Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 36,316 $6.33M 0.93% -1,218 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 36,272 $6.33M 1.59% +8,644 13F-HR Timeline WORMSER FRERES GESTION More: the full row for WORMSER FRERES GESTION 35,475 $6.32M 4.57% +692 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 35,971 $6.32M 1.01% +236 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 36,160 $6.31M 3.57% +244 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 36,125 $6.3M 4.41% +2,771 13F-HR Timeline LEE JOHNSON CAPITAL MANAGEMENT, LLC More: the full row for LEE JOHNSON CAPITAL MANAGEMENT, LLC 36,108 $6.3M 2.26% -11,011 13F-HR Timeline Grand Alliance Asset Management Ltd More: the full row for Grand Alliance Asset Management Ltd 36,100 $6.3M 3.81% +4,000 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 36,072 $6.29M 2.36% +416 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 36,027 $6.28M 2.81% +926 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 36,013 $6.28M 0.29% -25,285 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 36,010 $6.28M 0.7% +3,940 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 35,965 $6.27M 3.55% +3,856 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 35,921 $6.26M 2.16% -268 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 35,918 $6.26M 3.52% +2,677 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 35,861 $6.25M 0.83% 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 35,858 $6.25M 2.67% +142 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 35,847 $6.25M 1.87% +1,929 13F-HR Timeline Alessandra Capital Management, LLC More: the full row for Alessandra Capital Management, LLC 35,840 $6.25M 5.33% -1,210 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 35,817 $6.25M 3.58% -959 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 35,754 $6.24M 0.48% +837 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 35,666 $6.22M 0.53% +364 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 35,650 $6.22M 1.01% +937 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 35,620 $6.21M 1.26% +502 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 35,600 $6.21M 0.36% +760 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 35,570 $6.2M 1.87% -1,736 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 35,563 $6.2M 3.63% +1,419 13F-HR Timeline Pacific Wealth Strategies Group, Inc. More: the full row for Pacific Wealth Strategies Group, Inc. 35,533 $6.2M 3.87% -29,834 13F-HR Timeline BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 35,500 $6.19M 2.12% +9,300 13F-HR Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 35,444 $6.18M 3.18% +6,590 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 35,389 $6.17M 3.08% +456 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 35,347 $6.16M 1.74% +438 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 35,337 $6.16M 1.63% 0 13F-HR Timeline Group Claris Financial LLC More: the full row for Claris Financial LLC 35,326 $6.16M 3.37% -3,575 13F-HR Timeline Private Harbour Investment Management &… More: the full row for Private Harbour Investment Management & Counsel, LLC 35,319 $6.16M 6.76% -7,925 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 35,292 $6.15M 0.68% -779 13F-HR Timeline Maniro Ltd More: the full row for Maniro Ltd 35,290 $6.15M 1.86% new 13F-HR Timeline Spectrum Strategic Capital Management, … More: the full row for Spectrum Strategic Capital Management, LLC 35,281 $6.15M 3.31% +524 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 35,220 $6.14M 1.97% +12,981 13F-HR Timeline AXON CAPITAL LP More: the full row for AXON CAPITAL LP 35,200 $6.14M 12.01% new 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 35,198 $6.14M 1.49% +41 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 35,189 $6.14M 4.39% +2,658 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 35,143 $6.13M 3.74% -37 13F-HR Timeline Commerce Advisors, LLC More: the full row for Commerce Advisors, LLC 35,121 $6.13M 5.15% 13F-HR Timeline City State Bank More: the full row for City State Bank 35,056 $6.11M 1.59% +396 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 35,052 $6.11M 2.43% -652 13F-HR Timeline WEITZ INVESTMENT MANAGEMENT, INC. More: the full row for WEITZ INVESTMENT MANAGEMENT, INC. 35,000 $6.1M 0.43% new 13F-HR Timeline VIKING FUND MANAGEMENT LLC More: the full row for VIKING FUND MANAGEMENT LLC 35,000 $6.1M 0.63% -20,000 13F-HR Timeline Resolute Capital Asset Partners LLC More: the full row for Resolute Capital Asset Partners LLC 35,000 $6.1M 3.21% new 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 34,999 $6.1M 1.13% +3,522 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 34,917 $6.09M 1.33% -2,225 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 34,896 $6.09M 0.82% -3,550 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 34,834 $6.08M 0.8% +1,609 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 34,825 $6.07M 2.3% -4,338 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 34,803 $6.07M 0.5% +30 13F-HR Timeline Graphene Investments SAS More: the full row for Graphene Investments SAS 34,800 $6.07M 4.07% 0 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 34,756 $6.06M 2.61% +77 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 34,755 $6.06M 1.35% -178 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 34,714 $6.05M 0.64% +687 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 34,704 $6.05M 3.34% +1,133 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 34,668 $6.05M 0.28% +1,095 13F-HR Timeline Group VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 34,651 $6.04M 0.61% +2,509 13F-HR Timeline Harber Asset Management LLC More: the full row for Harber Asset Management LLC 34,643 $6.04M 3.86% -14,157 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 34,630 $6.04M 0.45% +24,936 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 34,569 $6.03M 1.08% -3,567 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 34,565 $6.03M 1.15% -525 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 34,548 $6.03M 0.48% +6,065 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 34,547 $6.03M 2.04% +107 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 34,541 $6.02M 1.84% -4,062 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 34,472 $6.01M 1.08% +1,282 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 34,409 $6M 2.48% -8,343 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 34,402 $6M 0.63% -1,077 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 34,378 $6M 1.54% +558 13F-HR Timeline Taylor Securities Services, Inc. More: the full row for Taylor Securities Services, Inc. 34,366 $5.99M 2.8% +438 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 34,336 $5.99M 4.27% +1,170 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 34,336 $5.99M 3.17% -275 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 34,338 $5.99M 0.77% 0 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 34,328 $5.99M 0.69% -23 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 34,314 $5.98M 0.1% +3,564 13F-HR Timeline Group Science & Technology Partners, L.P. More: the full row for Science & Technology Partners, L.P. 34,300 $5.98M 1.57% -32,500 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 34,184 $5.96M 2% -643 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 34,117 $5.95M 2.28% 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 34,091 $5.95M 2.07% +6,500 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 34,075 $5.94M 3.03% +3,199 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 34,070 $5.94M 0.35% -544 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 34,052 $5.94M 1.06% +17,436 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 34,007 $5.93M 4.4% -259 13F-HR Timeline JBF Capital, Inc. More: the full row for JBF Capital, Inc. 34,000 $5.93M 0.88% -15,000 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 33,971 $5.92M 0.64% -1,000 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 33,905 $5.91M 3.64% +335 13F-HR Timeline Stenham Asset Management Ltd More: the full row for Stenham Asset Management Ltd 33,810 $5.9M 2.86% -27,927 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 33,793 $5.89M 3.19% +82 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 33,777 $5.89M 0.96% +545 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 33,773 $5.89M 3.13% -80 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 33,694 $5.88M 1.13% +785 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 33,678 $5.87M 0.82% +397 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 33,674 $5.87M 1.05% -1,134 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 33,610 $5.86M 1.66% -2,388 13F-HR Timeline Avanda Investment Management Pte. Ltd. More: the full row for Avanda Investment Management Pte. Ltd. 33,600 $5.86M 9.28% +10,500 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 33,595 $5.86M 1.19% +6,370 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 33,564 $5.85M 0.92% +26,151 13F-HR Timeline FULCRUM WEALTH ADVISORS, LLC More: the full row for FULCRUM WEALTH ADVISORS, LLC 33,555 $5.85M 4.85% -1,780 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 31,009 $5.85M 0.53% -2,069 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 33,440 $5.83M 5.93% -155 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 33,410 $5.83M 1.14% -78 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 33,375 $5.82M 2.3% -469 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 33,355 $5.82M 3.4% -2,051 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 33,230 $5.8M 1.63% +22 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 33,199 $5.79M 1.48% +1,520 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 33,179 $5.79M 1.1% +370 13F-HR Timeline Signature Wealth Management Group More: the full row for Signature Wealth Management Group 33,168 $5.78M 2.2% +14,958 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 33,120 $5.78M 0.59% +4,070 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 33,120 $5.78M 1.58% +43 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 33,100 $5.77M 2.09% +2,610 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 33,084 $5.77M 0.57% -2,240 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 33,014 $5.76M 1.68% +60 13F-HR/A Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 33,012 $5.76M 4.68% -243 13F-HR Timeline Arch Global Advisors, LLC More: the full row for Arch Global Advisors, LLC 33,000 $5.76M 3% 13F-HR Timeline Capelight Capital Asset Management LP More: the full row for Capelight Capital Asset Management LP 33,000 $5.76M 4.79% new 13F-HR/A Timeline ST. NICHOLAS PRIVATE ASSET MANAGEMENT, … More: the full row for ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC 32,995 $5.75M 5.38% -151 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 32,972 $5.75M 1.04% -977 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 32,909 $5.74M 1.75% -2,641 13F-HR Timeline DUTCH ASSET Corp More: the full row for DUTCH ASSET Corp 32,865 $5.73M 3.85% +4,531 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 32,838 $5.73M 1.46% +4,088 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 32,817 $5.72M 3.06% +246 13F-HR Timeline Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 32,800 $5.72M 6.11% 13F-HR Timeline Sowa Financial Group, Inc. More: the full row for Sowa Financial Group, Inc. 32,780 $5.72M 2.83% -669 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 32,763 $5.71M 0.64% -7,447 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 32,733 $5.71M 3.7% 0 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 32,729 $5.71M 2.56% -720 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 32,718 $5.71M 2.62% -253 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 32,699 $5.7M 5.24% +6,273 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 32,690 $5.7M 1.49% +286 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 32,662 $5.7M 5.81% -1,617 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 32,659 $5.7M 2.21% -124 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 29,039 $5.69M 0.94% -350 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 32,580 $5.68M 0.63% +1,889 13F-HR Timeline Alliance Private Wealth, LLC More: the full row for Alliance Private Wealth, LLC 32,563 $5.68M 2.04% +249 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 32,539 $5.67M 0.68% -1,979 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 32,519 $5.67M 2.49% +2,130 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 32,507 $5.67M 1.47% -107 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 32,494 $5.67M 0.09% +7,257 13F-HR Timeline Group Ahara Advisors LLC More: the full row for Ahara Advisors LLC 32,486 $5.67M 4.74% +7,977 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 32,433 $5.66M 1.28% +395 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 32,428 $5.66M 1.2% -503 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 32,415 $5.65M 2.01% +7,634 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 32,412 $5.65M 4.16% +2,464 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 35,708 $5.64M 2.42% -3,335 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 32,342 $5.64M 0.9% -81 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 0 $5.64M 3.18% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 32,297 $5.63M 1.27% +1,092 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 32,289 $5.63M 5.89% -5,043 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 32,274 $5.63M 2.73% -2,660 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 32,266 $5.63M 0.36% -4,037 13F-HR Timeline Trask Adam Roland More: the full row for Trask Adam Roland 32,208 $5.62M 5.32% 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 32,195 $5.61M 4.18% +685 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 32,137 $5.6M 2.7% +800 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 32,036 $5.59M 0.58% +3,360 13F-HR Timeline ArchPoint Investors More: the full row for ArchPoint Investors 31,990 $5.58M 1.33% +23,900 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 31,924 $5.57M 3.32% -527 13F-HR Timeline VMS Asset Management Limited More: the full row for VMS Asset Management Limited 31,909 $5.56M 3.4% -15,586 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 31,902 $5.56M 0.91% +480 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 31,864 $5.56M 4.46% +1,789 13F-HR Timeline Prospect Hill Management, LLC More: the full row for Prospect Hill Management, LLC 31,813 $5.55M 2.47% -21 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 31,806 $5.55M 1.11% +860 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 31,798 $5.55M 4.42% -1,864 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 31,788 $5.54M 1.76% 13F-HR/A Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 31,786 $5.54M 0.11% +6,979 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 31,781 $5.54M 2.97% +7,029 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 31,629 $5.52M 0.78% +446 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 31,620 $5.51M 0.85% +689 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 31,609 $5.51M 0.94% -506 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 31,609 $5.51M 3.2% +723 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 32,209 $5.5M 3.31% -1,870 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 31,508 $5.49M 0.73% +741 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 31,506 $5.49M 2.61% -497 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 31,483 $5.49M 0.04% +833 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 31,470 $5.49M 0.35% 0 13F-HR Timeline Group Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 31,353 $5.47M 1% +6,398 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 31,279 $5.45M 4.6% +1,258 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 31,264 $5.45M 0.53% +354 13F-HR/A Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 31,243 $5.45M 2.56% 0 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 31,243 $5.45M 0.3% -18,399 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 31,215 $5.44M 1.13% +1,212 13F-HR Timeline FengHe Fund Management Pte. Ltd. More: the full row for FengHe Fund Management Pte. Ltd. 31,200 $5.44M 0.75% +4,100 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 31,191 $5.44M 0.31% -1,663 13F-HR Timeline Bellecapital International Ltd. 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