Polaris Investment Advisors, LLC More: the full row for Polaris Investment Advisors, LLC 43,533 $2.87M 2.08% 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 43,374 $2.86M 1.44% -791 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 43,315 $2.86M 0.18% -18,021 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 43,294 $2.86M 1.03% -1 13F-HR/A Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 43,240 $2.85M 0.94% +209 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 43,113 $2.85M 0.17% -314 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 42,851 $2.83M 0.87% -26,890 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 42,675 $2.82M 0.17% -15,942 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 42,604 $2.81M 1.65% +348 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 42,461 $2.8M 2.08% -2,138 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 42,414 $2.8M <0.01% -8,920 13F-HR Timeline Group Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 42,168 $2.78M 1.45% +145 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 42,164 $2.78M 0.18% -346 13F-HR Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 42,114 $2.78M 1.88% +1,569 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 42,111 $2.78M 0.38% -235 13F-HR Timeline AMARA FINANCIAL, LLC. More: the full row for AMARA FINANCIAL, LLC. 41,981 $2.77M 1.92% -509 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 41,719 $2.75M 0.21% +5,819 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 41,655 $2.75M 2.26% +238 13F-HR Timeline Summit Investment Advisory Services, LLC More: the full row for Summit Investment Advisory Services, LLC 41,611 $2.75M 1.04% -86 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 41,474 $2.74M 0.01% +4,703 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 40,960 $2.73M 0.18% +507 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 40,928 $2.73M +2,709 Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 41,239 $2.72M 0.5% -381 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 41,165 $2.72M 0.69% +20,449 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 41,148 $2.72M 0.23% -220 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 41,120 $2.71M 0.14% -499 13F-HR Timeline Group Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 40,863 $2.71M 0.36% -8,808 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 41,034 $2.71M 0.61% -239 13F-HR Timeline NorthLanding Financial Partners, LLC More: the full row for NorthLanding Financial Partners, LLC 41,017 $2.71M 2.17% +624 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 40,977 $2.7M 0.68% 0 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 40,647 $2.68M 1.17% -2,241 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 40,496 $2.67M 1.96% -781 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 40,326 $2.66M 0.2% +1,550 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 40,277 $2.66M <0.01% -71,113 13F-HR Timeline Group Operose Advisors LLC More: the full row for Operose Advisors LLC 40,236 $2.66M 0.62% -2,315 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 40,209 $2.65M 0.57% +8,136 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 40,039 $2.64M 0.3% +793 13F-HR Timeline Cosner Financial Group, LLC More: the full row for Cosner Financial Group, LLC 40,039 $2.64M 1.35% +5,655 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 39,867 $2.63M 0.08% -352 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 39,777 $2.63M 1.42% -8,963 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 39,762 $2.62M 0.81% new 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 39,622 $2.62M 0.14% -4,280 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 38,981 $2.57M 0.21% -557 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 38,889 $2.57M 0.29% -259 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 38,791 $2.56M 0.03% +3,402 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 38,598 $2.55M 0.67% -47 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 38,560 $2.54M 2.51% 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 38,555 $2.54M 0.04% -5,110 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 38,417 $2.54M 1.2% +1,773 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 38,377 $2.53M 0.19% +2,881 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 38,110 $2.52M 1.25% +22,943 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 37,908 $2.5M 0.31% -139 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 37,886 $2.5M 0.35% 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 37,875 $2.5M 0.11% +7,175 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 37,840 $2.5M 2% -551 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 37,791 $2.49M 0.08% +2,278 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 37,733 $2.49M 0.22% -302 13F-HR Timeline Group Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 37,565 $2.48M 1.31% +1,380 13F-HR Timeline MLP3, LLC More: the full row for MLP3, LLC 37,532 $2.48M 2.7% 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 37,388 $2.47M 0.09% +57 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 37,309 $2.46M 0.12% +1,616 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 37,231 $2.46M 1.71% +200 13F-HR Timeline Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 37,187 $2.45M 1.37% 13F-HR/A Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 37,177 $2.45M 0.2% +1,522 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 36,751 $2.45M 0.03% +13,459 13F-HR Timeline Astoria Strategic Wealth, Inc. More: the full row for Astoria Strategic Wealth, Inc. 36,867 $2.43M 0.61% +298 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 33,870 $2.43M 0.06% +513 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 36,766 $2.43M 0.96% +196 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 36,707 $2.42M 0.45% -3,661 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 36,499 $2.41M 1.35% +1,925 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 36,462 $2.41M 0.24% +77 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 36,408 $2.4M 0.45% +341 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 36,279 $2.39M 0.15% -583 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 36,089 $2.38M 0.87% +897 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 36,083 $2.38M 0.85% -901 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 36,068 $2.38M 0.05% -5,979 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 35,988 $2.38M 0.66% -913 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 35,944 $2.37M 0.33% +2,105 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 35,848 $2.37M 1.56% +270 13F-HR Timeline Broadview Financial Management, LLC More: the full row for Broadview Financial Management, LLC 35,712 $2.36M 1.58% +47 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 35,683 $2.36M 0.01% new 13F-HR Timeline Group EJMK Ventures LLC More: the full row for EJMK Ventures LLC 35,648 $2.35M 1.45% 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 35,646 $2.35M 1.99% 0 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 35,639 $2.35M 0.11% -6,317 13F-HR Timeline MY Wealth Management Inc. More: the full row for MY Wealth Management Inc. 35,537 $2.35M 2.04% -1,730 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 35,482 $2.34M 0.91% +985 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 35,479 $2.34M 0.07% -3,816 13F-HR Timeline Heritage Wealth Management, Inc./Texas More: the full row for Heritage Wealth Management, Inc./Texas 35,351 $2.33M 1.01% -4,107 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 35,315 $2.33M 0.17% new 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 35,210 $2.32M 0.16% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 35,164 $2.32M 0.71% 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 34,478 $2.28M 0.02% +5,964 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 34,467 $2.27M 1.93% +6,925 13F-HR Timeline Higgins & Schmidt Wealth Strategies LLC More: the full row for Higgins & Schmidt Wealth Strategies LLC 34,418 $2.27M 1.08% -57 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 34,139 $2.25M 0.09% +12,521 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 34,090 $2.25M 0.14% +29,135 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 33,876 $2.24M 0.08% +1,558 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 33,813 $2.23M 0.74% +2,674 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 33,551 $2.21M 0.04% +1,332 13F-HR Timeline Group WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 33,490 $2.21M 1.62% +404 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 33,485 $2.21M 0.16% -4,175 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 33,436 $2.21M 0.23% +238 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 33,398 $2.2M 0.79% -1,153 13F-HR Timeline ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 33,220 $2.19M 1.02% -775 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 33,111 $2.19M 0.16% +2,624 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 33,100 $2.18M 0.77% -7,637 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 33,059 $2.18M 0.81% -27,369 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 32,979 $2.18M 0.26% +1,457 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 32,921 $2.17M 0.61% -1,095 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 32,876 $2.17M 0.65% +50 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 32,833 $2.17M 0.23% -1,169 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 32,795 $2.16M 0.14% -782 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 32,402 $2.16M 0.08% +2,468 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 32,734 $2.16M 0.19% +394 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 32,685 $2.16M 0.78% -533 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 32,639 $2.15M 0.16% +1,563 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 32,590 $2.15M 0.15% 0 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 32,559 $2.15M 0.48% +6,682 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 32,395 $2.14M 0.31% -26,212 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 32,385 $2.14M 1.18% -6,305 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 32,318 $2.13M 0.21% -1,301 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 32,315 $2.13M 1.48% -350 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 32,310 $2.13M 0.66% -695 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 32,307 $2.13M 1.33% +8,942 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 32,298 $2.13M 0.07% -1 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 32,219 $2.13M 0.05% -1,822 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 32,207 $2.13M 0.55% +48 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 32,095 $2.12M 0.51% -325 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 32,010 $2.11M 0.33% -27,323 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 31,995 $2.11M 1.17% -10,862 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 31,826 $2.1M 1.49% -2,521 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 31,785 $2.1M 0.7% +430 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 31,758 $2.1M 0.05% +1,053 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 31,750 $2.1M 0.51% 0 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 31,710 $2.09M 0.34% -1,271 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 31,667 $2.09M 1.46% -915 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 29,598 $2.08M 0.25% -4,144 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 31,440 $2.08M 0.09% +229 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 30,980 $2.07M 0.42% +5 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 31,255 $2.06M 0.42% +425 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 31,210 $2.06M 0.2% new 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 31,188 $2.06M 0.12% +434 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 31,071 $2.05M 0.07% +11 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 31,049 $2.05M 0.27% +1,694 13F-HR Timeline Selby Wealth Management, LLC More: the full row for Selby Wealth Management, LLC 31,013 $2.05M 0.83% 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 30,915 $2.04M 0.45% 0 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 30,771 $2.03M 0.49% -1,346 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 30,717 $2.03M 0.31% -304 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 30,693 $2.03M 0.17% +7,343 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 30,684 $2.03M 0.42% -3,241 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 30,635 $2.02M -1,831 Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 30,543 $2.02M 0.06% -76 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 30,537 $2.02M 0.24% -1,877 13F-HR Timeline PPS&V ASSET MANAGEMENT CONSULTANTS, INC. More: the full row for PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 30,486 $2.01M 1.17% -966 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 29,231 $2.01M 0.23% -370 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 30,359 $2M 0.04% +15,643 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 30,262 $2M 0.35% -18,710 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 30,248 $2M 0.13% -564 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 30,233 $2M 0.03% +8,674 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 30,225 $1.99M 0.08% -4,823 13F-HR Timeline SFM, LLC d/b/a Sweeney Financial Adviso… More: the full row for SFM, LLC d/b/a Sweeney Financial Advisors 30,220 $1.99M 1.17% -1,193 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 30,167 $1.99M 1.43% -2,099 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 28,586 $1.98M 0.7% -7,706 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 30,004 $1.98M 0.18% +28 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 29,917 $1.97M 0.64% +7,589 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 29,763 $1.96M 0.16% +99 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 29,710 $1.96M 0.04% +3,171 13F-HR Timeline Corundum Group, Inc. 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