Souders Financial Advisors More: the full row for Souders Financial Advisors 1,744 $1.55M 0.22% -134 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 1,739 $1.55M 0.26% +50 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,739 $1.55M 0.18% +31 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 1,729 $1.54M 0.39% -87 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 1,714 $1.53M 0.39% -7 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 1,708 $1.52M 0.83% -17 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 1,706 $1.52M 0.1% +218 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,706 $1.52M 0.79% 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 1,701 $1.52M 0.03% -19 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,700 $1.52M 0.53% -23 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,693 $1.51M 0.11% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,692 $1.51M 0.15% -17 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 1,683 $1.5M 0.05% -1,970 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,681 $1.5M 0.19% +594 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,680 $1.5M 0.42% +31 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 1,676 $1.49M 0.26% -1,361 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 1,775 $1.49M 0.81% +319 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 1,669 $1.49M 0.03% +102 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 1,664 $1.48M 0.54% -55 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1,663 $1.48M 0.82% -45 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,660 $1.48M 0.11% -300 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 1,660 $1.48M 0.45% 0 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 1,654 $1.47M 0.26% -105 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 1,651 $1.47M 0.12% 0 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 1,651 $1.47M 1.6% -50 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Columbia Bank More: the full row for Columbia Bank 1,772 $1.47M 0.51% -3 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,643 $1.46M 0.08% +114 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 1,643 $1.46M 0.53% -4 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 1,643 $1.46M 1.15% 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 1,640 $1.46M 1.16% -384 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 1,638 $1.46M 0.82% +735 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,636 $1.46M 0.31% +116 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,630 $1.45M 0.18% +15 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,629 $1.45M 0.32% -72 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 1,628 $1.45M 0.11% -19 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 1,626 $1.45M 0.18% +4 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 1,619 $1.44M 0.15% -99 13F-HR Timeline Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 1,617 $1.44M 0.23% +189 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,616 $1.44M 0.29% +453 13F-HR Timeline LONDON CO OF VIRGINIA More: the full row for LONDON CO OF VIRGINIA 1,610 $1.44M 0.01% 0 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 1,605 $1.43M 0.14% +13 13F-HR/A Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,605 $1.43M 0.06% -620 13F-HR/A Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 1,604 $1.43M 0.26% +131 13F-HR Timeline Group Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 1,601 $1.43M 2.16% 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 1,597 $1.42M 0.12% -34 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 1,593 $1.42M 0.27% +51 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 1,589 $1.42M 0.03% -25 13F-HR/A Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 1,588 $1.42M 0.73% -10 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,587 $1.41M 0.26% +72 13F-HR/A Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 1,587 $1.41M 0.09% 0 13F-HR Timeline Group ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 1,584 $1.41M 0.94% -335 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 1,578 $1.41M 0.53% -24 13F-HR/A Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 1,600 $1.4M 0.03% +326 13F-HR Timeline Group ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 1,573 $1.4M 0.05% +174 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 1,572 $1.4M 0.29% +18 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 1,570 $1.4M 1.22% 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 1,569 $1.4M 0.75% +56 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 1,567 $1.4M 0.55% -17 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 1,565 $1.39M 1.4% 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,564 $1.39M 0.16% -31 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,562 $1.39M 0.1% 0 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,562 $1.39M 0.2% +96 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 91,764 $1.39M 0.46% +90,613 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,558 $1.39M 0.18% +26 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 1,552 $1.38M 0.65% -23 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 1,550 $1.38M 0.38% +14 13F-HR Timeline Westwood Wealth Management More: the full row for Westwood Wealth Management 1,548 $1.38M 0.5% -6 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 1,547 $1.38M 0.32% 0 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 1,542 $1.37M 0.03% -1 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 1,535 $1.37M 0.56% +133 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 1,534 $1.37M 0.01% -19 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 1,550 $1.37M 0.31% +7 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 1,523 $1.36M 0.38% 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 1,516 $1.35M 0.29% +496 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,514 $1.35M 0.33% +11 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 1,510 $1.35M 0.18% +53 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 1,509 $1.35M 0.29% -237 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 1,508 $1.34M 0.06% +874 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 1,504 $1.34M 0.56% +20 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 1,502 $1.34M 0.06% -12 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 1,502 $1.34M 0.41% -11 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 1,501 $1.34M 0.74% +39 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 1,498 $1.34M 0.22% -37 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,498 $1.34M 0.11% +7 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 1,496 $1.33M 0.05% +43 13F-HR Timeline Sienna Gestion More: the full row for Sienna Gestion 1,494 $1.33M 0.09% -21,479 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 1,488 $1.33M 0.3% +323 13F-HR Timeline CNB Bank More: the full row for CNB Bank 1,482 $1.32M 0.61% -83 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 1,480 $1.32M 0.37% -5 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 1,476 $1.32M 0.25% new 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 1,473 $1.31M 0.54% +233 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 1,468 $1.31M 0.36% -23 13F-HR Timeline Edge Capital Group, LLC More: the full row for Edge Capital Group, LLC 631 $1.31M 0.07% -807 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,464 $1.3M 0.05% -195 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 1,462 $1.3M 0.98% 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 1,460 $1.3M 0.15% -1,300 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,548 $1.3M 0.25% +238 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 1,453 $1.3M 0.52% +50 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 1,453 $1.3M 0.36% 13F-HR Timeline Sheets Smith Investment Management More: the full row for Sheets Smith Investment Management 1,451 $1.29M 1.1% 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 1,449 $1.29M 0.88% 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 1,441 $1.28M 0.86% +14 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 1,440 $1.28M 0.22% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 1,439 $1.28M 0.23% +231 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 1,438 $1.28M <0.01% -296 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 1,438 $1.28M 0.18% +23 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 1,436 $1.28M 0.37% 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 1,435 $1.28M 0.69% 0 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 1,428 $1.27M 0.85% +158 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 1,422 $1.27M 0.09% -59 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 1,419 $1.26M 1.13% 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,417 $1.26M 0.8% +217 13F-HR Timeline Group Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 1,412 $1.26M 0.55% -219 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 1,411 $1.26M 0.2% -526 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 1,411 $1.26M 0.38% -41 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 1,408 $1.25M 0.26% +91 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 1,408 $1.25M 0.1% -84 13F-HR Timeline Bell & Brown Wealth Advisors, LLC More: the full row for Bell & Brown Wealth Advisors, LLC 1,407 $1.25M 0.47% -24 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 1,406 $1.25M 0.14% +647 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 1,432 $1.25M 0.49% 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,399 $1.25M 0.72% 0 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 1,395 $1.24M 0.18% 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,279 $1.24M 0.01% -10 13F-HR Timeline Benchmark Investment Advisors LLC More: the full row for Benchmark Investment Advisors LLC 1,394 $1.24M 0.81% +726 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 1,282 $1.24M 0.33% 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 1,389 $1.24M 0.13% 0 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,220 $1.24M 0.03% +40 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 1,387 $1.24M 0.28% +209 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 1,492 $1.24M 0.18% 13F-HR Timeline Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 1,383 $1.23M 1.03% 0 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 1,383 $1.23M 0.55% -90 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 1,382 $1.23M 0.28% -815 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 1,382 $1.23M 0.94% +3 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 1,381 $1.23M 0.04% +12 13F-HR Timeline DORCHESTER WEALTH MANAGEMENT Co More: the full row for DORCHESTER WEALTH MANAGEMENT Co 1,381 $1.23M 0.25% -2 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 1,380 $1.23M 0.58% -873 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 1,369 $1.22M 2.42% 0 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 1,364 $1.22M 0.67% -93 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 1,362 $1.21M 0.47% 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,360 $1.21M 0.16% +735 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 1,360 $1.21M 0.91% 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 1,360 $1.21M 1.04% 0 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 1,359 $1.21M 0.3% -10 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,358 $1.21M 0.19% +19 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 1,356 $1.21M 0.87% -56 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 1,354 $1.21M 0.48% -33 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 1,350 $1.2M 0.4% 0 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 1,350 $1.2M 0.91% -256 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,346 $1.2M 0.7% -104 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 1,345 $1.2M 0.48% +11 13F-HR Timeline TANG CAPITAL MANAGEMENT LLC in group TANG CAPITAL MANAGEMENT LLC More: the full row for TANG CAPITAL MANAGEMENT LLC 1,344 $1.2M 0.08% +917 13F-HR Timeline Group Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 1,343 $1.2M 0.13% +267 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 1,342 $1.2M 0.19% +56 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 1,337 $1.19M 0.69% +40 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 1,335 $1.19M 0.22% new 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 1,332 $1.19M 0.03% 0 13F-HR Timeline OV Management LLC More: the full row for OV Management LLC 1,330 $1.19M 0.55% +75 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 1,329 $1.18M 0.45% -3 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 1,327 $1.18M 0.12% -500 13F-HR Timeline SWS Partners More: the full row for SWS Partners 1,327 $1.18M 0.36% +4 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 1,325 $1.18M <0.01% -294 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 1,324 $1.18M 1.09% 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 1,324 $1.18M 0.82% -1,172 13F-HR Timeline Executive Wealth Management, LLC More: the full row for Executive Wealth Management, LLC 1,321 $1.18M 0.09% -59 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 1,321 $1.18M 0.22% -56 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 1,319 $1.18M 0.26% -69 13F-HR/A Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 1,318 $1.17M 0.04% +125 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 1,318 $1.17M 0.45% -17 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 1,310 $1.17M 0.04% +240 13F-HR Timeline Group Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,309 $1.17M 0.51% -92 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 1,306 $1.16M 0.47% +5 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,304 $1.16M 0.12% +14 13F-HR/A Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 1,316 $1.16M 0.26% +28 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 1,300 $1.16M 0.07% 0 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 1,296 $1.16M 0.42% -75 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 1,295 $1.15M 0.66% -11 13F-HR Timeline McDonough Capital Management, Inc More: the full row for McDonough Capital Management, Inc 1,291 $1.15M 0.71% +12 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 1,289 $1.15M 0.04% +206 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 1,285 $1.15M 0.37% +11 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 1,284 $1.14M 0.35% 0 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 1,282 $1.14M 0.11% 0 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 1,281 $1.14M 0.21% -28 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 1,280 $1.14M 0.03% -111 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 1,278 $1.14M 0.73% +101 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 1,277 $1.14M 0.45% +27 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 1,276 $1.14M 0.27% +30 13F-HR Timeline Group American State Bank (Iowa) More: the full row for American State Bank (Iowa) 1,276 $1.14M 0.69% -25 13F-HR Timeline Almanack Investment Partners, LLC. 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