Narwhal Capital Management More: the full row for Narwhal Capital Management 4,624 $1.41M 0.1% 0 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 4,617 $1.4M 0.12% -83 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 4,612 $1.4M 0.33% +575 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 4,612 $1.4M 0.23% +87 13F-HR Timeline United Capital Management of KS, Inc. More: the full row for United Capital Management of KS, Inc. 4,611 $1.4M 0.2% +159 13F-HR/A Timeline Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 4,595 $1.4M 0.09% +150 13F-HR Timeline Group Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 4,534 $1.38M 0.46% +9 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 4,533 $1.38M 0.26% 0 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 4,519 $1.38M 0.24% -2,562 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 4,486 $1.37M 1.36% 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 4,491 $1.36M <0.01% -916 13F-HR Timeline Group KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 4,488 $1.36M 0.12% new 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 4,124 $1.36M 0.52% -1,032 13F-HR/A Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 4,473 $1.36M 0.09% 0 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 4,464 $1.36M 0.13% +2,908 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 4,463 $1.36M 0.08% +538 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 4,457 $1.35M 1.55% +60 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 4,446 $1.35M 0.32% +692 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 4,455 $1.35M 0.94% -213 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 4,443 $1.35M 0.5% +216 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 4,444 $1.35M 0.31% -92 13F-HR Timeline FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 4,437 $1.35M 0.11% -40 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 4,430 $1.35M 0.72% -256 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 4,418 $1.34M 0.27% +145 13F-HR Timeline Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 4,412 $1.34M 0.47% +318 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 4,410 $1.34M 0.17% new 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 4,410 $1.34M 0.12% +1,609 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 4,408 $1.34M 0.32% -204 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 4,405 $1.34M 0.62% new 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 4,402 $1.34M 0.16% -401 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 4,400 $1.34M 0.04% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,387 $1.33M 0.03% +515 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 4,383 $1.33M 0.14% 0 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 4,375 $1.33M 0.73% +1,670 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 4,355 $1.32M 0.41% +1,923 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 4,342 $1.32M 0.03% +914 13F-HR Timeline Group CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 4,327 $1.31M 0.37% +1,747 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 4,321 $1.31M 0.33% +3,269 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 4,300 $1.31M 0.45% 0 13F-HR/A Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 4,287 $1.31M 0.02% +231 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 4,282 $1.3M 0.41% -789 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 4,269 $1.3M 0.72% -106 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 4,248 $1.29M 1% -151 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 4,245 $1.29M 0.59% -722 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 4,243 $1.29M 0.78% 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 4,234 $1.29M 0.09% -619 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 4,232 $1.29M 0.17% +1,452 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 4,209 $1.28M 0.04% +22 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 4,194 $1.27M 0.08% +561 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 4,192 $1.27M 0.15% +260 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 3,824 $1.27M 0.04% +2,061 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 4,173 $1.27M 0.37% 13F-HR Timeline Future Fund LLC More: the full row for Future Fund LLC 4,156 $1.26M 0.4% -567 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 4,154 $1.26M 0.28% +5 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 4,133 $1.26M 0.02% -58 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 3,925 $1.25M 0.19% -20,865 13F-HR/A Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 4,106 $1.25M 0.01% +1,080 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 4,088 $1.25M 0.38% +210 13F-HR Timeline Independence Wealth Advisors, LLC More: the full row for Independence Wealth Advisors, LLC 4,092 $1.24M 0.7% 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 4,066 $1.24M 0.24% -432 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 4,063 $1.23M 0.21% -194 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 4,063 $1.23M 0.47% new 13F-HR Timeline Godshalk Welsh Capital Management, Inc. 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More: the full row for SMITH, MOORE & CO. 3,950 $1.2M 0.09% -455 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 3,947 $1.2M 0.81% -253 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 3,943 $1.2M 0.56% +79 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,930 $1.19M 0.08% -39 13F-HR Timeline Capstone Capital Management Ltd More: the full row for Capstone Capital Management Ltd 3,917 $1.19M 1.14% 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 3,914 $1.19M 0.06% +2 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 3,911 $1.19M 0.14% +93 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 3,910 $1.19M 0.16% 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 3,900 $1.19M 0.2% new 13F-HR Timeline Value Partners Investments Inc. More: the full row for Value Partners Investments Inc. 3,890 $1.18M 0.09% +170 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 3,884 $1.18M 0.11% -300 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 3,870 $1.18M 0.31% -158 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 3,850 $1.17M 0.45% -627 13F-HR Timeline SELDON CAPITAL LP More: the full row for SELDON CAPITAL LP 3,823 $1.16M 0.4% 0 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 3,821 $1.16M 0.62% -46 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 3,793 $1.16M 0.24% -218 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 3,799 $1.15M 0.34% new 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 3,794 $1.15M 0.07% -126 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 3,781 $1.15M 0.05% -544 13F-HR Timeline CLOUGH CAPITAL PARTNERS L P in group CLOUGH CAPITAL PARTNERS L P More: the full row for CLOUGH CAPITAL PARTNERS L P 3,779 $1.15M 0.1% +27 13F-HR Timeline Group Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 3,773 $1.15M 0.19% +132 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 3,759 $1.14M 0.32% +2,208 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 3,759 $1.14M 0.05% +78 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 3,750 $1.14M 0.46% -167 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 3,740 $1.14M 0.5% +46 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 3,729 $1.13M 0.08% -333 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 3,717 $1.13M 0.2% -32 13F-HR Timeline Michael J. Porro & Co. Financial Adviso… More: the full row for Michael J. Porro & Co. Financial Advisors, Inc. 3,707 $1.13M 0.94% 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 3,700 $1.12M 0.12% +479 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 3,696 $1.12M 0.36% +216 13F-HR Timeline Paradiem, LLC More: the full row for Paradiem, LLC 3,696 $1.12M 0.27% -14 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 3,678 $1.12M 0.74% +397 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 3,660 $1.11M 0.16% +25 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 3,655 $1.11M 0.09% -144 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 3,637 $1.11M 0.11% +82 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 3,635 $1.1M 0.49% 0 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 3,628 $1.1M 0.09% +733 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 3,619 $1.1M 0.14% -260 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 3,600 $1.09M 0.47% +192 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 3,592 $1.09M 0.03% +75 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,590 $1.09M 0.02% -1,293 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 3,573 $1.09M 0.04% -1,643 13F-HR Timeline MANGROVE PARTNERS IM, LLC More: the full row for MANGROVE PARTNERS IM, LLC 3,557 $1.08M 0.09% new 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 3,545 $1.08M 0.95% 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 3,535 $1.07M 0.08% +574 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 3,526 $1.07M 0.05% +1,179 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 3,526 $1.07M 0.22% -223 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 3,524 $1.07M 0.12% +360 13F-HR/A Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 3,516 $1.07M 0.46% +1,568 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 3,514 $1.07M 0.46% -57 13F-HR Timeline Point Nemo Capital, LLC More: the full row for Point Nemo Capital, LLC 3,513 $1.07M 1.06% 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 3,509 $1.07M 0.07% -604 13F-HR Timeline Ahara Advisors LLC More: the full row for Ahara Advisors LLC 3,505 $1.07M 0.97% 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 3,503 $1.06M <0.01% -1,347 13F-HR Timeline Group Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 3,503 $1.06M 0.61% 13F-HR Timeline Anson Funds Management LP in group Anson Funds Management LP More: the full row for Anson Funds Management LP 3,500 $1.06M 0.14% new 13F-HR Timeline Group MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 3,500 $1.06M 0.1% -13,861 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 3,237 $1.06M 0.28% +1,352 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 3,483 $1.06M 0.2% +113 13F-HR Timeline Pacific Wealth Strategies Group, Inc. More: the full row for Pacific Wealth Strategies Group, Inc. 3,483 $1.06M 0.6% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 3,482 $1.06M 0.11% -712 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 3,477 $1.06M 0.11% -11 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 3,467 $1.05M 0.14% -285 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,466 $1.05M <0.01% +695 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 3,075 $1.05M 0.06% +314 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 3,446 $1.05M 0.04% -64 13F-HR Timeline Group Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 3,436 $1.04M 0.35% new 13F-HR Timeline Group Peoples Bank/KS More: the full row for Peoples Bank/KS 3,436 $1.04M 1.05% -67 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 3,431 $1.04M 0.22% +11 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 3,426 $1.04M 0.58% +506 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 3,426 $1.04M 0.18% -31 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 3,424 $1.04M 0.08% +477 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 3,398 $1.03M 0.65% 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 3,396 $1.03M 0.38% -596 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 3,385 $1.03M 0.36% 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 3,380 $1.03M 0.55% -150 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 3,379 $1.03M 0.11% 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 3,378 $1.03M 0.32% -22 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,369 $1.02M 0.03% -152 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 3,366 $1.02M 0.26% +102 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 3,340 $1.02M 0.06% +460 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 3,335 $1.01M 0.66% -17 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 3,334 $1.01M 0.19% +837 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 3,327 $1.01M 0.62% 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 3,320 $1.01M 0.26% -725 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 3,319 $1.01M 0.24% +714 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 3,312 $1.01M 0.69% -1,189 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3,305 $1M 0.12% 0 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 3,305 $1M 0.08% +2,333 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 3,301 $1M 0.17% +102 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 2,720 $1M 0.41% -216 13F-HR Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 3,290 $1M 0.03% 0 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 3,279 $996K 0.53% +7 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 3,257 $990K 0.39% +17 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 3,254 $989K 0.02% +52 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 3,250 $988K 0.16% new 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 3,234 $983K 0.05% -10 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 3,229 $981K 0.7% +527 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 2,865 $981K 0.5% +257 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 3,227 $981K 0.32% +1,637 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 3,225 $980K 0.23% +150 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 3,221 $979K 0.05% -9,968 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 3,216 $977K 0.01% +294 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 3,200 $975K 0.54% 0 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 3,206 $974K 0.99% -27 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 3,205 $974K 0.06% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 3,202 $973K 0.11% +227 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 3,199 $972K 0.1% -121 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 3,194 $971K 0.11% -5 13F-HR Timeline Marathon Mission, Inc. 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