Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 4,523 $1.61M 0.12% +1,902 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 4,520 $1.61M 0.07% +1,070 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 4,507 $1.6M <0.01% 0 13F-HR Timeline Group Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 4,492 $1.6M 1.05% -1,141 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 4,456 $1.58M 0.79% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 4,455 $1.58M 1.28% -1,270 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 4,453 $1.58M 0.73% -185 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 4,447 $1.58M 0.69% -610 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 4,438 $1.58M 0.38% +500 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 4,430 $1.57M 0.01% 0 13F-HR Timeline Group Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 4,426 $1.57M 0.14% +767 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 4,419 $1.57M 0.22% +1,382 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 4,407 $1.57M 0.03% +295 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 4,404 $1.57M 0.18% +13 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 4,402 $1.56M 0.27% -356 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 4,394 $1.56M 0.19% -104 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 4,380 $1.56M 0.05% -1,101 13F-HR Timeline Group Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 4,380 $1.56M 0.09% +1,660 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 4,376 $1.56M 0.33% +12 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 4,356 $1.55M 0.34% new 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 4,325 $1.54M 0.19% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 4,324 $1.54M 0.38% +27 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 4,319 $1.54M 0.84% +276 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 4,314 $1.53M 0.85% +590 13F-HR Timeline Premier Financial Group More: the full row for Premier Financial Group 4,338 $1.53M 0.41% 0 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 4,309 $1.53M 0.83% +265 13F-HR Timeline Shearwater Capital LLC More: the full row for Shearwater Capital LLC 4,309 $1.53M 0.91% -26 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 4,307 $1.53M 0.05% 0 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 4,301 $1.53M 0.19% +3,555 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 4,298 $1.53M 1.41% +7 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 4,295 $1.53M 0.16% +475 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 4,272 $1.52M 0.13% +83 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 4,230 $1.5M 0.95% -244 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 4,226 $1.5M 0.02% +686 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 6,180 $1.5M 0.21% -2,457 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 4,210 $1.5M 0.66% -428 13F-HR Timeline Busey Bank More: the full row for Busey Bank 4,193 $1.49M 0.04% +70 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 4,171 $1.48M 0.3% +71 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 4,166 $1.48M 0.29% new 13F-HR Timeline Valley Financial Group, Inc. More: the full row for Valley Financial Group, Inc. 4,160 $1.48M 0.84% -318 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 4,157 $1.48M 0.17% 0 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 4,145 $1.47M 0.13% -50 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 4,129 $1.47M 0.29% +800 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 4,126 $1.47M 0.25% new 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 4,121 $1.46M 0.16% new 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 4,106 $1.46M 0.56% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 4,102 $1.46M 0.04% +150 13F-HR Timeline Group B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 4,093 $1.46M 0.35% -215 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 4,080 $1.45M 0.2% +2,853 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 4,076 $1.45M 0.03% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 4,067 $1.45M 0.12% +2,080 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 4,058 $1.44M 0.52% -193 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 4,054 $1.44M 0.29% 0 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 4,049 $1.44M 0.06% +900 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 4,018 $1.44M 0.09% 0 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 4,041 $1.44M 0.77% +112 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 4,038 $1.44M 0.19% +95 13F-HR Timeline INNEALTA CAPITAL, LLC More: the full row for INNEALTA CAPITAL, LLC 4,028 $1.43M 0.72% -194 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 4,021 $1.43M 1.18% -111 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 4,017 $1.43M 0.52% -32 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 4,016 $1.43M 0.21% -1,089 13F-HR Timeline SPROTT INC. More: the full row for SPROTT INC. 4,007 $1.42M 0.05% -110 13F-HR Timeline MEDICI CAPITAL LLC More: the full row for MEDICI CAPITAL LLC 4,000 $1.42M 1.06% 0 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 3,998 $1.42M 0.08% -86 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,971 $1.41M 0.02% +1,050 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Lanham O'Dell & Company, Inc. More: the full row for Lanham O'Dell & Company, Inc. 3,969 $1.41M 0.45% +1,183 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 3,968 $1.41M 0.35% 0 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 3,966 $1.41M 0.46% +279 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 3,949 $1.4M 0.97% +2,949 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 3,934 $1.4M 0.26% +50 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 3,930 $1.4M 1.02% -63 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,923 $1.39M 0.05% -525 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 3,919 $1.39M 0.23% 0 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 3,917 $1.39M 0.1% +10 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 3,913 $1.39M 0.13% -16 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 3,912 $1.39M 0.61% -4 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 3,902 $1.39M 0.34% +511 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 3,894 $1.38M 0.35% +150 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 3,880 $1.38M 0.85% +566 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 3,878 $1.38M 0.09% -2,358 13F-HR Timeline Giverny Capital Inc. More: the full row for Giverny Capital Inc. 3,876 $1.38M 0.05% 0 13F-HR/A Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 3,876 $1.38M 0.95% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,867 $1.38M 0.04% +1,266 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 3,839 $1.36M 0.23% -11 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 3,825 $1.36M 0.19% -331 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 3,681 $1.36M 0.46% +40 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 3,820 $1.36M 0.8% +65 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 3,802 $1.35M 0.08% +591 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 3,798 $1.35M 0.07% -24 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,785 $1.35M 0.19% +648 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 3,776 $1.34M 0.04% +560 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 3,771 $1.34M 0.2% +32 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 3,769 $1.34M 0.81% -572 13F-HR/A Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 3,744 $1.33M 0.26% 0 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 3,743 $1.33M 0.02% -12 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 3,742 $1.33M 0.02% -45 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 3,720 $1.32M 0.95% +173 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 3,717 $1.32M 0.14% +86 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 3,712 $1.32M 1.19% +147 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 3,711 $1.32M 0.15% +859 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 3,710 $1.32M 0.06% -446 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 3,710 $1.32M 0.11% -52 13F-HR Timeline Group Clark Wealth Partners More: the full row for Clark Wealth Partners 3,324 $1.32M 0.8% +48 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 3,702 $1.32M <0.01% +1,723 13F-HR Timeline Group BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 3,684 $1.31M 0.06% +448 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 3,676 $1.31M 0.39% 0 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 3,676 $1.31M 0.04% +562 13F-HR Timeline Oceanside Advisors LLC More: the full row for Oceanside Advisors LLC 3,670 $1.3M 0.82% -1 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 3,665 $1.3M 0.02% +2,224 13F-HR Timeline Group Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 3,652 $1.3M 1.25% -47 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 3,649 $1.3M 0.55% 0 13F-HR Timeline CORSAIR CAPITAL MANAGEMENT, L.P. More: the full row for CORSAIR CAPITAL MANAGEMENT, L.P. 3,639 $1.29M 0.23% -2 13F-HR/A Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 3,636 $1.29M 0.66% -200 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 3,635 $1.29M 0.37% -5,595 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 3,628 $1.29M 0.62% +170 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 3,625 $1.29M 0.14% +2,000 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 3,625 $1.29M 0.67% +1,758 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 3,625 $1.29M 0.44% +2,734 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 3,624 $1.29M 0.67% +1,147 13F-HR/A Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 3,623 $1.29M 0.3% -3,832 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 3,608 $1.28M 0.07% +111 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 3,605 $1.28M 0.82% +65 13F-HR Timeline Chico Wealth RIA More: the full row for Chico Wealth RIA 3,600 $1.28M 0.87% 0 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 3,600 $1.28M 0.18% -9 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 3,599 $1.28M 1.39% +89 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 3,590 $1.28M 0.64% +118 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 3,579 $1.27M 0.16% +129 13F-HR Timeline Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 3,577 $1.27M 0.71% +196 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 3,573 $1.27M 0.16% 0 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 3,570 $1.27M 0.02% 0 13F-HR Timeline Group PYA Waltman Capital, LLC More: the full row for PYA Waltman Capital, LLC 3,570 $1.27M 0.34% 0 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 3,563 $1.27M 0.11% +1,685 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 3,563 $1.27M 0.29% -49 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 3,563 $1.27M 0.08% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 3,559 $1.27M 0.41% +3,489 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 3,550 $1.26M 0.08% +166 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 3,545 $1.26M 0.43% -35 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 3,544 $1.26M 0.36% -301 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 3,531 $1.26M 0.42% 0 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 3,532 $1.26M 0.12% +136 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 3,531 $1.26M 0.55% new 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 3,528 $1.25M 0.71% +94 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 3,526 $1.25M 0.2% -97 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 3,517 $1.25M 0.2% +146 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 3,516 $1.25M 0.1% +127 13F-HR/A Timeline Shorepoint Capital Partners LLC More: the full row for Shorepoint Capital Partners LLC 3,516 $1.25M 0.25% 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 3,514 $1.25M 0.17% -175 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 3,513 $1.25M 0.05% +84 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 3,499 $1.24M 0.08% -10 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 3,485 $1.24M 0.56% +3,295 13F-HR Timeline Group Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 3,478 $1.24M 0.14% +2,712 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 3,475 $1.24M 0.14% +135 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 3,470 $1.23M 0.69% +60 13F-HR Timeline WINMILL & CO. INC in group WINMILL & CO. INC More: the full row for WINMILL & CO. INC 3,465 $1.23M 0.3% 0 13F-HR Timeline Group Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 3,457 $1.23M 0.19% +120 13F-HR Timeline Ehrenkranz Partners L.P. More: the full row for Ehrenkranz Partners L.P. 3,455 $1.23M 1.08% 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 3,440 $1.22M 0.06% -50 13F-HR Timeline Brick & Kyle, Associates More: the full row for Brick & Kyle, Associates 3,425 $1.22M 0.45% +180 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 3,418 $1.22M 0.06% 0 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 3,412 $1.21M 0.1% new 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 3,412 $1.21M 0.28% +238 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 3,410 $1.21M 0.11% -3 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 3,409 $1.21M 0.09% +55 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 3,385 $1.2M 0.52% -80 13F-HR Timeline American Trust More: the full row for American Trust 3,380 $1.2M 0.1% -767 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 3,356 $1.19M 0.3% 0 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 3,349 $1.19M 0.19% -20 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 3,342 $1.19M 0.53% +42 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 3,341 $1.19M 0.03% +77 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 3,333 $1.18M 0.17% -284 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 3,317 $1.18M 0.67% +2,291 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 3,317 $1.18M 0.11% +2,000 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 3,314 $1.18M 0.04% +596 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 3,312 $1.18M 0.07% +378 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 3,308 $1.18M 0.26% 0 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 3,297 $1.17M 0.21% +1,519 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 3,297 $1.17M 0.08% -90 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 3,295 $1.17M 0.08% -13 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 3,294 $1.17M 0.69% +392 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 3,289 $1.17M 0.04% +140 13F-HR Timeline Group Embree Financial Group More: the full row for Embree Financial Group 3,284 $1.17M 0.16% 0 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 3,279 $1.17M 0.19% +100 13F-HR Timeline Astoria Portfolio Advisors LLC. 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