L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 5,581 $547K 0.07% -170 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 5,572 $547K 0.01% +19 13F-HR Timeline Group S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 5,566 $546K 0.18% -17,170 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 5,560 $545K 0.19% +338 13F-HR Timeline Clark & Stuart, Inc More: the full row for Clark & Stuart, Inc 5,558 $545K 0.4% 0 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 6,571 $544K 0.03% +3,018 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 5,543 $544K 0.05% -850 13F-HR/A Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 5,538 $543K 0.13% -1,057 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 5,535 $543K 0.32% -108 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 5,534 $543K 0.3% -926 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 5,520 $541K 0.59% -37 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 5,506 $540K 0.19% +5 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 5,490 $539K 0.15% -445 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 5,475 $537K 0.1% 0 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 5,470 $537K 0.04% -4 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 6,675 $534K 0.36% -1,994 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 6,440 $533K 0.08% +226 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 5,431 $533K 0.1% -972 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 5,425 $532K 0.08% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 5,413 $531K 0.28% -121 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 5,406 $530K 0.19% -98 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 5,391 $529K 0.14% -159 13F-HR/A Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 5,387 $528K 0.27% -5,407 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 5,371 $527K 0.07% -634 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 5,354 $526K 0.14% -119 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 5,359 $526K 0.04% -29 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 5,355 $525K 0.06% -36 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,341 $524K 0.03% -30,874 13F-HR/A Timeline Group Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 5,337 $523K 0.04% -136 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 5,325 $522K 0.03% +74 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 6,114 $522K 0.55% +958 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 5,322 $522K 0.43% -24 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 5,310 $521K 0.02% +765 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 6,322 $518K 0.1% +795 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 5,281 $518K 0.28% new 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 5,278 $518K 0.03% +3 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 5,264 $516K 0.07% +2 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 5,256 $516K 0.11% -749 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 5,241 $514K 0.07% +413 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 5,232 $513K 0.06% +176 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 5,229 $513K 0.02% -382 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 5,245 $513K 0.05% +736 13F-HR/A Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 5,203 $511K 0.08% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 5,192 $509K 0.18% +1,427 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 5,192 $509K 0.03% -1,743 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 5,191 $509K 0.13% new 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 5,164 $507K 0.04% -275 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 5,164 $507K 0.09% 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 5,368 $505K 0.04% new 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 5,145 $505K 0.09% +132 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 5,142 $504K 0.25% +241 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 5,130 $503K 0.03% -157 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 5,127 $503K 0.09% +11 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 5,098 $500K <0.01% +201 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 5,078 $498K 0.26% +10 13F-HR Timeline Audent Global Asset Management, LLC More: the full row for Audent Global Asset Management, LLC 5,072 $498K 0.41% -19,856 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 5,067 $497K 0.05% -61 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 5,065 $497K 0.5% -35 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 5,062 $497K 0.29% -118 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 5,048 $495K 0.51% -55 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 5,047 $495K 0.18% -271 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 6,130 $495K 0.33% +8 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 5,040 $494K 0.37% -50 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 6,059 $494K 0.06% +167 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 5,033 $494K 0.06% +164 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 5,022 $493K 0.16% 0 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 5,013 $492K 0.05% -1,272 13F-HR Timeline One Madison Group LLC More: the full row for One Madison Group LLC 5,000 $490K 0.06% new 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 4,997 $490K 0.05% -241 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 4,993 $490K 0.04% +29 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 4,990 $489K 0.12% +6 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 4,978 $488K 0.23% -1,619 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 4,954 $486K 0.23% +985 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 4,954 $486K 0.15% +189 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 4,953 $486K 0.1% +19 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 4,951 $486K 0.17% 0 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 4,950 $486K 0.02% +305 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 4,946 $485K 0.16% new 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 4,942 $485K 0.02% +59 13F-HR Timeline Parker Financial LLC More: the full row for Parker Financial LLC 4,926 $483K 0.23% -18 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 4,920 $483K 0.22% new 13F-HR Timeline Group CNB Bank More: the full row for CNB Bank 4,912 $482K 0.24% -1,681 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 5,624 $481K 0.1% -1,306 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 4,885 $479K 0.06% +2,000 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 4,880 $479K 0.05% 0 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 4,878 $478K 0.18% +194 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 4,872 $478K 0.14% -7 13F-HR Timeline GAGNON SECURITIES LLC in group GAGNON SECURITIES LLC More: the full row for GAGNON SECURITIES LLC 4,872 $478K 0.11% -3,761 13F-HR Timeline Group Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 4,870 $478K 0.02% +2,428 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 4,867 $477K 0.03% -100 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 4,861 $477K 0.2% -100 13F-HR Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 4,858 $477K 0.11% +375 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 4,836 $474K 0.18% +13 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 4,816 $472K 0.17% +84 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 4,811 $472K 0.25% +206 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 4,805 $471K 0.05% 0 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 4,787 $470K 0.01% new 13F-HR/A Timeline First National Trust Co More: the full row for First National Trust Co 4,787 $470K 0.02% -535 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 4,784 $469K 0.04% +1,075 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 4,776 $468K 0.18% +148 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 4,041 $468K 0.3% -2,037 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 4,770 $468K 0.05% -134 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 4,744 $465K 0.1% +444 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 4,741 $465K 0.04% -284 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 4,734 $464K 0.17% +403 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 4,734 $464K 0.07% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 4,728 $464K 0.21% 0 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 4,711 $462K 0.07% -274 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 4,710 $462K 0.3% +201 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 4,707 $462K 0.02% -8,231 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 4,681 $459K 0.23% 0 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 4,660 $457K 0.12% new 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 4,636 $455K 0.04% -229 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 4,628 $454K 0.13% -150 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 4,612 $452K 0.03% 0 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 4,610 $452K 0.22% -1,123 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 4,595 $451K 0.05% 0 13F-HR Timeline Group Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 4,592 $450K 0.03% -3 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 4,591 $450K 0.02% +1 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 4,579 $449K 0.36% +419 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 4,558 $447K 0.02% +4 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. POTENTIA WEALTH More: the full row for POTENTIA WEALTH 4,550 $446K 0.21% 0 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 4,549 $446K 0.1% +66 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 4,549 $446K 0.03% -347 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 4,542 $446K 0.27% -383 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 4,539 $445K 0.08% -125 13F-HR Timeline Waratah Capital Advisors Ltd. More: the full row for Waratah Capital Advisors Ltd. 4,535 $445K 0.03% new 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 4,519 $443K 0.34% -194 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 4,511 $442K 0.03% +1,070 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 4,507 $442K 0.02% +156 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 4,502 $442K 0.18% -400 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 4,502 $442K 0.02% +40 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 5,540 $442K 0.19% 13F-HR Timeline Gordian Advisors LLC More: the full row for Gordian Advisors LLC 4,501 $441K 0.35% 0 13F-HR Timeline Warberg Asset Management LLC More: the full row for Warberg Asset Management LLC 4,500 $441K 0.12% -3,500 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,486 $440K 0.03% -1,027 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 4,480 $439K 0.3% +2 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 4,478 $439K 0.2% 0 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 4,477 $439K 0.1% -5,718 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 4,463 $438K 0.03% -209 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 4,460 $437K 0.53% -7 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 4,448 $436K 0.02% -8,062 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 4,429 $434K 0.18% +336 13F-HR Timeline Randall & Associates Wealth Management More: the full row for Randall & Associates Wealth Management 4,412 $433K 0.36% -844 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 5,214 $432K 0.28% +4,263 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 4,400 $432K 0.1% +27 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 4,400 $432K 0.02% -19,412 13F-HR Timeline Group Pinnacle Bancorp, Inc. 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More: the full row for PARAGON FINANCIAL PARTNERS, INC. 4,351 $427K 0.33% +3 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 4,345 $426K 0.21% +93 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 4,330 $425K 0.06% -241 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 4,325 $424K 0.06% -139 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 4,322 $424K 0.23% -45 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 4,320 $424K 0.24% -19 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 4,313 $423K 0.01% +107 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 4,308 $423K 0.04% -248 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 4,305 $422K 0.07% +109 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 4,279 $420K 0.09% -320 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 4,281 $420K 0.21% -195 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 4,273 $419K 0.06% +1,940 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 4,269 $419K 0.03% -14,847 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 4,267 $419K 0.02% -46 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 4,252 $417K 0.05% +8 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 4,248 $417K 0.24% +2 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 4,241 $416K 0.35% +1 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 4,225 $415K 0.13% +2,220 13F-HR Timeline Group General Partner, Inc. More: the full row for General Partner, Inc. 4,218 $414K 0.27% 0 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 4,200 $412K 0.03% -116 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 4,200 $412K 0.24% +200 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 4,190 $411K 0.12% +2,200 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 4,182 $410K 0.2% -81 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 4,173 $409K 0.08% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 4,164 $408K 0.06% -12 13F-HR Timeline Profit Investment Management, LLC More: the full row for Profit Investment Management, LLC 4,154 $407K 0.38% 0 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 4,142 $406K 0.04% +110 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 4,139 $406K 0.09% +101 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 4,133 $405K 0.23% 0 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 4,133 $405K 0.6% +9 13F-HR Timeline Northern Capital Management, Inc. More: the full row for Northern Capital Management, Inc. 4,127 $405K 0.26% -232 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 4,125 $405K 0.08% +264 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 4,115 $404K 0.12% -274 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 4,112 $403K 0.01% +796 13F-HR Timeline Group Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 4,112 $403K 0.17% -112 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 4,104 $403K 0.05% +1,039 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 4,103 $402K 0.26% -351 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,100 $402K 0.02% -8,115 13F-HR Timeline Group Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 4,095 $402K 0.02% -21 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 4,080 $400K 0.08% -51 13F-HR/A Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,062 $398K 0.07% +1,691 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 4,057 $398K 0.09% new 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 4,055 $398K 0.16% -97 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 4,049 $397K 0.04% -246 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 4,045 $397K 0.02% 0 13F-HR Timeline Bell Bank More: the full row for Bell Bank 4,044 $397K 0.02% -4,926 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 4,038 $396K 0.15% -10 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 4,036 $396K 0.26% -11,299 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 4,029 $395K 0.18% 0 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 4,013 $394K 0.34% +22 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 4,012 $394K 0.05% -16,148 13F-HR Timeline