Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 4,483 $1.16M 0.02% +2,362 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 4,482 $1.16M 0.34% -164 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 4,474 $1.15M 0.01% -389 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 4,474 $1.15M 0.53% +197 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 4,471 $1.15M 0.11% -149 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 4,431 $1.14M 0.19% -4 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 4,021 $1.13M 0.06% +2,223 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 4,385 $1.13M 0.14% -202 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 4,371 $1.13M 0.09% +26 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 4,369 $1.13M 0.2% +604 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 4,355 $1.12M 3.15% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 4,027 $1.12M 0.33% -316 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 4,347 $1.12M 0.41% +77 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 4,345 $1.12M 0.45% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 4,318 $1.11M 0.03% +929 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 4,300 $1.11M 0.77% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 4,299 $1.11M 0.65% +82 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 4,285 $1.11M 0.81% -70 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 4,263 $1.1M 0.07% +815 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 4,255 $1.1M 0.12% +240 13F-HR Timeline Stillwater Capital Advisors, LLC More: the full row for Stillwater Capital Advisors, LLC 4,250 $1.1M 0.12% -585 13F-HR Timeline Westview Management dba Westview Invest… More: the full row for Westview Management dba Westview Investment Advisors 4,250 $1.1M 0.52% 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 3,933 $1.1M 0.42% -1,864 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 4,241 $1.09M <0.01% +149 13F-HR Timeline Group Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 3,942 $1.09M 0.48% +10 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 4,231 $1.09M 0.81% 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 4,226 $1.09M 0.15% 0 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 4,224 $1.09M 0.18% 0 13F-HR Timeline Merrithew & Thorsten Inc More: the full row for Merrithew & Thorsten Inc 4,194 $1.08M 1.14% 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 4,173 $1.08M 0.53% 0 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 4,172 $1.08M 0.54% +3 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 4,166 $1.08M 0.32% +2,118 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 4,134 $1.07M 0.06% 0 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 3,982 $1.07M 0.47% +926 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 4,117 $1.06M 0.37% -977 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 4,111 $1.06M 0.07% +54 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 4,109 $1.06M 0.41% +36 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 3,824 $1.06M 0.07% -175 13F-HR Timeline Laurel Wealth Planning LLC More: the full row for Laurel Wealth Planning LLC 4,095 $1.06M 0.59% -180 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 4,093 $1.06M 0.14% 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 4,090 $1.06M 0.7% +10 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 4,086 $1.05M 1.27% 0 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 4,081 $1.05M 0.07% -102 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 4,080 $1.05M 0.74% +136 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 4,072 $1.05M 0.38% -972 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 4,046 $1.04M 0.14% +232 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 4,038 $1.04M 0.03% -29 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 4,028 $1.04M 0.08% +23 13F-HR Timeline ROSENBLUM SILVERMAN SUTTON S F INC /CA More: the full row for ROSENBLUM SILVERMAN SUTTON S F INC /CA 4,018 $1.04M 0.24% -65 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 3,998 $1.03M 0.4% -10 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 3,987 $1.03M 2.21% +26 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 3,976 $1.03M 0.12% -1 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 3,972 $1.02M 0.58% 0 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 3,960 $1.02M 0.07% -31 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 3,907 $1.01M 0.71% -12 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 3,900 $1.01M 0.66% 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 3,893 $1M 0.28% 0 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 3,880 $1M 0.08% -214 13F-HR Timeline Outbound Financial Inc More: the full row for Outbound Financial Inc 3,869 $998K 0.78% 0 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 3,855 $994K 0.72% +437 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 3,849 $993K 0.09% +6 13F-HR Timeline Donalies Financial Planning, LLC More: the full row for Donalies Financial Planning, LLC 3,846 $992K 0.84% 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 3,846 $992K 0.11% +28 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 3,839 $990K 0.27% +639 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 3,837 $990K 0.13% 0 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 3,837 $990K 0.84% +10 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 3,836 $989K 0.39% +63 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 3,834 $989K 0.1% +186 13F-HR Timeline Dentgroup LLC More: the full row for Dentgroup LLC 3,821 $986K 0.68% -3,358 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 3,798 $980K 0.15% +1 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 3,754 $968K 0.35% +1,573 13F-HR Timeline Essex LLC More: the full row for Essex LLC 3,750 $967K 0.17% -175 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 3,741 $965K 0.06% +1 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 3,741 $965K 0.25% +44 13F-HR Timeline Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 3,729 $962K 0.38% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 3,727 $961K 0.06% -124 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 3,725 $961K 0.08% -527 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 3,718 $959K 0.28% -56 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 3,715 $958K 0.83% +24 13F-HR/A Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,706 $956K 0.04% +13 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 3,703 $955K 0.23% +371 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 3,703 $955K 0.03% -6,082 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 3,700 $955K 0.61% +85 13F-HR/A Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 3,698 $954K 0.49% +868 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 3,684 $950K <0.01% +1,618 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 3,680 $949K 0.13% +268 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. 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More: the full row for Confluence Wealth Services, Inc. 3,653 $942K 0.04% -4 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 3,650 $942K 0.38% +110 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 3,634 $937K 0.09% +1,851 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 3,630 $936K 0.42% +10 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 3,628 $936K 0.15% -1,312 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 3,616 $933K 0.22% 0 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 3,610 $931K 0.23% +17 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 3,609 $931K 0.61% -588 13F-HR Timeline Planning Project LLC More: the full row for Planning Project LLC 3,608 $931K 0.23% 13F-HR Timeline Keewaydin Investments LLC More: the full row for Keewaydin Investments LLC 3,607 $930K 0.25% 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,602 $929K 0.1% -65 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 3,394 $927K 0.02% +1,226 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 3,587 $925K 0.26% +56 13F-HR Timeline Franklin, Parlapiano, Turner & Welch, L… More: the full row for Franklin, Parlapiano, Turner & Welch, LLC 3,345 $922K 0.23% 0 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 3,572 $921K 0.12% +811 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 3,567 $921K 0.07% -894 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,566 $920K 0.07% +1,485 13F-HR Timeline Capital Asset Managemnet, LLC More: the full row for Capital Asset Managemnet, LLC 3,534 $912K 1.01% 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 3,532 $911K <0.01% -482 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,523 $909K 0.05% +308 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 3,301 $904K 0.08% -674 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 3,505 $904K 0.03% -17 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 3,502 $903K 0.28% -50 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 3,498 $902K 0.11% +73 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 3,875 $901K 0.1% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 3,477 $897K 0.09% +210 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 3,472 $896K 0.01% -500 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 4,995 $891K 0.29% +73 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 3,453 $891K 0.08% +1,694 13F-HR Timeline Pearl Planning LLC More: the full row for Pearl Planning LLC 3,446 $889K 0.54% 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 3,438 $887K 0.02% +654 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 3,431 $885K 0.05% +12 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 3,426 $884K 0.09% 0 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 3,413 $880K 0.43% +3 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 3,412 $880K 0.1% +141 13F-HR Timeline PECAUT & CO. More: the full row for PECAUT & CO. 3,410 $880K 0.28% -24 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 3,407 $879K 0.14% -110 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 3,399 $877K 0.05% +1,973 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 3,389 $874K 0.47% +244 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 3,383 $873K 0.18% -38 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 3,131 $872K 0.18% -312 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 3,377 $871K 0.04% +521 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 3,362 $867K 0.09% -110 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 3,362 $867K 0.04% 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 3,360 $867K 0.12% -191 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 3,356 $866K 0.07% +370 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 3,354 $865K 0.07% 0 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 3,350 $864K 0.1% -218 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 3,340 $862K 0.26% 0 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 3,339 $861K 0.1% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 3,319 $856K 0.13% -25 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 3,316 $855K 0.77% 13F-HR Timeline Sterling Wealth Advisors Inc More: the full row for Sterling Wealth Advisors Inc 3,316 $855K 0.52% 0 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 3,311 $854K 0.1% -427 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 3,298 $851K 0.1% 0 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 3,297 $850K 0.43% 0 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 3,292 $849K 0.19% -1,200 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,283 $847K 0.04% -292 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 3,280 $846K 0.17% -151 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 3,268 $843K 0.7% +1,054 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 3,247 $837K 0.06% -34 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 67,729 $836K 0.64% +62,096 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 3,231 $833K 0.37% +1,729 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 3,217 $830K 0.41% -90 13F-HR Timeline Jefferson Bridge Capital, LLC More: the full row for Jefferson Bridge Capital, LLC 3,212 $829K 0.83% 13F-HR Timeline Ballast Financial Advisors LLC More: the full row for Ballast Financial Advisors LLC 3,208 $827K 0.85% 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 3,200 $825K 0.05% +1 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 3,196 $824K 0.11% +1 13F-HR Timeline NESTEGG ADVISORS, INC. 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More: the full row for 4Thought Financial Group Inc. 3,154 $814K 0.4% +1,142 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 3,146 $812K 0.07% -55 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 3,145 $811K 0.04% -24 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 3,134 $809K 0.28% +3,083 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 3,135 $809K 0.11% +204 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 3,129 $807K 0.24% +258 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 3,112 $803K 0.2% 0 13F-HR Timeline Smith Asset Management Co., LLC More: the full row for Smith Asset Management Co., LLC 3,109 $802K 0.66% +171 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 3,108 $802K 0.13% -108 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 3,101 $800K 0.23% -660 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 3,098 $799K 0.18% +25 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 3,097 $799K 0.06% -108 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 3,097 $799K 0.41% 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 3,083 $795K 0.29% new 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 2,905 $793K 0.14% -1,008 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 3,070 $792K 0.11% +483 13F-HR Timeline Marathon Strategic Advisors, LLC More: the full row for Marathon Strategic Advisors, LLC 3,035 $783K 0.6% -9 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 3,027 $781K 0.06% 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 3,019 $779K 0.12% +75 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 3,007 $776K 0.43% +550 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 2,992 $772K 0.47% 0 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 2,984 $770K 0.01% +19 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 2,965 $765K 0.07% +352 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 2,963 $764K 0.04% -232 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 2,964 $764K 0.16% -32 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 2,956 $762K 0.38% -189 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 2,955 $762K 0.14% +25 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 2,945 $760K 0.01% -40 13F-HR Timeline Group Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 2,923 $754K 0.5% -7 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 2,918 $753K 0.39% +428 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 2,912 $751K 0.31% +1,667 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 2,909 $750K 0.06% +4 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,897 $747K 0.05% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 2,889 $745K 0.09% +230 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 2,885 $744K 0.12% +2,054 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 2,875 $742K 0.03% +404 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2,868 $740K 0.13% +30 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 2,866 $739K 0.1% -351 13F-HR Timeline