Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 4,193 $1.09M 0.01% +61 13F-HR Timeline Group Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 4,183 $1.09M 0.06% +874 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 4,154 $1.09M 0.02% -1,348 13F-HR/A Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 4,147 $1.08M 0.09% -149 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 4,144 $1.08M 0.14% +1,690 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 4,131 $1.08M 0.49% -100 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 4,128 $1.07M 0.24% +16 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 4,125 $1.07M 0.34% +319 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 4,121 $1.07M 0.29% 0 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 4,111 $1.07M 0.01% +3 13F-HR Timeline Group SPINNAKER TRUST More: the full row for SPINNAKER TRUST 4,070 $1.06M 0.06% +5 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 4,069 $1.06M 0.07% +21 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,929 $1.05M 0.02% +1,357 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 4,026 $1.05M 0.15% -5,439 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 4,026 $1.05M 0.04% +148 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 4,004 $1.04M 0.03% -168 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 4,003 $1.04M 0.52% -253 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 3,976 $1.04M 0.21% -410 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 3,976 $1.03M 0.31% -63 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 3,962 $1.03M 0.02% +125 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 3,953 $1.03M 0.2% 0 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,950 $1.03M 0.05% +27 13F-HR Timeline FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 3,943 $1.03M 0.04% +1,603 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 3,939 $1.03M 0.03% -9 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 3,933 $1.02M 0.09% +105 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,936 $1.02M 0.02% +883 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 3,933 $1.02M 0.24% +171 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 3,928 $1.02M 0.1% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,911 $1.02M 0.02% -121 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 3,906 $1.02M 0.06% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 3,878 $1.01M 0.02% +149 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 3,877 $1.01M 0.1% -1,648 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 3,861 $1M 0.08% -156 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 3,842 $1000K 0.06% +409 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,830 $997K 0.08% +520 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 3,823 $995K 0.02% -91 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 3,819 $994K 0.1% -414 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 3,818 $994K 0.06% -230 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 3,814 $991K <0.01% -19,130 13F-HR Timeline Group TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 3,796 $988K 0.09% -28 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 3,784 $985K 0.09% +16 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 3,767 $981K 0.66% -60 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 3,763 $979K 0.29% -201 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 3,755 $977K 0.05% -12 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 3,747 $975K 0.08% -144 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 3,721 $969K 0.02% +3 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,710 $966K 0.02% -778 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 3,852 $963K 0.09% -122 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 3,600 $962K 0.18% 0 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 3,686 $959K 0.05% -34 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 3,641 $948K 0.03% -101 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,506 $945K 0.03% +273 13F-HR Timeline GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 3,619 $942K 0.29% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,602 $937K 0.03% +5 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 3,596 $936K 0.47% 0 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 3,595 $935K 0.06% +5 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,586 $933K 0.06% +15 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 3,570 $929K 0.21% -138 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 3,567 $928K 0.08% -200 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 3,567 $928K 0.72% -242 13F-HR Timeline MLP3, LLC More: the full row for MLP3, LLC 3,554 $925K 1.02% +3 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 3,548 $924K 0.21% -35 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,526 $918K 0.06% +166 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 3,522 $917K 0.05% +67 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,516 $915K 0.08% -734 13F-HR Timeline Group DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 3,516 $915K 0.18% 0 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 3,508 $913K 0.26% +3,348 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 3,508 $913K 0.26% -76 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 3,500 $911K 0.38% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 3,497 $910K 0.06% -228 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 3,490 $908K 0.09% +6 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 3,480 $906K 0.02% +288 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 3,466 $902K 0.65% 0 13F-HR Timeline CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 3,457 $900K 0.08% 13F-HR Timeline Group Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 3,450 $898K 0.03% -219 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 3,426 $892K 0.11% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 3,424 $891K 0.02% +610 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 3,418 $890K 0.21% +300 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 3,319 $864K 0.04% -20,267 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 3,482 $864K 0.52% +31 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 3,307 $861K 0.15% +1,894 13F-HR Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 3,296 $858K 0.06% -227 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 3,282 $854K 0.04% +19 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 3,258 $848K 0.29% +1,740 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 3,258 $848K 0.38% 0 13F-HR Timeline Hardworking Capital Advisors, LLC More: the full row for Hardworking Capital Advisors, LLC 3,251 $846K 0.79% +2 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,248 $845K 0.01% -883 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 3,180 $833K 0.13% -39 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 3,190 $830K 0.17% 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 3,168 $825K 0.06% +10 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 3,157 $822K 0.34% -1,294 13F-HR Timeline WESTCO ADVISORY SERVICES INC /ADV More: the full row for WESTCO ADVISORY SERVICES INC /ADV 3,148 $819K 0.53% -192 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 3,133 $815K 0.17% +2 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 3,115 $811K 0.02% +100 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 3,112 $810K 0.04% -104 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 3,097 $806K 0.08% -19 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 3,093 $805K 0.03% +1,076 13F-HR Timeline Group RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 3,092 $805K 0.01% +100 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 3,078 $801K 0.55% +1,643 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 3,071 $799K 0.55% -10 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 3,032 $789K 0.09% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 3,020 $786K 0.19% -73 13F-HR Timeline Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 3,019 $786K 0.48% +20 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 3,015 $785K 0.11% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,991 $783K 0.02% -576 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 3,000 $781K 0.13% 0 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 3,015 $780K 0.47% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,997 $780K 0.03% +7 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,978 $779K 0.02% +1,507 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 2,990 $778K 0.29% -183 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 2,985 $777K 0.27% +394 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 2,982 $776K 0.26% -39 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 2,978 $775K 0.4% 0 13F-HR/A Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 2,974 $774K 0.13% new 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 2,952 $768K 0.01% 0 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 2,948 $767K 0.16% -170 13F-HR Timeline Latash Investments, LLC More: the full row for Latash Investments, LLC 2,945 $767K 0.6% 0 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 2,936 $764K 0.16% +800 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 2,934 $764K 0.24% 0 13F-HR Timeline Farrow Financial, Inc. More: the full row for Farrow Financial, Inc. 2,933 $763K 0.43% -15 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 2,915 $763K 0.59% -173 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 2,926 $762K 0.01% new 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 2,908 $757K 0.05% -52 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 2,904 $756K 0.05% +9 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 2,901 $755K 0.09% +7 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 2,895 $754K 0.01% +262 13F-HR Timeline Group Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 2,872 $748K 0.01% -76 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 2,865 $746K 0.23% +17 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 2,863 $745K 0.04% -115 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 2,853 $743K 0.04% +909 13F-HR Timeline Goldenstone Wealth Management LLC More: the full row for Goldenstone Wealth Management LLC 2,850 $742K 0.54% 0 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 2,828 $736K 0.11% -64 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,827 $736K 0.07% -60 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,806 $735K 0.03% -590 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 2,822 $734K 0.05% -809 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 2,815 $733K 0.31% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 2,811 $732K 0.03% -7 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 2,808 $731K 0.11% new 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 2,789 $730K 0.1% +176 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 2,795 $728K 0.49% -80 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 2,789 $727K 0.24% new 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 2,781 $725K 0.16% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,841 $724K 0.01% +120 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 2,761 $722K 0.2% -80 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 2,761 $719K 0.27% -18 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 2,758 $718K 0.13% +817 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 2,754 $717K 0.08% +204 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 2,751 $716K 0.28% 13F-HR/A Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 2,745 $714K 0.22% -151 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 2,744 $714K 0.02% new 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 2,745 $714K 0.18% -50 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 2,743 $714K 0.24% 0 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 2,726 $710K 0.04% +64 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 2,720 $708K 0.19% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,717 $707K 0.03% +46 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 2,717 $707K 0.23% -450 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 2,707 $705K 0.04% -346 13F-HR Timeline TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 2,700 $703K 0.01% -852 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 2,700 $703K 0.14% -20 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,684 $699K 0.02% +1,122 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,681 $698K 0.02% +276 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,681 $697K 0.11% +17 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 2,676 $697K 0.05% -33 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 2,661 $693K 0.01% -53 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 2,661 $693K 0.53% -19,133 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 2,658 $692K 0.44% +2 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,644 $688K 0.1% -57 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 2,638 $688K 0.01% +540 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 2,621 $682K 0.04% -712 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 2,606 $678K 0.06% 0 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 2,602 $677K 0.1% 0 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 2,599 $676K 0.05% +325 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,594 $676K 0.01% +863 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 2,598 $676K 0.01% -878 13F-HR Timeline Group Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 2,593 $675K 0.12% -424 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 2,591 $674K 0.05% +41 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 2,591 $674K 0.13% -60 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 2,585 $673K 0.04% 0 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 2,490 $672K 0.05% +76 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 2,580 $672K 0.16% 0 13F-HR/A Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 2,575 $670K 0.01% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,566 $668K 0.04% +18 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 2,560 $666K 0.12% new 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 2,550 $664K 0.01% 0 13F-HR Timeline Group First Pacific Financial More: the full row for First Pacific Financial 2,548 $663K 0.09% +57 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 2,541 $661K 0.06% +7 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 2,539 $661K 0.03% -212 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 2,533 $659K 0.14% +536 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 2,527 $658K 0.44% new 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 2,525 $657K 0.11% +3 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 2,506 $652K 0.06% -100 13F-HR Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 2,490 $648K 0.21% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,482 $646K 0.01% -5,685 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 2,479 $645K 0.02% -150 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 2,471 $643K 0.16% +31 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,467 $642K 0.02% +82 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 2,440 $639K 0.45% 0 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 2,453 $638K 0.33% -634 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 2,436 $638K 0.11% -473 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 2,451 $638K 0.05% +84 13F-HR Timeline