Graypoint LLC More: the full row for Graypoint LLC 13,254 $1.12M 0.07% +1,647 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 13,222 $1.12M 0.08% -4,980 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 13,173 $1.11M 0.04% +1,706 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 13,114 $1.11M 1.19% +7,753 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 13,110 $1.11M 0.23% +9,714 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 13,078 $1.1M 0.1% +2,297 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 13,057 $1.1M 0.36% -46,769 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 13,013 $1.1M 0.46% -2,822 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 13,012 $1.1M 0.53% new 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 12,992 $1.1M 1.14% -1,633 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 12,991 $1.1M 3.26% -259,071 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 12,900 $1.09M 0.46% +2,646 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 12,894 $1.09M 0.11% +1,059 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 12,891 $1.09M 0.09% -3,009 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 12,881 $1.09M 0.34% -10,514 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 12,844 $1.08M 0.01% -6,878 13F-HR/A Timeline Group Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 12,607 $1.08M 0.02% new 13F-HR Timeline Group LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 12,817 $1.08M 0.24% +9,862 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 12,812 $1.08M 0.04% -1,390 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 12,801 $1.08M 0.35% +675 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 12,798 $1.08M 0.1% -2,653 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 12,793 $1.08M 0.18% +1,161 13F-HR/A Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 12,767 $1.08M 0.57% +2,540 13F-HR Timeline Group Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 12,696 $1.07M 0.04% +429 13F-HR Timeline Group Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 12,670 $1.07M 0.79% -1,405 13F-HR Timeline Lauer Wealth, LLC More: the full row for Lauer Wealth, LLC 9,207 $1.07M 0.83% +1,136 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 12,631 $1.07M 0.11% -1,672 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 12,626 $1.07M 0.68% +81 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 12,581 $1.06M 0.04% +4,897 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 12,569 $1.06M 0.17% 0 13F-HR Timeline Group Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 12,532 $1.06M 0.44% 13F-HR Timeline Alpha Wealth Funds, LLC More: the full row for Alpha Wealth Funds, LLC 12,515 $1.06M 1.15% -2,272 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 12,510 $1.06M 0.23% +199 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 12,500 $1.05M 0.35% new 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 12,490 $1.05M 0.14% -2,221 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 9,079 $1.05M 0.92% -40,014 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 12,485 $1.05M 0.03% +198 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 12,441 $1.05M 0.13% +567 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 12,316 $1.04M 0.58% -703 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 12,301 $1.04M 0.2% -535 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 12,206 $1.03M 0.89% -228 13F-HR/A Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 12,190 $1.03M 0.22% -1,450 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 12,180 $1.03M 0.03% +489 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 12,159 $1.03M 0.06% +5,344 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 12,093 $1.02M 0.05% +2 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 12,074 $1.02M 0.08% -3,230 13F-HR Timeline 111 Capital More: the full row for 111 Capital 12,012 $1.01M 0.2% new 13F-HR Timeline Maytus Capital Management, LLC More: the full row for Maytus Capital Management, LLC 12,000 $1.01M 0.31% new 13F-HR Timeline Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 11,978 $1.01M 0.59% 0 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 11,977 $1.01M 0.2% +134 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 11,955 $1.01M 0.06% +257 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 11,932 $1.01M 0.7% +1,528 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 11,800 $996K 1.05% +1,100 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 11,770 $993K 0.08% +126 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 11,722 $989K 0.06% -16,281 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 11,690 $987K 0.13% -6,121 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 11,679 $986K 0.05% -8,987 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 11,642 $983K 0.21% +4,381 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 11,635 $982K <0.01% +3,079 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 11,607 $980K <0.01% +785 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 11,606 $980K 0.35% new 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 8,347 $979K 0.51% -164 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 11,556 $975K 0.12% +932 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 11,551 $975K 0.5% -6,243 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 11,550 $975K 0.35% -7,992 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 11,472 $968K 0.6% new 13F-HR Timeline Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 8,742 $966K 0.55% new 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 11,345 $958K 0.02% +817 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 8,208 $953K 0.47% +465 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 11,280 $952K 0.25% -1,779 13F-HR Timeline Group MATAURO, LLC More: the full row for MATAURO, LLC 11,267 $951K 0.19% new 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 11,250 $950K 0.11% -3,642 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 11,240 $949K 0.19% -536 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 11,210 $946K 0.07% -69,260 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 11,209 $946K 0.96% +103 13F-HR Timeline Senator Investment Group LP More: the full row for Senator Investment Group LP 11,206 $946K 0.05% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EMC Capital Management More: the full row for EMC Capital Management 11,225 $945K 0.57% -100 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 11,196 $945K 0.3% -3,641 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 11,185 $944K 0.37% -2,685 13F-HR Timeline Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 11,064 $934K 0.82% new 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 11,000 $928K 0.16% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 10,998 $928K 0.02% +1,874 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 10,955 $925K 1.02% +8,100 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 10,870 $923K 0.36% +6,578 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 10,931 $923K 0.11% +1,374 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 10,895 $920K 0.07% +708 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 10,873 $918K 0.03% +1,978 13F-HR Timeline Group RoundAngle Advisors LLC More: the full row for RoundAngle Advisors LLC 10,872 $918K 0.84% +43 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 10,796 $911K 0.4% +796 13F-HR Timeline Tamar Securities, LLC More: the full row for Tamar Securities, LLC 10,792 $911K 0.12% +1,885 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 10,786 $910K 0.02% +3,530 13F-HR Timeline Group Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 10,759 $908K 0.13% +2,761 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 10,731 $906K 0.67% +721 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 10,722 $905K 0.39% +3,900 13F-HR Timeline Group MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 10,705 $904K 0.09% +996 13F-HR/A Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 10,678 $901K 0.04% +998 13F-HR/A Timeline Vienna Asset Management LLC More: the full row for Vienna Asset Management LLC 10,660 $900K 0.71% +7,037 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 10,649 $899K 0.89% 0 13F-HR/A Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 10,602 $895K 0.05% +3,191 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 10,584 $893K 0.44% +414 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 10,548 $890K 0.01% -1,881 13F-HR/A Timeline Group Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 10,522 $888K 0.08% new 13F-HR/A Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 10,517 $888K 0.04% -1,975 13F-HR/A Timeline Group Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 10,500 $886K 1.01% -1,700 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 10,490 $885K 0.06% -50 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 10,486 $885K 0.4% -3,527 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 10,446 $882K 0.03% -1,777 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 10,438 $881K <0.01% new 13F-HR Timeline Group Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 10,424 $880K 0.2% +4,996 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 10,422 $880K 0.41% -13,286 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 10,421 $880K <0.01% +9,230 13F-HR Timeline Group Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 10,400 $878K 0.03% -2,200 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 10,361 $874K 0.71% new 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 10,320 $871K 0.09% +4,921 13F-HR Timeline McDonough Capital Management, Inc More: the full row for McDonough Capital Management, Inc 10,297 $869K 0.57% +4,588 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 10,243 $865K 0.22% new 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 10,242 $864K 0.05% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 10,145 $856K 0.17% +225 13F-HR Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 10,121 $854K 0.06% -4,933 13F-HR Timeline Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 10,120 $854K 0.84% -90 13F-HR Timeline BOURNE LENT ASSET MANAGEMENT INC More: the full row for BOURNE LENT ASSET MANAGEMENT INC 10,100 $852K 0.37% 0 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 10,100 $852K 0.64% -1,975 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 10,084 $851K 0.05% +5,488 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 10,084 $851K 0.23% -1,801 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 10,072 $850K 0.13% +1,075 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 9,593 $850K 0.08% -3,055 13F-HR Timeline Group Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 10,049 $848K 0.52% -219 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 7,777 $847K 0.12% -51 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 10,004 $844K 0.12% -1,058 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 10,000 $844K 0.5% 0 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 9,966 $841K 0.02% +5,762 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 9,956 $840K 0.03% +356 13F-HR Timeline EMERALD ADVISERS, LLC in group EMERALD ADVISERS, LLC More: the full row for EMERALD ADVISERS, LLC 9,908 $836K 0.04% +1,542 13F-HR Timeline Group Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 9,900 $836K 0.21% -160 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 9,856 $832K 0.23% -2,579 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 9,840 $830K 0.16% -100 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 9,813 $828K 0.03% +410 13F-HR Timeline Group Diligent Investors, LLC More: the full row for Diligent Investors, LLC 9,799 $827K 0.2% +2,104 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 9,764 $827K 0.07% +1,337 13F-HR Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 9,735 $822K 0.14% +4,535 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 9,716 $820K 0.14% +1,136 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 9,678 $817K 0.11% -1,753 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 9,662 $815K 0.13% +1,225 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 9,656 $815K 0.16% -4,944 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 9,651 $815K 0.15% +131 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 9,640 $814K 0.02% -7,873 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 9,638 $813K 0.65% +660 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 9,573 $808K 0.25% +467 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 9,550 $806K 0.17% +1,980 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 6,781 $803K 0.08% new 13F-HR Timeline TRIGLAV INVESTMENTS, D.O.O. More: the full row for TRIGLAV INVESTMENTS, D.O.O. 9,500 $802K 0.07% new 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 9,464 $799K 0.03% new 13F-HR Timeline Group NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 9,412 $794K 0.09% +4,160 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 9,376 $791K 0.5% +2,168 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 9,345 $789K 0.04% +1,116 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 9,329 $787K 0.17% +2,000 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 9,306 $785K 0.11% +269 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 9,289 $784K 0.03% +496 13F-HR Timeline Quarry LP More: the full row for Quarry LP 9,262 $782K 0.2% +6,152 13F-HR Timeline Disciplined Equity Management, Inc. More: the full row for Disciplined Equity Management, Inc. 9,260 $782K 0.54% new 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 9,240 $780K 0.06% -1,227 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 9,198 $776K 0.08% -793 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 9,146 $772K 0.01% +460 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 10,168 $769K 0.07% 0 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 9,100 $768K 0.33% +416 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 9,095 $768K 0.16% +1,111 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 9,075 $766K 0.32% -3,920 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 9,067 $765K 0.06% -7,512 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 9,037 $763K 0.23% +1,338 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 9,024 $762K 0.09% +5,448 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 8,996 $759K 0.41% -1,200 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 6,961 $758K 0.09% -100 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 8,972 $757K 0.64% new 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 8,950 $755K 0.01% +2,242 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 8,950 $755K 0.37% -2,200 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 8,950 $755K 0.4% +97 13F-HR Timeline BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 8,896 $751K 0.22% +1,266 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 8,891 $750K 0.05% -1,125 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 8,802 $743K 0.26% +4,572 13F-HR Timeline PALO ALTO WEALTH ADVISORS, LLC More: the full row for PALO ALTO WEALTH ADVISORS, LLC 5,791 $742K 0.29% +1,530 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 8,764 $740K 0.01% +1,734 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 8,734 $737K 0.04% +2,737 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 8,695 $734K 0.03% -768 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 8,548 $734K 0.11% -3,447 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 8,666 $731K 0.05% +815 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 8,630 $731K 0.41% +4,981 13F-HR Timeline Hartmann Taylor Wealth Management, LLC More: the full row for Hartmann Taylor Wealth Management, LLC 8,656 $731K 0.65% 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. 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