Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 9,852 $881K 0.01% +415 13F-HR Timeline Group Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 9,833 $880K 0.06% -59 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 9,788 $876K 0.05% -34 13F-HR Timeline Genesis Financial Group, LLC More: the full row for Genesis Financial Group, LLC 9,764 $874K 0.51% 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 9,763 $873K 0.1% +4,593 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 9,757 $873K 0.18% +38 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 9,721 $870K 0.13% +147 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. 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More: the full row for Hilltop Holdings Inc. 9,397 $841K 0.05% -1,244 13F-HR Timeline Group TD Capital Management LLC More: the full row for TD Capital Management LLC 9,397 $841K 0.07% +56 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 9,346 $836K 0.37% -1,154 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 9,310 $833K 0.06% -7,607 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 9,284 $831K 0.46% +140 13F-HR Timeline Cedarwood Wealth LLC More: the full row for Cedarwood Wealth LLC 8,822 $828K 0.92% 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 9,249 $827K 0.48% -1,834 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 9,246 $827K 0.01% +598 13F-HR Timeline Group Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 9,228 $826K 0.15% -37 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 9,167 $820K 0.25% 0 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 9,069 $819K 0.23% +3,910 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 9,150 $819K 0.19% +2,238 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 9,121 $816K 0.78% 13F-HR Timeline SNOWWATER INVESTMENT PARTNERS, LLC More: the full row for SNOWWATER INVESTMENT PARTNERS, LLC 9,100 $814K 0.75% 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 9,079 $812K 0.4% -1,365 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 9,068 $811K 0.19% +249 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 9,056 $810K 0.14% +163 13F-HR Timeline QUANTIFY CHAOS ADVISORS, LLC More: the full row for QUANTIFY CHAOS ADVISORS, LLC 9,052 $810K 2.45% 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 9,045 $809K 0.32% -71 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 9,045 $809K 0.62% -356 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 9,027 $808K 0.09% +22 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 9,000 $805K 0.05% 0 13F-HR Timeline Group Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 8,997 $805K 0.02% -2,788 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 8,966 $802K 0.7% 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 8,834 $798K 0.31% 0 13F-HR Timeline Haverford Financial Services, Inc. More: the full row for Haverford Financial Services, Inc. 8,900 $796K 0.22% 0 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 8,884 $795K 0.05% 0 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 8,832 $790K 0.09% -263 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 8,814 $789K 0.1% 0 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 8,806 $788K 0.01% +560 13F-HR Timeline Group Glassman Wealth Services More: the full row for Glassman Wealth Services 8,801 $787K 0.11% +47 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 8,794 $787K 0.32% +81 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 8,788 $786K 0.04% -33 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 8,736 $782K 0.04% +4,245 13F-HR Timeline KDK Private Wealth Management, LLC More: the full row for KDK Private Wealth Management, LLC 8,728 $781K 0.68% -121 13F-HR/A Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 8,723 $780K 0.11% -398 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 8,438 $780K 0.05% 0 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 8,711 $779K 0.3% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 8,705 $777K <0.01% +7 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 8,586 $768K 0.14% +118 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 8,556 $765K 0.27% -382 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 8,551 $765K 0.15% 0 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 8,502 $761K 0.33% 0 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 8,494 $760K 0.09% -11,336 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 8,426 $754K 0.05% 0 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 8,365 $748K 0.37% +802 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 8,294 $742K 0.03% -374 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 8,288 $741K 0.37% +1,674 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 8,279 $741K 0.58% -183 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 8,275 $740K 0.1% 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 8,261 $739K 0.06% +886 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 8,249 $738K 0.46% 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 8,216 $735K 0.09% -99 13F-HR Timeline Pursuit Wealth Management LLC More: the full row for Pursuit Wealth Management LLC 8,213 $735K 0.63% 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 8,206 $734K 0.07% +24 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 8,185 $732K 0.33% 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 8,185 $732K 0.31% new 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 8,149 $729K 0.24% new 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 8,147 $729K 0.02% -107 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 8,123 $727K 0.2% +802 13F-HR Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 7,593 $726K 0.32% +216 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 7,801 $722K 0.23% +37 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 8,034 $719K 0.49% 0 13F-HR Timeline Wise Wealth Partners More: the full row for Wise Wealth Partners 7,981 $714K 1.02% +19 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 7,977 $714K 0.06% +3,153 13F-HR Timeline Group J.E. Simmons & Co., P.C. More: the full row for J.E. Simmons & Co., P.C. 7,944 $711K 0.46% 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 7,914 $708K 0.2% 0 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 7,897 $706K 0.1% -58 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 7,876 $705K 0.12% +36 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 7,860 $703K 0.15% -320 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 7,858 $703K 0.01% +4,534 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 7,196 $701K 0.27% -625 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 7,778 $696K 0.19% +229 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 7,737 $692K 0.28% +318 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 7,687 $688K 0.04% -1,224 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 7,685 $687K 0.32% +47 13F-HR Timeline D'Orazio & Associates, Inc. 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More: the full row for Institute for Wealth Management, LLC. 7,311 $654K 0.07% +242 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 7,319 $654K 0.14% -825 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 7,287 $652K 0.34% new 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 7,271 $650K 0.07% -256 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 7,245 $648K 0.05% -490 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 7,224 $646K 0.33% -6 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 7,222 $646K 0.02% -305 13F-HR Timeline Group Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 7,221 $646K 0.04% -300 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 7,220 $646K 0.15% -92 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 7,190 $643K 0.04% 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 7,186 $643K 0.12% -340 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 7,175 $642K 0.1% +3,558 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 7,161 $641K 0.12% 0 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 7,139 $639K 0.05% +85 13F-HR Timeline Foundry Financial LLC More: the full row for Foundry Financial LLC 7,107 $636K 0.33% 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 7,089 $634K 0.08% +2,081 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 7,085 $634K 0.03% new 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 7,053 $631K 0.13% -251 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 7,035 $629K 0.24% 0 13F-HR Timeline FPC INVESTMENT ADVISORY, INC. More: the full row for FPC INVESTMENT ADVISORY, INC. 7,023 $628K 0.34% 0 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 6,963 $623K 0.1% +3 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 6,956 $623K 0.16% -147 13F-HR Timeline Group Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 6,939 $621K 0.07% +323 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 6,935 $620K 0.18% new 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 6,934 $620K 0.13% +1 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 6,701 $619K 0.5% +1,367 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 6,914 $619K 0.05% +4,329 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 6,874 $615K 0.08% new 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 6,861 $614K 0.09% -313 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 6,858 $613K 0.22% +12 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 6,853 $613K 0.11% +2,793 13F-HR Timeline HILLTOP WEALTH ADVISORS, LLC More: the full row for HILLTOP WEALTH ADVISORS, LLC 6,840 $612K 0.31% -183 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 6,831 $611K 0.1% +57 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 6,574 $609K 0.1% -43 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 6,796 $608K 0.01% new 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 6,793 $608K <0.01% +1,847 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 6,768 $605K 0.2% 13F-HR/A Timeline Archer Investment Corp More: the full row for Archer Investment Corp 6,752 $604K 0.14% 0 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 6,701 $599K 0.02% -171 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 6,690 $598K 0.3% -400 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 6,669 $597K 0.1% 13F-HR Timeline Oath Planning, LLC More: the full row for Oath Planning, LLC 6,625 $593K 0.58% 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 6,262 $592K 0.4% 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 6,555 $586K <0.01% -250 13F-HR Timeline Group Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 6,552 $586K 0.31% +253 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 6,545 $586K 0.15% +203 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 6,526 $584K 0.23% +1,210 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 6,509 $582K 0.03% +99 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 6,497 $581K 0.1% -250 13F-HR Timeline BANK OF NOVA SCOTIA group of 2 filers holding More: the full row for BANK OF NOVA SCOTIA 6,497 $581K +3,900 Timeline SFMG, LLC More: the full row for SFMG, LLC 6,460 $578K 0.04% +683 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 6,460 $578K 0.19% -17,884 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 6,452 $577K 0.5% +22 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 6,450 $577K 0.42% 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 6,430 $575K 0.13% -122 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 6,419 $574K 0.01% new 13F-HR Timeline ELLERSON GROUP INC /ADV More: the full row for ELLERSON GROUP INC /ADV 6,390 $572K 0.39% 0 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 6,370 $570K 0.12% 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 6,356 $569K 0.32% +91 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 6,339 $567K 0.02% +50 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 6,106 $566K 0.03% +761 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 6,309 $564K 0.24% +2,569 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 6,291 $563K 0.13% 0 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 6,284 $562K 0.22% -363 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 6,270 $561K 0.02% new 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 6,261 $560K 0.11% -665 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 5,836 $558K 0.25% new 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 6,240 $558K 0.19% +42 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 6,239 $558K 0.03% 0 13F-HR Timeline J. R. Prunier Capital Management LLC More: the full row for J. R. Prunier Capital Management LLC 6,229 $557K 0.23% 13F-HR Timeline Chicago Wealth Management, Inc. More: the full row for Chicago Wealth Management, Inc. 6,204 $555K 0.22% +63 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 6,187 $553K 0.08% +34 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 6,174 $552K 0.14% -1,459 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 5,788 $552K 0.01% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 6,148 $550K 0.15% +6 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 6,145 $550K 0.07% 0 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 6,136 $549K 0.24% +659 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 5,913 $547K 0.19% -260 13F-HR Timeline