 3,879 $1.18M 0.55% new 13F-HR Timeline Giverny Capital Inc. More: the full row for Giverny Capital Inc. 3,876 $1.18M 0.04% -22 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 3,876 $1.18M 1.05% -194 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 3,839 $1.18M 0.62% -1,317 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3,862 $1.18M 0.07% -44 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 3,850 $1.17M 0.2% -100 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 3,850 $1.17M 0.62% 0 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 3,845 $1.17M 0.36% -47 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 3,836 $1.17M 0.66% -395 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 3,834 $1.17M 0.16% +221 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 3,822 $1.17M 0.06% -1,006 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 3,820 $1.16M 0.13% +2,193 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 3,811 $1.16M 0.12% +783 13F-HR Timeline Group Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 3,798 $1.16M 0.06% -1,153 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 3,787 $1.15M 0.02% -15 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 3,787 $1.15M 0.05% +572 13F-HR Timeline Group Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 3,762 $1.15M 0.11% +1,078 13F-HR Timeline Group HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 3,755 $1.14M 0.01% +19 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 3,755 $1.14M 0.71% +179 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 3,751 $1.14M 0.12% -496 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 3,748 $1.14M 0.17% +322 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 3,744 $1.14M 0.27% +14 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 3,744 $1.14M 0.24% +163 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 3,739 $1.14M 0.19% +430 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 3,724 $1.14M 0.7% 0 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 3,706 $1.13M 0.48% -3,729 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 3,702 $1.13M 0.81% 0 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 3,699 $1.13M 1.14% -912 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 3,641 $1.13M 0.4% +37 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 3,689 $1.12M 0.16% -75 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 3,687 $1.12M 0.45% +1,193 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 3,676 $1.12M 0.14% +277 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 3,676 $1.12M 0.35% 0 13F-HR Timeline Oceanside Advisors LLC More: the full row for Oceanside Advisors LLC 3,671 $1.12M 0.75% +640 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 4,938 $1.12M 0.14% +1,450 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 3,659 $1.12M 0.11% -2 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 3,649 $1.11M 0.51% -699 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 3,645 $1.11M 0.02% -300 13F-HR Timeline CORSAIR CAPITAL MANAGEMENT, L.P. More: the full row for CORSAIR CAPITAL MANAGEMENT, L.P. 3,641 $1.11M 0.21% 0 13F-HR/A Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 3,609 $1.11M 0.18% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 3,631 $1.11M 0.12% +236 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 3,560 $1.1M 0.31% +2,578 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 3,623 $1.1M 0.2% +33 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 3,619 $1.1M 0.36% -3,793 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 3,617 $1.1M 0.16% -406 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 3,612 $1.1M 0.21% +2,069 13F-HR Timeline Chico Wealth RIA More: the full row for Chico Wealth RIA 3,600 $1.1M 0.87% 0 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 3,599 $1.1M 0.86% -2,668 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 3,580 $1.09M 0.42% -100 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 3,573 $1.09M 0.15% -35 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 3,570 $1.09M 0.02% 0 13F-HR Timeline Group PYA Waltman Capital, LLC More: the full row for PYA Waltman Capital, LLC 3,570 $1.09M 0.31% 0 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 3,567 $1.09M 0.52% -755 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 3,565 $1.09M 1.04% new 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 3,563 $1.09M 0.08% 0 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 3,525 $1.08M 0.38% +1,254 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 3,547 $1.08M 0.82% -35 13F-HR Timeline IronOak Wealth LLC. More: the full row for IronOak Wealth LLC. 3,544 $1.08M 1.05% 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 3,540 $1.08M 0.01% +173 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 3,540 $1.08M 0.73% +600 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 3,531 $1.08M 0.4% 0 13F-HR Timeline Constant Guidance Financial LLC More: the full row for Constant Guidance Financial LLC 3,520 $1.07M 1.08% new 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 3,512 $1.07M 0.26% 0 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 3,510 $1.07M 1.34% -218 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 3,509 $1.07M 0.08% +215 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 3,497 $1.07M 0.06% +293 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 3,490 $1.06M 0.05% +250 13F-HR Timeline Finer Wealth Management, Inc. 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INC 3,465 $1.06M 0.29% 0 13F-HR Timeline Group Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 3,465 $1.06M 0.48% -32 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 3,458 $1.05M 0.54% +50 13F-HR Timeline Brick & Kyle, Associates More: the full row for Brick & Kyle, Associates 3,245 $1.05M 0.47% -180 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 3,450 $1.05M 0.15% +478 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 3,450 $1.05M 0.05% +1,674 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 3,434 $1.05M 0.73% +55 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 3,429 $1.05M 0.04% -42 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 3,428 $1.04M 0.25% +642 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 3,418 $1.04M 0.05% -90 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 3,413 $1.04M 0.1% 0 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 3,410 $1.04M 0.66% -190 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 3,407 $1.04M 1.45% -1,383 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 3,397 $1.04M 0.12% +125 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 3,396 $1.04M 0.12% +121 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 3,391 $1.03M 0.26% +787 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 3,389 $1.03M 0.09% +848 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 3,387 $1.03M 0.08% +249 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 3,384 $1.03M 0.07% +520 13F-HR Timeline Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 3,381 $1.03M 0.57% -32 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 3,374 $1.03M 0.13% +132 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 3,373 $1.03M 0.28% +133 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 3,371 $1.03M 0.18% +204 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 3,369 $1.03M 0.17% -99 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 3,356 $1.02M 0.28% +74 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 3,354 $1.02M 0.08% -122 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 3,341 $1.02M 4.84% -32,270 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 3,340 $1.02M 0.12% +228 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 3,337 $1.02M 0.16% -49 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 3,329 $1.01M 0.22% -108 13F-HR Timeline JARISLOWSKY, FRASER Ltd More: the full row for JARISLOWSKY, FRASER Ltd 3,316 $1.01M 0.01% -70 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 3,314 $1.01M 0.67% new 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 3,311 $1.01M 0.46% -117 13F-HR Timeline Group Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 3,308 $1.01M 0.23% -18 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 3,308 $1.01M 0.07% +140 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 3,300 $1.01M 0.49% -36 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 3,284 $1M 0.15% +20 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 3,276 $999K 0.67% -10,727 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 3,268 $996K 0.11% +1,762 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 3,264 $995K 0.02% 0 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 3,261 $994K 0.07% +479 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 3,253 $992K 0.86% -5 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 3,236 $986K 0.05% +611 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 3,231 $985K 0.7% 0 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 3,227 $983K 0.75% -285 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 3,224 $983K 0.42% -9,069 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 3,219 $981K 0.36% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 3,216 $980K 0.03% +35 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 3,128 $979K 0.46% +284 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 3,211 $979K 0.06% -537 13F-HR Timeline AMARA FINANCIAL, LLC. More: the full row for AMARA FINANCIAL, LLC. 3,197 $975K 0.86% -69 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 3,188 $972K 0.02% +160 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 3,179 $969K 0.17% 0 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 3,174 $968K 0.23% +252 13F-HR Timeline Destiny Capital Corp/CO More: the full row for Destiny Capital Corp/CO 3,166 $965K 0.58% -29 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 3,164 $964K 0.31% 0 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 3,149 $960K 0.04% +343 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 3,149 $960K 0.04% -1,479 13F-HR Timeline Group Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 3,149 $960K 0.14% -6,525 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 3,140 $957K 0.26% -46 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,137 $956K 0.15% +203 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 3,136 $956K 0.1% +529 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 3,136 $956K 0.61% +62 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 3,134 $955K 0.33% +1,792 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 3,131 $954K 0.29% +5 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 3,120 $951K 0.12% -121 13F-HR Timeline Copperwynd Financial, LLC More: the full row for Copperwynd Financial, LLC 3,118 $950K 0.24% -107 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 3,114 $949K 0.04% -190 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 3,114 $949K 0.15% +1,175 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 3,112 $949K 0.19% -1,473 13F-HR Timeline Hudock, Inc. 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