Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 3,526 $995K 0.99% +179 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 3,420 $991K 0.58% -72 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 3,419 $991K 0.27% 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 3,413 $989K 0.2% +635 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 3,411 $989K 0.05% -14 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 3,410 $988K 0.29% -188 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 3,402 $986K 0.09% -9 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 3,400 $986K 0.24% +14 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 3,393 $984K 0.42% +50 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 3,394 $984K 0.31% +5 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 3,393 $984K 0.47% -35 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 3,385 $981K 0.33% 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 3,385 $981K 0.48% 0 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 3,384 $981K 0.1% new 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 3,365 $976K 0.6% +11 13F-HR Timeline TANG CAPITAL MANAGEMENT LLC in group TANG CAPITAL MANAGEMENT LLC More: the full row for TANG CAPITAL MANAGEMENT LLC 3,365 $975K 0.06% new 13F-HR Timeline Group MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 3,363 $975K 0.14% -198 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 3,355 $973K 0.03% -52 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 3,350 $971K 0.22% -35 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 3,349 $971K 0.12% -492 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 3,140 $969K 0.11% +107 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 3,342 $969K 0.64% +200 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 3,335 $967K 0.21% +2 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 3,332 $966K 0.29% +128 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 3,331 $966K 0.2% -208 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 3,326 $964K 0.42% +62 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 3,325 $964K 0.1% -257 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 3,322 $963K 0.87% +53 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 3,321 $963K 0.1% +253 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 3,312 $960K 0.19% -87 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 3,308 $959K 0.35% +101 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 3,297 $956K 0.75% 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 3,294 $955K 0.08% -1,683 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 3,287 $953K 0.12% +21 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 3,284 $952K 0.17% +2,008 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 3,283 $952K 0.43% +12 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 3,272 $949K 0.1% +25 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 3,265 $946K 0.63% 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 3,259 $945K 0.06% +77 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 3,251 $942K 0.1% +193 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 3,251 $942K 0.13% -132 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 3,251 $942K 0.42% -178 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 3,247 $941K 0.45% -936 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 3,246 $941K 0.16% +17 13F-HR Timeline Northwest Bank & Trust Co More: the full row for Northwest Bank & Trust Co 3,178 $941K 0.69% -46 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 3,243 $940K 0.35% +47 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 3,240 $939K 0.32% 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 3,237 $938K 0.35% -139 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3,236 $938K 0.02% +240 13F-HR Timeline Group Gibbs Wealth Management More: the full row for Gibbs Wealth Management 3,229 $936K 0.25% +1,189 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 3,227 $935K 0.01% +1,709 13F-HR Timeline Group Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 3,221 $934K 1.02% +10 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 3,220 $933K 0.08% -98 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 3,214 $932K 0.06% +10 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 3,209 $930K 0.26% -69 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 3,200 $928K 0.8% -50 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 2,985 $925K 0.42% 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 3,189 $924K 0.13% 0 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 3,185 $923K 0.97% 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 2,989 $922K 0.22% -27 13F-HR Timeline Eagle Ridge Investment Management More: the full row for Eagle Ridge Investment Management 3,180 $922K 0.08% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 3,179 $922K 0.51% -155 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 3,179 $922K 0.29% -149 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 3,153 $914K 0.36% -56 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 3,153 $914K 0.28% -41 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 3,153 $914K 0.99% 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 3,152 $914K 0.15% -47 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 3,153 $913K 0.64% +10 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 3,149 $913K 0.12% -1,099 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 3,146 $912K 0.15% +107 13F-HR/A Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 3,139 $910K 0.79% 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 3,134 $909K 0.2% -17 13F-HR Timeline Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 3,134 $909K 0.7% 13F-HR Timeline Savoie Capital LLC More: the full row for Savoie Capital LLC 3,129 $907K 0.11% 0 13F-HR Timeline Cyrus J. Lawrence, LLC More: the full row for Cyrus J. Lawrence, LLC 3,126 $906K 0.18% -139 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 3,121 $905K 0.06% -53 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 3,119 $904K 0.2% -924 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 3,115 $903K 0.75% 0 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 3,107 $901K 0.33% -474 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 3,104 $900K 0.06% +491 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 3,101 $899K 0.24% -957 13F-HR Timeline Core Wealth Management, Inc. More: the full row for Core Wealth Management, Inc. 3,098 $898K 0.35% -121 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 3,096 $898K 0.06% +8 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 3,096 $897K 0.47% +64 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 3,095 $897K 0.21% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 3,085 $894K 0.29% +7 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 3,077 $892K 0.07% +1 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 3,077 $892K 0.04% +39 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 3,074 $891K 0.31% -51 13F-HR Timeline Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 3,075 $891K 0.83% 0 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 3,068 $889K 0.45% +618 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 3,068 $889K 0.59% 0 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 3,058 $886K 0.91% 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 3,054 $885K 0.58% 0 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 3,046 $883K 0.74% +338 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 3,034 $879K 0.24% +1 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 3,032 $879K 0.18% -8 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 3,027 $877K 0.12% -13 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 3,031 $877K 0.19% -92 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 3,023 $876K 0.12% -21 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 3,018 $875K 0.14% 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 3,012 $873K 0.15% 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 3,005 $871K 0.41% +25 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 3,005 $871K 0.42% -489 13F-HR Timeline BLACKHILL CAPITAL INC More: the full row for BLACKHILL CAPITAL INC 3,000 $870K 0.05% 0 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 3,000 $870K 0.15% 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 2,996 $869K 0.24% 0 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 2,995 $868K 0.46% +30 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 2,985 $865K 0.55% +917 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 2,976 $863K 0.69% 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,975 $862K 0.05% +653 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 2,968 $860K 0.63% 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 2,965 $860K 0.22% +127 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 2,962 $859K 0.12% +229 13F-HR Timeline Group Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 2,963 $859K 0.02% +7 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 2,957 $857K 0.3% 0 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 2,954 $856K 0.48% +3 13F-HR Timeline TLWM More: the full row for TLWM 2,949 $855K 0.17% +128 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 2,946 $854K 0.08% +77 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 2,944 $853K 0.4% +297 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 2,944 $853K 0.24% 0 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 2,935 $851K 0.76% -134 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 2,937 $850K 0.41% -16 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 2,898 $849K 0.27% +27 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 2,930 $849K 0.02% -82 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 2,925 $848K 0.26% +18 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 2,922 $847K 0.05% +8 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 2,911 $844K 0.29% +30 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 2,911 $844K 0.62% -13 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 2,904 $842K 0.32% +2 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 2,898 $840K 0.47% +11 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 2,896 $840K 0.74% -203 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 2,897 $839K 0.03% +71 13F-HR/A Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 2,889 $838K 0.36% +5 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 2,888 $837K 0.65% 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 2,885 $836K 0.1% +1 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 2,745 $836K 0.1% -175 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 2,875 $833K 0.34% +50 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 2,873 $833K 0.15% -70 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 2,871 $832K 0.17% +111 13F-HR/A Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 2,871 $832K 0.53% -70 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 2,862 $830K 0.2% -1 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 2,841 $825K 0.61% 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 2,844 $824K 0.21% -179 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 2,840 $823K 0.55% +107 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 2,838 $823K 0.26% +100 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 2,836 $822K 0.55% +203 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 2,830 $820K 0.23% +179 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 2,830 $820K 0.17% 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 2,826 $819K 0.09% 0 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 2,820 $817K 0.13% 0 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 2,803 $813K 0.08% -59 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 2,804 $813K 0.12% 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 2,800 $812K 0.62% 0 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 2,794 $810K 0.44% +28 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 2,792 $809K 0.16% +342 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 2,786 $808K 0.18% -76 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 2,836 $807K 0.31% 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 2,783 $807K 0.63% -50 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 2,782 $806K 0.54% 0 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 2,769 $803K 0.69% +94 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 2,762 $801K 0.09% 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 2,758 $799K 0.21% +358 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 2,753 $799K 0.29% -100 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 2,753 $798K 0.07% +10 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 2,754 $798K 0.14% -85 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 2,751 $798K 0.12% +5 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 2,751 $798K 0.37% -200 13F-HR Timeline Geller Advisors LLC More: the full row for Geller Advisors LLC 2,730 $791K 0.05% -2 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 2,730 $791K 0.63% 0 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 2,725 $790K 0.42% new 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 2,725 $790K 0.05% -200 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 2,723 $789K 0.05% +72 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 2,722 $789K 0.46% 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 2,716 $787K 0.62% 0 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 2,715 $787K 0.17% +20 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 2,711 $786K 0.26% +169 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 2,710 $786K 0.1% -64 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 2,708 $785K 0.1% -72 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 2,698 $782K 0.14% -1,981 13F-HR/A Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 2,695 $781K 0.46% +116 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 2,691 $780K 0.09% -318 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,686 $779K 0.11% -275 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 2,685 $778K 0.1% +2,560 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 2,685 $778K 0.05% +815 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 2,683 $778K 0.18% -92 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 2,676 $776K 0.1% +16 13F-HR Timeline ARRIEN INVESTMENTS, INC. More: the full row for ARRIEN INVESTMENTS, INC. 2,663 $773K 0.55% +14 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,666 $773K 0.15% +121 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 2,657 $770K 0.46% +107 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 2,657 $770K 0.63% 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 2,654 $769K 0.17% +218 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 2,643 $766K 0.19% +82 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,641 $766K 0.05% -2,384 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 2,642 $766K <0.01% -3,429 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 2,641 $766K 0.16% +1,077 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 2,634 $764K 0.25% +1,662 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 2,600 $763K 0.11% 0 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 2,628 $762K 0.09% -10,252 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 2,627 $762K 0.6% -246 13F-HR Timeline