CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 19,457 $4.31M <0.01% -20,475 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 19,425 $4.31M 0.46% -534 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 19,416 $4.31M 1.58% +292 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 19,308 $4.28M 0.68% +942 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 19,233 $4.26M 0.21% +253 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 19,231 $4.26M 0.15% +2,880 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 19,229 $4.26M 0.77% +46 13F-HR Timeline Sensible Financial Planning & Managemen… More: the full row for Sensible Financial Planning & Management, LLC. 19,146 $4.25M 0.85% +3,183 13F-HR Timeline Better Money Decisions, LLC More: the full row for Better Money Decisions, LLC 19,115 $4.24M 2.83% +322 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 19,052 $4.22M 0.36% +1,459 13F-HR Timeline Waycross Investment Management Co More: the full row for Waycross Investment Management Co 18,834 $4.18M 4.71% -2,438 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 18,801 $4.17M 0.4% -540 13F-HR Timeline Hartmann Taylor Wealth Management, LLC More: the full row for Hartmann Taylor Wealth Management, LLC 18,678 $4.14M 3.71% 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 18,654 $4.14M 0.3% +10,311 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 18,577 $4.12M 0.12% -27 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 18,516 $4.11M 0.14% -634 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 18,370 $4.07M 1.9% -260 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 18,306 $4.06M 3.13% +587 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 18,302 $4.06M 0.38% +3,160 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 18,292 $4.06M 1.76% +1,623 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 18,083 $4.01M 0.27% -682 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 17,951 $3.98M 1.99% +833 13F-HR Timeline Keeley-Teton Advisors, LLC More: the full row for Keeley-Teton Advisors, LLC 17,902 $3.97M 0.48% 0 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 17,842 $3.96M 0.44% -1,184 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 17,824 $3.95M 1.33% +1,343 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 17,775 $3.94M 0.48% +303 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 17,749 $3.94M 3.49% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 17,743 $3.93M 1.24% -2,290 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 17,700 $3.92M 0.2% +15 13F-HR Timeline Group FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 17,644 $3.91M 1.89% +849 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 17,579 $3.9M 1.89% new 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 17,531 $3.89M 0.25% -165 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 17,512 $3.88M 0.04% +143 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 17,507 $3.88M 0.63% 0 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 17,492 $3.88M 2.79% -105 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 17,490 $3.88M 0.52% +1,680 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 17,398 $3.86M 0.41% -504 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 17,371 $3.85M 1.93% -540 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 17,341 $3.85M 0.37% +647 13F-HR Timeline Group Mokosak Advisory Group, LLC More: the full row for Mokosak Advisory Group, LLC 17,212 $3.82M 1.18% +193 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 17,196 $3.81M 1.01% -26 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 17,104 $3.79M 0.39% -2,511 13F-HR Timeline MY Wealth Management Inc. More: the full row for MY Wealth Management Inc. 17,081 $3.79M 3.67% -97 13F-HR Timeline Lynch Asset Management, Inc. More: the full row for Lynch Asset Management, Inc. 17,085 $3.79M 1.7% 0 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 17,081 $3.79M 1.29% +250 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 17,079 $3.79M 0.16% +15,715 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 16,978 $3.76M 0.12% +11,361 13F-HR/A Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 16,872 $3.74M 1.03% +145 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 16,847 $3.74M 2.36% -564 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 16,797 $3.72M 0.32% -18,422 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 16,791 $3.72M 2.14% -523 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 16,786 $3.72M 1.68% +151 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 16,565 $3.67M 1.62% -1,377 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 16,549 $3.67M 0.13% +1,288 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 16,369 $3.63M 0.12% -385 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 16,341 $3.62M 1.38% +934 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 16,272 $3.61M 0.01% -1,381 13F-HR Timeline Group waypoint wealth counsel More: the full row for waypoint wealth counsel 16,206 $3.59M 2.26% +2,184 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 15,672 $3.55M 0.07% +265 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 15,959 $3.54M 1.32% -148 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 15,930 $3.53M 0.03% +2,431 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 15,857 $3.52M 0.22% -505 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 15,804 $3.5M 0.71% -1,259 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 15,710 $3.48M 0.19% -133 13F-HR Timeline Cabot-Wellington, LLC More: the full row for Cabot-Wellington, LLC 15,704 $3.48M 1.28% -96 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 15,650 $3.47M 1.1% +479 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 15,643 $3.47M 3.13% +3,337 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 15,577 $3.45M 0.24% -1,827 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 15,525 $3.44M 0.1% +998 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 14,296 $3.44M 1.13% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 15,466 $3.43M 0.85% +3,195 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 15,359 $3.41M 0.11% -100 13F-HR Timeline Group Verum Partners LLC More: the full row for Verum Partners LLC 15,104 $3.35M 0.9% +2,234 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 15,073 $3.34M 0.59% -1,347 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 15,031 $3.33M 0.09% -949 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 14,995 $3.33M 1.42% +1,014 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 14,961 $3.32M 1.16% +1,282 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 14,882 $3.3M 0.34% -2,406 13F-HR/A Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 14,858 $3.29M 0.83% +1 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 14,713 $3.26M 2.46% -28,661 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 14,630 $3.24M 1.34% +107 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 14,589 $3.23M 0.24% +100 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 14,532 $3.22M 0.36% +1,656 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 14,487 $3.21M 0.99% +2,103 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 14,470 $3.21M 0.84% -32 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 14,459 $3.21M 4.71% +1 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 14,445 $3.2M 1.07% -1,754 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 14,437 $3.2M 0.25% -1,130 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 14,364 $3.19M 0.25% -200 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 14,362 $3.18M 0.06% -1,258 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 14,325 $3.18M 0.04% +219 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 14,316 $3.17M 0.55% -333 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 14,297 $3.17M 0.24% +781 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 14,289 $3.17M 0.02% +421 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 14,259 $3.16M 0.18% -4,962 13F-HR Timeline Great Point Wealth Advisors, LLC More: the full row for Great Point Wealth Advisors, LLC 14,231 $3.16M 0.68% 0 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 14,226 $3.15M 0.32% +224 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 14,213 $3.15M 0.39% +4,225 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 14,187 $3.15M 0.07% +197 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 14,015 $3.11M 0.13% +7,116 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 13,970 $3.1M 2.34% -412 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 13,953 $3.09M 3.08% +52 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 13,933 $3.09M 0.19% +439 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 13,929 $3.09M 0.59% +222 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 13,928 $3.09M 2.17% -119 13F-HR Timeline MYCIO WEALTH PARTNERS, LLC More: the full row for MYCIO WEALTH PARTNERS, LLC 13,871 $3.08M 0.73% +28 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 13,727 $3.04M 0.18% +67 13F-HR Timeline Refined Wealth Management More: the full row for Refined Wealth Management 13,718 $3.04M 2.49% +7,536 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 13,709 $3.04M 1.01% new 13F-HR Timeline PARAGON CAPITAL MANAGEMENT INC More: the full row for PARAGON CAPITAL MANAGEMENT INC 13,695 $3.04M 2.45% -544 13F-HR Timeline Lane & Associates LLC More: the full row for Lane & Associates LLC 13,683 $3.03M 1.64% -332 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 13,676 $3.03M 1.6% +643 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 13,646 $3.03M 0.06% -3,618 13F-HR Timeline Roth Financial Partners LLC More: the full row for Roth Financial Partners LLC 13,630 $3.02M 1.19% -20 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 13,597 $3.02M 1.68% -237 13F-HR Timeline Grange Capital, LLC More: the full row for Grange Capital, LLC 13,562 $3.01M 3.51% -541 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 13,530 $3M 0.34% +876 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 13,478 $2.99M 0.24% -2,023 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 13,394 $2.97M 0.21% -1,034 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 13,372 $2.97M 2.48% +896 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 13,366 $2.96M 1.7% +811 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 13,356 $2.96M 0.12% -1,540 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 13,297 $2.95M 0.16% +971 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 13,284 $2.95M 0.36% -98 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 13,280 $2.94M 1.23% -266 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 13,240 $2.94M 0.12% -162 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 13,239 $2.94M 0.96% +76 13F-HR Timeline MONEYWISE, INC. More: the full row for MONEYWISE, INC. 13,064 $2.9M 1.53% +8,056 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 13,019 $2.89M 0.63% +59 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 12,976 $2.88M 0.58% +282 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 12,933 $2.87M 0.22% +1,321 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 12,878 $2.86M 0.33% new 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 12,878 $2.86M 0.11% -2,657 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 12,826 $2.84M 1.19% -141 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 12,806 $2.84M 0.73% +565 13F-HR Timeline Group DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 12,795 $2.84M 0.07% -260 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 12,637 $2.8M 0.2% +141 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 12,628 $2.8M 0.31% -565 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 12,607 $2.8M 0.22% +109 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 12,592 $2.79M 0.48% 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 12,561 $2.79M 3.55% -768 13F-HR Timeline Strategic Equity Management More: the full row for Strategic Equity Management 12,503 $2.77M 1.17% +11,072 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 12,500 $2.77M 0.05% 0 13F-HR Timeline Group BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 12,496 $2.77M 1.19% +830 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 12,468 $2.76M 0.09% +31 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 12,408 $2.75M 0.09% +1,529 13F-HR Timeline Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 12,364 $2.74M 1.9% +944 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 12,304 $2.73M 0.79% +1,928 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 12,303 $2.73M 1.01% +3,632 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 12,272 $2.72M 0.89% -2,377 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 12,241 $2.71M 0.04% -658 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 13,408 $2.71M 1.28% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 12,222 $2.71M 0.57% -114 13F-HR Timeline Gibson Wealth Advisors LLC More: the full row for Gibson Wealth Advisors LLC 12,222 $2.71M 2.17% +86 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 12,204 $2.71M 0.25% -1,957 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 12,143 $2.69M 0.09% +165 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 12,109 $2.69M 0.2% +27 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 12,094 $2.68M 1.12% +251 13F-HR Timeline Coordinated Financial Services, Inc./CO More: the full row for Coordinated Financial Services, Inc./CO 12,069 $2.68M 2.05% 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 12,872 $2.67M 0.69% +9,957 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 11,922 $2.64M 0.28% +124 13F-HR/A Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 11,918 $2.64M 0.32% -298 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 11,902 $2.64M 0.3% -200 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 11,830 $2.62M 1.05% +70 13F-HR Timeline Parker Financial LLC More: the full row for Parker Financial LLC 11,806 $2.62M 1.26% -1,209 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 11,748 $2.61M 0.88% -2,383 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 11,727 $2.6M 0.41% +997 13F-HR/A Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 11,692 $2.59M 0.87% +865 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 11,614 $2.58M 0.01% +838 13F-HR Timeline Group J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 10,650 $2.56M 2.08% 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 11,537 $2.56M <0.01% -856 13F-HR/A Timeline Group Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 11,502 $2.55M 0.16% +62 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 11,458 $2.54M 1.32% -68 13F-HR Timeline Wade Financial Advisory, Inc More: the full row for Wade Financial Advisory, Inc 11,456 $2.54M 0.87% -789 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 11,452 $2.54M 0.81% +304 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 11,442 $2.54M 0.24% -1,114 13F-HR/A Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 11,401 $2.53M 0.87% +2,214 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 11,400 $2.53M 1.16% -522 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 11,357 $2.52M 2.73% -1,935 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 11,347 $2.52M 1.68% -1,697 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 11,340 $2.51M 3.47% +195 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 11,237 $2.49M 2.02% +190 13F-HR Timeline Family Capital Management, Inc. 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More: the full row for TFC Financial Management, Inc. 11,079 $2.46M 0.38% -40 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 11,045 $2.45M 0.02% -4,811 13F-HR Timeline Michelson Medical Research Foundation, … More: the full row for Michelson Medical Research Foundation, Inc. 11,010 $2.44M 2.04% 0 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 11,007 $2.44M 0.41% 0 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 10,987 $2.44M 0.38% -648 13F-HR Timeline Mosaic Advisors LLC More: the full row for Mosaic Advisors LLC 10,976 $2.43M 3.66% -4,172 13F-HR Timeline SMITH, MOORE & CO. 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