FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 11,470 $3M 0.09% +3,490 13F-HR Timeline Group DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 11,445 $3M 0.06% +810 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 11,444 $3M 0.24% +778 13F-HR Timeline Roth Financial Partners LLC More: the full row for Roth Financial Partners LLC 11,385 $2.98M 1.02% -385 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 11,316 $2.96M 0.11% +1,936 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 11,314 $2.96M 1.72% +179 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 11,278 $2.95M 0.38% -62 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 11,274 $2.95M 0.74% -1,680 13F-HR Timeline Strategic Equity Management More: the full row for Strategic Equity Management 11,265 $2.95M 1.11% -704 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 11,236 $2.94M 0.21% -8 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 11,206 $2.94M 0.08% +822 13F-HR Timeline Group Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 11,196 $2.93M 0.31% +126 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 11,176 $2.93M 0.54% +52 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 11,157 $2.92M 0.77% +92 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 11,138 $2.92M 0.16% +263 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 11,488 $2.92M 0.19% -3,293 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 11,116 $2.91M 0.55% -369 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 11,057 $2.9M 0.86% -58 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 11,053 $2.89M 0.46% -988 13F-HR Timeline Michelson Medical Research Foundation, … More: the full row for Michelson Medical Research Foundation, Inc. 11,010 $2.88M 2.93% 0 13F-HR Timeline Parker Financial LLC More: the full row for Parker Financial LLC 11,009 $2.88M 1.15% +181 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 10,909 $2.86M 0.17% -873 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 10,893 $2.85M 0.33% -525 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 10,862 $2.84M 0.07% -433 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 10,861 $2.84M 0.15% -955 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 10,854 $2.84M 0.72% 0 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 10,797 $2.83M 1.52% -578 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 10,789 $2.83M 0.98% +40 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 10,787 $2.83M 0.27% +825 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 10,760 $2.82M 0.43% +210 13F-HR Timeline SHUTTLEWORTH & Co More: the full row for SHUTTLEWORTH & Co 10,760 $2.82M 2.55% new 13F-HR Timeline PARAGON CAPITAL MANAGEMENT INC More: the full row for PARAGON CAPITAL MANAGEMENT INC 10,759 $2.82M 2.39% -417 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 10,744 $2.81M 0.06% +6,191 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 10,666 $2.79M 0.04% -88 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 10,636 $2.79M 0.28% +643 13F-HR Timeline Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 10,585 $2.77M 2.14% +100 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 10,526 $2.76M 0.19% 0 13F-HR Timeline Group Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 10,521 $2.76M 1.42% +75 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 10,463 $2.74M 0.13% -34 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 10,455 $2.74M 0.18% +693 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 10,453 $2.74M 1.28% 0 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 10,435 $2.73M 0.95% -235 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 10,430 $2.73M 0.26% -227 13F-HR Timeline City State Bank More: the full row for City State Bank 10,406 $2.73M 0.71% +494 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 10,356 $2.71M 0.08% +104 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 10,354 $2.71M 0.43% -284 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 10,339 $2.71M 0.04% +552 13F-HR/A Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 10,238 $2.68M 0.58% +1,387 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 10,206 $2.67M 0.14% +1,280 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 10,123 $2.65M 0.12% +471 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 10,069 $2.64M 1.27% +393 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 10,062 $2.64M 2.1% -524 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 10,055 $2.63M 0.28% -13 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 9,994 $2.62M 0.16% +1,838 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 9,939 $2.6M 0.27% +170 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 9,919 $2.6M 0.69% +377 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 9,852 $2.58M 0.05% +1,682 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 9,827 $2.57M 0.38% +55 13F-HR Timeline RED CRANE WEALTH MANAGEMENT, LLC More: the full row for RED CRANE WEALTH MANAGEMENT, LLC 9,793 $2.56M 2.11% -161 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 9,784 $2.56M 0.3% -907 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 9,782 $2.56M 0.92% -19 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 9,779 $2.56M 0.01% -1,402 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 9,744 $2.55M 0.09% +243 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 9,735 $2.55M 0.01% -555 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 9,718 $2.55M 0.09% -10 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 9,665 $2.53M 0.64% +251 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 9,637 $2.52M 0.14% -36 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 9,634 $2.52M 0.6% +640 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 9,632 $2.52M 0.31% -294 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 9,553 $2.5M 0.17% +236 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 9,539 $2.5M 0.47% -600 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 9,532 $2.5M 0.03% -819 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 9,503 $2.49M 0.63% +1,101 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 9,497 $2.49M 2.13% 13F-HR/A Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 9,464 $2.48M 0.12% -490 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 9,463 $2.48M 0.03% -236 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 9,461 $2.48M 0.09% +382 13F-HR/A Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 9,436 $2.47M 0.75% +215 13F-HR Timeline MONEYWISE, INC. More: the full row for MONEYWISE, INC. 9,431 $2.47M 1.08% -691 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 9,427 $2.47M 0.3% +757 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 9,422 $2.47M 0.87% +295 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 9,392 $2.46M 0.25% +6 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 9,371 $2.45M 1.25% -321 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 9,364 $2.45M 0.37% -261 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 9,362 $2.45M 0.57% -3,159 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 9,360 $2.45M 0.05% -383 13F-HR Timeline McCollum Christoferson Group LLC More: the full row for McCollum Christoferson Group LLC 9,343 $2.45M 0.74% -310 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 9,297 $2.43M 0.15% -22 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 9,233 $2.42M 0.06% 0 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 9,215 $2.41M 0.51% +4,153 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 9,210 $2.41M 0.07% -150 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 9,201 $2.41M 0.69% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 9,197 $2.41M 0.62% +2,243 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 9,124 $2.39M 1.1% +325 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 9,084 $2.38M 0.08% 0 13F-HR Timeline Group Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 9,017 $2.36M 2.17% +43 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 8,993 $2.36M 1.12% +269 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 8,853 $2.35M 1.19% -191 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 8,967 $2.35M 0.53% -7 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 8,966 $2.35M 0.25% -1 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 8,949 $2.34M 0.25% -295 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 8,915 $2.34M 0.03% -4,428 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 8,912 $2.33M 0.87% +7,438 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 8,851 $2.32M 0.18% -532 13F-HR Timeline Motley Fool Wealth Management, LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Wealth Management, LLC 8,828 $2.31M 0.26% -371 13F-HR Timeline Group ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 8,827 $2.31M 0.31% +561 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 8,776 $2.3M 0.11% +465 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 8,772 $2.3M 0.13% -75 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 8,750 $2.29M 0.18% +2,515 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 8,735 $2.29M 1.75% +354 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 8,729 $2.29M 0.99% +787 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 8,673 $2.27M 0.18% -574 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 8,657 $2.27M 0.16% +338 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 8,529 $2.23M 0.68% 0 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 8,500 $2.23M 0.48% 0 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 8,448 $2.21M 0.34% -749 13F-HR Timeline KITCHING PARTNERS, LLC More: the full row for KITCHING PARTNERS, LLC 8,433 $2.21M 2.03% +2,003 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 8,360 $2.19M 0.51% -45 13F-HR/A Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 8,332 $2.18M 0.31% +419 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 8,266 $2.17M 0.14% -1,760 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 8,255 $2.16M 0.44% -7,979 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 8,220 $2.15M 0.08% +1,354 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 8,218 $2.15M 0.23% +608 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 8,215 $2.15M 0.1% -223 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 8,160 $2.14M 1.1% +27 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 8,155 $2.14M 0.3% -69 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 8,152 $2.14M 0.04% +1,014 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 8,143 $2.13M 0.32% new 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 8,103 $2.12M 0.56% -63 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 8,102 $2.12M 0.33% +601 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 8,085 $2.12M 0.23% -62 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 8,069 $2.11M 1.46% +63 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 8,041 $2.11M 0.05% +4,003 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 8,022 $2.1M 0.14% -180 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 8,026 $2.1M 0.1% -655 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 8,004 $2.1M 0.67% +66 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 7,989 $2.09M 1.23% +351 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 7,934 $2.08M 0.04% new 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 7,918 $2.07M 1.23% +162 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 7,916 $2.07M 0.28% +1 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 7,895 $2.07M 0.27% -501 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 7,786 $2.04M 0.05% +13 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 7,780 $2.04M 1.79% +245 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 7,766 $2.03M 0.61% -152 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 7,659 $2.03M 0.22% +238 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 7,760 $2.03M 0.66% -393 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 7,728 $2.02M 0.03% new 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 7,688 $2.01M <0.01% -65 13F-HR Timeline Group TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 7,684 $2.01M 0.11% -14 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 7,683 $2.01M 0.19% new 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 7,661 $2.01M 0.08% +611 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 7,640 $2M 0.3% -33,010 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 7,626 $2M 0.21% +261 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 7,617 $2M 0.57% 0 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 7,571 $1.98M 0.06% +2,905 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 7,550 $1.98M 0.22% 0 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 7,515 $1.97M 0.31% -168 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 7,397 $1.96M 0.26% +43 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 7,464 $1.95M 0.01% +1,040 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 7,456 $1.95M 1.15% -303 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 7,456 $1.95M 0.08% 0 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 7,447 $1.95M 0.23% +16 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 7,392 $1.94M 0.11% -35 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 7,373 $1.93M 0.17% +42 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 7,353 $1.93M 0.34% +159 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 7,346 $1.92M 0.34% -278 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 7,340 $1.92M 0.24% 0 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 7,319 $1.92M 0.17% +1 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 7,309 $1.91M 0.51% -7,898 13F-HR Timeline LifePlan Investment Advisors, Inc. 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