Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 6,916 $1.81M 2.19% -68 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 6,873 $1.8M 0.84% +18 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 6,869 $1.8M 0.5% -355 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 6,321 $1.8M 0.64% -36 13F-HR Timeline PLANWISER FINANCIAL, LLC More: the full row for PLANWISER FINANCIAL, LLC 6,415 $1.79M 1.29% -367 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 6,762 $1.77M 0.14% -132 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 6,761 $1.77M 0.12% -209 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 6,749 $1.77M <0.01% -25,938 13F-HR Timeline Group OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 6,728 $1.76M 1.73% -31 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 6,730 $1.76M 0.81% +104 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 6,724 $1.76M 0.58% -200 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 6,715 $1.76M 0.29% +13 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 6,710 $1.76M 1.41% +133 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 6,699 $1.75M 0.34% -68 13F-HR Timeline Calder Financial LLC More: the full row for Calder Financial LLC 6,660 $1.75M 1.74% +653 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 6,691 $1.75M 1.34% +827 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 6,679 $1.75M 0.39% -7,589 13F-HR Timeline STRATEGIC ADVISORY PARTNERS, LLC More: the full row for STRATEGIC ADVISORY PARTNERS, LLC 6,677 $1.75M 1.38% -319 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 6,234 $1.75M 0.9% +1,390 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 6,665 $1.75M 0.39% -34 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 6,664 $1.75M 0.63% -141 13F-HR/A Timeline Group Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 6,643 $1.74M 0.1% -1,005 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 6,637 $1.74M 0.72% +491 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 6,624 $1.73M 0.09% -17 13F-HR Timeline Storen Legacy Partners, LLC More: the full row for Storen Legacy Partners, LLC 6,618 $1.73M 0.54% -2,235 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. 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Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 6,540 $1.71M 0.8% +195 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 6,535 $1.71M 0.78% +554 13F-HR Timeline Gray Private Wealth, LLC More: the full row for Gray Private Wealth, LLC 6,533 $1.71M 0.86% -64 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,533 $1.71M 0.15% -31 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 6,524 $1.71M 0.02% +286 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 6,494 $1.7M 0.82% +16 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 6,454 $1.69M 0.79% +1,960 13F-HR Timeline LAVELLE CAPITAL LP More: the full row for LAVELLE CAPITAL LP 6,451 $1.69M 1.05% +5 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 6,368 $1.67M 0.46% +524 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 6,357 $1.67M 0.04% +901 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 6,349 $1.66M 0.23% -7 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 6,343 $1.66M 0.52% 0 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 6,334 $1.66M 0.02% +373 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 6,330 $1.66M 0.17% +2 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 6,527 $1.66M 0.1% +248 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 6,290 $1.65M 0.23% 0 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 6,289 $1.65M 0.73% -130 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 6,275 $1.64M 0.23% -757 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 6,268 $1.64M 1.61% +285 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 6,246 $1.64M 0.37% +127 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 6,245 $1.64M 1.2% +359 13F-HR Timeline LANARK FINANCIAL, INC. 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More: the full row for Hilltop Holdings Inc. 6,019 $1.58M 0.14% -950 13F-HR Timeline Group Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 6,013 $1.58M 0.11% -2,286 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 6,000 $1.57M 0.05% -400 13F-HR Timeline Group STAR Financial Bank More: the full row for STAR Financial Bank 6,000 $1.57M 0.74% -787 13F-HR Timeline Westview Management dba Westview Invest… More: the full row for Westview Management dba Westview Investment Advisors 6,000 $1.57M 0.82% +1,750 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 5,995 $1.57M 0.18% -137 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 5,977 $1.57M 0.25% -290 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 6,162 $1.56M 0.52% -58 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 5,951 $1.56M 0.13% -67 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 5,924 $1.55M 0.16% +44 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 5,912 $1.55M 0.05% 0 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 5,910 $1.55M 0.32% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 5,910 $1.55M 0.09% -2,899 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 5,906 $1.55M 0.25% -1,306 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 5,899 $1.55M 0.95% +438 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 5,874 $1.54M 0.1% +154 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 5,865 $1.54M 0.08% +1,844 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 5,863 $1.54M 0.67% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 5,860 $1.53M 0.12% -181 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 5,851 $1.53M 0.04% -535 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 5,848 $1.53M 0.5% +863 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 5,837 $1.53M <0.01% +1,324 13F-HR Timeline Group Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 5,829 $1.53M 0.11% 0 13F-HR Timeline Cornerstone Wealth Advisors, Inc. 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More: the full row for LAM GROUP, INC. 5,750 $1.51M 0.83% 0 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 5,740 $1.5M 0.9% +340 13F-HR Timeline GuidedMoney, LLC More: the full row for GuidedMoney, LLC 5,731 $1.5M 0.79% +26 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 5,728 $1.5M 1.99% +132 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 5,710 $1.5M 0.06% +3,741 13F-HR Timeline STONE LOFT WEALTH MANAGEMENT LLC More: the full row for STONE LOFT WEALTH MANAGEMENT LLC 5,707 $1.49M 1.07% +4,455 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 5,696 $1.49M 0.3% +71 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 5,640 $1.48M 0.38% +156 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 5,627 $1.47M 0.05% -402 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 5,570 $1.46M 0.17% +115 13F-HR Timeline AMARA FINANCIAL, LLC. More: the full row for AMARA FINANCIAL, LLC. 5,547 $1.45M 1% +18 13F-HR Timeline Graetz Wealth LLC More: the full row for Graetz Wealth LLC 5,544 $1.45M 1.3% +18 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 5,541 $1.45M 1.3% -465 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 5,208 $1.45M 0.09% +393 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,466 $1.43M 0.05% -295 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 5,462 $1.43M 0.06% +231 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 5,445 $1.43M 1.08% -71 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 5,425 $1.42M 1.05% +245 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 5,394 $1.41M 0.14% +844 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 5,386 $1.41M 0.52% 0 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 5,386 $1.41M 0.83% +51 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 5,381 $1.41M 0.18% 0 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 5,361 $1.4M 0.43% +500 13F-HR Timeline BEACON ADVISORS HOLDINGS, LLC More: the full row for BEACON ADVISORS HOLDINGS, LLC 5,360 $1.4M 0.75% 0 13F-HR Timeline Cabot-Wellington, LLC More: the full row for Cabot-Wellington, LLC 5,354 $1.4M 0.41% +7 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 5,340 $1.4M 0.21% -390 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 5,334 $1.4M 0.08% -87 13F-HR Timeline Selby Wealth Management, LLC More: the full row for Selby Wealth Management, LLC 5,320 $1.39M 0.55% -106 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 5,316 $1.39M 0.08% +4,104 13F-HR Timeline Group WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 5,307 $1.39M 0.83% -34 13F-HR Timeline Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 5,294 $1.39M 0.76% 0 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 5,284 $1.38M 0.03% -208 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 5,241 $1.37M 0.14% +10 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 5,233 $1.37M 0.75% +407 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 5,210 $1.36M 0.6% 0 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 5,209 $1.36M 0.38% -111 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 5,209 $1.36M 0.39% -17 13F-HR Timeline FIDELIS iM, LLC More: the full row for FIDELIS iM, LLC 5,200 $1.36M 0.52% 0 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 5,169 $1.36M 1.19% +14 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 5,189 $1.36M 0.73% +118 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 5,181 $1.36M 0.94% -21 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 5,176 $1.36M 0.25% 0 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 5,168 $1.35M 0.33% +4,088 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 5,159 $1.35M 0.35% +362 13F-HR Timeline GUARDSMAN PRIVATE CAPITAL MANAGEMENT, I… More: the full row for GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. 5,130 $1.34M 1.05% -1,489 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 5,121 $1.34M 0.07% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 5,118 $1.34M 0.24% -162 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 5,095 $1.33M 0.9% +89 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 5,070 $1.33M 0.12% +31 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 5,050 $1.32M 0.31% -218 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 5,044 $1.32M 0.08% +189 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 5,030 $1.32M 0.15% +1,719 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 5,016 $1.31M 0.1% +1,989 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 5,012 $1.31M 0.25% -1,566 13F-HR/A Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 4,995 $1.31M 0.98% -1,466 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 4,978 $1.3M 0.8% +260 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 4,952 $1.3M 0.51% -253 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 4,925 $1.29M 0.27% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 4,918 $1.29M 0.81% -77 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 4,915 $1.29M 0.1% -1,411 13F-HR Timeline Group CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 4,906 $1.28M 0.54% 0 13F-HR Timeline KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 4,895 $1.28M 0.7% -284 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 4,883 $1.28M 0.55% -5 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 4,880 $1.28M 0.83% -785 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 4,874 $1.28M 0.19% +7 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 4,852 $1.27M 0.6% +378 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 4,842 $1.27M 0.09% +1 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 4,454 $1.27M 0.08% -846 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 4,828 $1.26M 0.41% -26 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 4,829 $1.26M 0.2% -12 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 4,827 $1.26M 0.88% -635 13F-HR Timeline John W. Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 4,807 $1.26M 1.98% +2,693 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 4,796 $1.26M 0.04% -94 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 4,790 $1.25M 0.19% +359 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 4,775 $1.25M 0.22% -14,624 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 4,763 $1.25M 1.11% 0 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 4,757 $1.25M 0.07% +60 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 4,756 $1.25M 0.13% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 4,751 $1.24M 0.06% -37 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 4,749 $1.24M 0.08% +66 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 4,741 $1.24M 0.12% +1 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 4,725 $1.24M 0.22% new 13F-HR Timeline JHP Wealth Management, LLC More: the full row for JHP Wealth Management, LLC 4,724 $1.24M 1.18% +2,472 13F-HR Timeline Hegarty Advisors, LLC More: the full row for Hegarty Advisors, LLC 4,714 $1.23M 0.97% -45 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 4,712 $1.23M 0.38% +205 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 4,642 $1.23M 0.15% -405 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 4,702 $1.23M 0.01% -819 13F-HR Timeline Group Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 4,691 $1.23M 0.54% -29 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 4,691 $1.23M 0.59% +40 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 4,683 $1.23M 0.07% +956 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 4,674 $1.23M 0.32% +84 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 4,676 $1.22M 0.22% -1,334 13F-HR Timeline DAGCO, INC. 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