Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 554,651 $12.3M 0.29% -5,827 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 551,620 $12.2M 4.69% +13,965 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 549,261 $12.1M +81,317 Timeline Seneca Financial Advisors LLC More: the full row for Seneca Financial Advisors LLC 547,258 $12.1M 4.66% +14,701 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 546,630 $12.1M 2.08% -14,670 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 544,725 $12M 0.06% +202 13F-HR Timeline Group Envision Financial LLC More: the full row for Envision Financial LLC 544,603 $12M 8.02% +1,655 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 542,851 $12M 5.79% +1,694 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 541,624 $11.9M 0.4% -25,282 13F-HR Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 536,703 $11.9M 8.53% -1,054 13F-HR/A Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 532,904 $11.8M 5.15% -929 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 531,703 $11.8M 3.01% -100,356 13F-HR Timeline White & Co Financial Planning Inc More: the full row for White & Co Financial Planning Inc 532,724 $11.7M 9.39% -16,165 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 529,189 $11.7M 0.01% +150,724 13F-HR Timeline Group Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 526,612 $11.6M 0.3% +31,325 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 525,527 $11.6M 5.51% +1,049 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 523,857 $11.6M 3.67% +207,153 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 523,727 $11.6M 4.32% -21,185 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 523,538 $11.6M 0.8% -10,036 13F-HR Timeline Signet Investment Advisory Group, Inc. 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More: the full row for Vision Capital Management, Inc. 462,597 $10.2M 1.34% +4,127 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 461,444 $10.2M 0.23% +181,613 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 460,267 $10.2M 2.84% -36,265 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 451,595 $9.98M 0.8% +11,700 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 444,558 $9.82M 2.22% new 13F-HR Timeline Gleason Group, Inc. 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More: the full row for IMA Advisory Services, Inc. 417,626 $9.23M 0.99% -12,562 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 412,025 $9.11M 3.35% +15,726 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 399,933 $9.07M 0.26% +32,398 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 407,947 $9.02M 0.1% -7,675 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 400,453 $8.85M 1.43% +36,218 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 399,129 $8.82M 4.31% -69,222 13F-HR Timeline Ascension Capital Advisors, Inc. More: the full row for Ascension Capital Advisors, Inc. 398,994 $8.82M 3.68% +1,649 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 397,059 $8.77M 1.01% -3,046 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 395,881 $8.75M 2.51% +33,675 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 395,844 $8.75M 2.77% +57,894 13F-HR Timeline Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 391,711 $8.66M 2.99% -20,992 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 389,148 $8.6M 0.19% -28,110 13F-HR Timeline Group James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 387,248 $8.56M 1.4% -12,787 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 385,773 $8.53M 1.32% -19,939 13F-HR Timeline CX Institutional More: the full row for CX Institutional 384,200 $8.49M 0.3% +101 13F-HR/A Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 383,161 $8.47M 0.65% -28,662 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 381,512 $8.43M 2.81% +7,574 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 379,160 $8.38M -20,253 Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 422,900 $8.37M 1.14% 0 13F-HR Timeline Group Athena Investment Management More: the full row for Athena Investment Management 374,989 $8.29M 4.63% -347 13F-HR Timeline RESTON WEALTH MANAGEMENT LLC More: the full row for RESTON WEALTH MANAGEMENT LLC 372,016 $8.22M 2.88% +64,214 13F-HR Timeline BAILARD, INC. 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More: the full row for Legacy Private Trust Co. 356,940 $7.89M 0.51% -2,893 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 353,286 $7.81M 0.16% -15,640 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 350,874 $7.75M 1.56% -2,775 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 350,820 $7.75M 2.37% +2,295 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 349,783 $7.73M 0.43% -8,060 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 349,343 $7.72M 0.27% -6,624 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 348,344 $7.7M 0.04% -23,448 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 347,623 $7.68M 0.49% -12,310 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 343,436 $7.59M 1.92% -1,246 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 339,667 $7.51M 0.07% +10,210 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 339,362 $7.5M 0.76% -5,443 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 334,759 $7.4M 0.1% -39,027 13F-HR Timeline Paradigm, Strategies in Wealth Manageme… More: the full row for Paradigm, Strategies in Wealth Management, LLC 332,034 $7.34M 4.8% -12,166 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 330,088 $7.29M 0.49% +2,509 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 329,440 $7.28M 1.67% +497 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 327,878 $7.25M 1.3% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 326,770 $7.22M 0.31% +3,000 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 322,750 $7.13M 2.75% -97 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 321,075 $7.1M 0.17% -27,365 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 319,341 $7.06M 1.66% +4,710 13F-HR Timeline BCK Partners, Inc. More: the full row for BCK Partners, Inc. 314,852 $6.96M 4.08% -14,974 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 314,286 $6.95M 1.1% -49,641 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 312,439 $6.9M 0.19% +15,100 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 309,248 $6.83M 0.25% -150 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 308,162 $6.81M <0.01% +5,485 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 305,559 $6.75M 0.36% new 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 305,159 $6.74M 0.01% +45,892 13F-HR Timeline Group FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 301,471 $6.74M 1.33% -38,414 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 304,631 $6.73M 1.09% -1,207 13F-HR Timeline Leverty Financial Group, LLC More: the full row for Leverty Financial Group, LLC 304,488 $6.73M 2.01% -2,163,897 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 303,290 $6.7M 0.29% +15,722 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 297,975 $6.59M 1.27% +5,636 13F-HR Timeline DOHJ, LLC More: the full row for DOHJ, LLC 326,812 $6.56M 1.91% +291,970 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 296,360 $6.55M 4.41% -1,764 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 295,496 $6.53M 2.09% +9,194 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 292,571 $6.47M 0.99% +40,117 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 290,335 $6.42M 0.69% -1,529 13F-HR Timeline Schwallier Wealth Management LLC More: the full row for Schwallier Wealth Management LLC 288,414 $6.37M 3.9% +44,499 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 286,768 $6.34M <0.01% +7,791 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 286,486 $6.33M 0.19% +4,293 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 285,730 $6.31M 1.36% new 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 282,604 $6.25M 2.01% -1,762 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 281,092 $6.21M +224,778 Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 280,304 $6.19M 0.14% +33,117 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 278,803 $6.16M 0.06% +19,898 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 275,051 $6.08M 3.73% -597 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 274,265 $6.06M 3.43% +12,095 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 272,765 $6.03M 0.56% -14,124 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 270,499 $5.98M 0.07% -7,453 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 270,181 $5.97M +130,192 Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 266,446 $5.89M 0.04% +17,222 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 265,245 $5.86M 0.01% +17,620 13F-HR Timeline Group Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 264,940 $5.86M 2.29% +2,381 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 260,769 $5.76M 1.04% -3,497 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 255,789 $5.65M 2.13% +2,566 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 255,566 $5.65M 0.08% +64,466 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 253,723 $5.61M 0.14% +4,212 13F-HR/A Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 253,362 $5.6M 1.51% +5,705 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 249,830 $5.52M 1.84% +6,520 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 249,463 $5.51M 2.6% +14,353 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 248,880 $5.5M 0.5% -9,908 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 248,787 $5.5M 1.54% -14,742 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 248,774 $5.5M 0.39% -370,576 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 240,291 $5.31M 0.07% -3,713 13F-HR Timeline Bishop & Co Investment Management, LLC More: the full row for Bishop & Co Investment Management, LLC 239,578 $5.29M 1.9% +15,013 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 236,930 $5.24M 0.15% -13,881 13F-HR Timeline Tenret Co LLC More: the full row for Tenret Co LLC 235,445 $5.2M 2.84% -74,328 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 235,006 $5.19M 0.34% +2,842 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 231,974 $5.13M 0.1% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 231,760 $5.12M 0.01% +192,722 13F-HR Timeline Group Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 231,213 $5.11M 0.92% +4,229 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 232,102 $5.06M 0.08% +49,560 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 228,067 $5.04M 2.08% -3,754 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 228,036 $5.04M 0.33% 0 13F-HR/A Timeline Group Breakwater Investment Management More: the full row for Breakwater Investment Management 227,913 $5.04M 1.95% -13,157 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 227,626 $5.03M 3.48% 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 227,113 $5.02M 4.36% +13,787 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 224,610 $4.96M 0.07% +14,079 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 223,766 $4.95M 0.01% +75,233 13F-HR/A Timeline Group Seek First Inc. More: the full row for Seek First Inc. 222,847 $4.92M 3.99% -2,969 13F-HR/A Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 213,366 $4.72M 2.68% -34,974 13F-HR Timeline Phil A. Younker & Associates, Ltd. More: the full row for Phil A. Younker & Associates, Ltd. 213,291 $4.71M 4.65% -2 13F-HR Timeline Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 167,951 $4.71M 1.89% -45,234 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 212,059 $4.69M 0.32% -5,786 13F-HR Timeline Group Five Oceans Advisors More: the full row for Five Oceans Advisors 210,444 $4.65M 1.98% -4,098 13F-HR Timeline SWS Partners More: the full row for SWS Partners 210,251 $4.65M 1.25% -32,789 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 209,305 $4.63M 0.72% +5,077 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 209,297 $4.63M 3.09% -1,803 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 209,296 $4.63M 0.25% -14,275 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 208,384 $4.61M 0.69% +119,884 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 207,353 $4.58M 0.15% +25,493 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 206,584 $4.57M 0.89% +6,427 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 205,887 $4.55M 3.19% +37,833 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 204,451 $4.52M 0.01% +42,627 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 203,880 $4.51M 1.02% +3,882 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 203,456 $4.5M 0.11% +135,778 13F-HR/A Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 202,574 $4.48M 0.29% -1,275 13F-HR Timeline CAMBRIDGE CAPITAL MANAGEMENT, LLC More: the full row for CAMBRIDGE CAPITAL MANAGEMENT, LLC 201,913 $4.46M 2.39% +1,949 13F-HR Timeline Koshinski Asset Management, Inc. 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