Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 33,505 $805K 0.1% +7,109 13F-HR Timeline MASSACHUSETTS FINANCIAL SERVICES CO /MA/ in group MASSACHUSETTS FINANCIAL SERVI… More: the full row for MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 33,237 $799K <0.01% +5,626 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 33,128 $796K 0.25% +6,122 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 33,076 $795K 0.1% +232 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 32,682 $786K 0.65% -726 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 32,591 $783K 0.31% +167 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 32,590 $783K 0.8% -441 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 32,528 $782K 0.44% +3,694 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 32,430 $780K 0.05% +7 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 32,324 $777K <0.01% +3,068 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 32,302 $777K 0.05% -170 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 32,300 $776K <0.01% +1,764 13F-HR Timeline Group Single Point Partners, LLC More: the full row for Single Point Partners, LLC 32,105 $772K 0.15% +290 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 32,096 $772K 0.31% +2,720 13F-HR Timeline Broadview Financial Management, LLC More: the full row for Broadview Financial Management, LLC 32,045 $770K 0.52% +889 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 31,852 $766K 0.27% -3,657 13F-HR Timeline BCWM, LLC More: the full row for BCWM, LLC 31,768 $764K 0.23% 0 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 31,710 $762K 0.38% +880 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 31,633 $760K 0.02% +4,307 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 31,450 $756K 0.02% -9,314 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 31,306 $753K 0.43% +2,676 13F-HR Timeline Ranch Capital Advisors Inc. 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Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 29,849 $718K 0.14% +2,466 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 29,846 $717K 0.06% 0 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 29,752 $715K 0.08% +9,067 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 29,541 $710K 0.06% +9,525 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 29,391 $707K 0.29% new 13F-HR Timeline TCI Wealth Advisors, Inc. 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More: the full row for Stockman Wealth Management, Inc. 26,795 $644K 0.08% 0 13F-HR/A Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 26,752 $643K 0.25% 0 13F-HR Timeline Westwood Wealth Management More: the full row for Westwood Wealth Management 26,742 $643K 0.48% new 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 26,742 $643K 0.48% -2,100 13F-HR Timeline Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 26,454 $636K 0.3% new 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 26,411 $635K 0.06% +265 13F-HR Timeline Sovereign Financial Group, Inc. 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More: the full row for Sterling Investment Advisors, Ltd. 21,086 $507K 0.09% +880 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 21,057 $506K 0.25% +1,430 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 20,988 $505K 0.01% +2 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 20,893 $502K 0.43% -125 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 20,889 $502K 0.04% +660 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 20,834 $501K 0.02% -1,789 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 20,802 $500K 0.48% 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 20,761 $499K 0.22% 0 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 20,550 $494K 0.13% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 20,517 $493K 0.04% -1,438 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 20,500 $493K 0.01% 0 13F-HR Timeline BIRCHBROOK, INC. 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