Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 5,080 $1.28M 0.06% -2,534 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 4,980 $1.25M 0.16% -130 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 4,972 $1.25M 0.04% -476 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 4,966 $1.25M 0.01% -1,367 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 5,262 $1.24M 0.07% -607 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 4,910 $1.24M 0.08% -5,309 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 4,871 $1.23M 0.44% +107 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 4,863 $1.22M 0.16% -184 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 4,859 $1.22M 0.41% +37 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 4,815 $1.22M 0.08% +2 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 4,821 $1.21M 0.24% +2,073 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 11,517 $1.21M 1.23% 0 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 4,790 $1.21M 1.09% +99 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 4,770 $1.2M 0.64% -705 13F-HR Timeline KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 4,709 $1.19M 0.77% 0 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 4,651 $1.17M 0.11% -62 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 4,896 $1.17M 0.81% 0 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 4,627 $1.16M 0.05% -345 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,621 $1.16M 0.02% -745 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 4,572 $1.15M 0.4% -23 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 4,569 $1.15M 0.13% +1,771 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 4,543 $1.14M 0.87% +93 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 4,475 $1.14M 0.14% -292 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 4,517 $1.14M 0.06% -108 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 4,509 $1.14M 0.01% +491 13F-HR Timeline Group FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 4,361 $1.1M 0.31% +323 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 4,351 $1.1M 0.2% +634 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 4,349 $1.1M 0.09% +3 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 4,328 $1.09M 0.44% -645 13F-HR Timeline Trust Co More: the full row for Trust Co 4,318 $1.09M 0.13% -97 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 4,312 $1.08M 0.04% +2,878 13F-HR Timeline Group HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 4,306 $1.08M 0.14% -25 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 4,305 $1.08M 0.03% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 4,295 $1.08M 0.05% new 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 4,292 $1.08M 0.01% -207 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 3,947 $1.08M 0.04% +18 13F-HR Timeline Group Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 4,286 $1.08M 0.9% -473 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 4,269 $1.07M 0.15% +64 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 4,260 $1.07M 0.16% +150 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,227 $1.06M 0.03% +97 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 4,205 $1.06M 0.13% -25 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 4,173 $1.05M 0.97% +7 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 4,160 $1.05M 0.04% -674 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 4,246 $1.05M 0.01% -44 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 4,147 $1.04M 0.14% +86 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 4,131 $1.04M 0.03% +1,579 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 4,114 $1.04M 0.51% -666 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 4,111 $1.04M 0.09% +2,655 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 4,084 $1.03M 0.06% +122 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 4,039 $1.02M 0.08% +620 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 4,021 $1.01M 0.02% +165 13F-HR Timeline Group NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 4,000 $1.01M 0.12% new 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 3,989 $1M 0.03% -2,673 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 3,987 $1M 0.95% +874 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 3,983 $1M 0.01% -140 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,945 $993K 0.08% -1,124 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 3,902 $982K 0.37% -164 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 3,901 $982K 0.04% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,879 $981K 0.03% +2,390 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 3,866 $973K 0.06% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 3,864 $973K 0.09% -1,506 13F-HR Timeline Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 3,844 $968K 0.58% -7,094 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 3,836 $966K 0.39% +258 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,835 $966K 0.03% -42 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 3,825 $963K 0.12% -61 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 3,809 $959K 0.44% +290 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 3,801 $957K 0.36% +66 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 3,785 $953K 0.08% +123 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 3,780 $952K 0.5% -36 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 3,756 $946K 0.38% -1,289 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 3,755 $945K 0.55% +34 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 3,747 $943K 0.26% -146 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 3,738 $941K 0.03% +1,092 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 3,711 $934K 0.23% -3 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 3,945 $931K 0.24% -118 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 3,692 $930K 0.45% new 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 3,684 $928K 0.73% 0 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 3,680 $927K 0.52% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,672 $925K 0.04% -84 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 3,654 $920K 0.43% -783 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 3,610 $909K 0.56% -1,109 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3,599 $906K 0.02% -608 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 3,821 $902K 0.05% -181 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 3,582 $902K <0.01% -48 13F-HR Timeline Group ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 3,580 $901K 0.83% +227 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 3,551 $894K 0.24% +288 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 3,535 $890K 0.12% -847 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 3,524 $888K 0.36% new 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 3,496 $887K 0.59% new 13F-HR Timeline SFI Advisors, LLC More: the full row for SFI Advisors, LLC 3,520 $886K 0.66% -4,823 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 3,505 $883K 0.13% +105 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,545 $875K 0.03% +1,366 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 3,464 $872K 0.01% +1,336 13F-HR Timeline Group Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 3,439 $869K 0.31% +47 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 3,450 $869K 0.13% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,445 $867K 0.05% +384 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,441 $866K 0.04% +1,398 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,434 $865K 0.02% +87 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 3,433 $864K 0.14% +31 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 3,422 $861K 0.54% -59 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 3,452 $860K +25 Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,377 $850K 0.01% -134 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 3,375 $850K 0.53% -233 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 3,329 $838K <0.01% +50 13F-HR Timeline Group Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 3,311 $834K 0.13% 0 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 3,307 $833K 0.19% -4,423 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 3,279 $825K 0.09% -112 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 3,236 $815K 0.29% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 3,209 $808K 0.01% +16 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 3,549 $802K 0.02% +139 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 3,103 $781K 0.01% -455 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 3,103 $781K 0.01% -455 13F-HR/A Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 3,099 $780K 0.26% +14 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 3,087 $777K 0.11% +1 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 3,061 $771K <0.01% -67 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 3,059 $770K 0.02% -228 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 3,050 $768K 0.2% -3 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 3,045 $767K 0.07% 0 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 3,025 $762K 0.16% +576 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 3,024 $761K 0.31% +290 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 3,018 $760K 0.1% +21 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 2,992 $753K 0.19% -94 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 2,982 $751K 0.11% -499 13F-HR Timeline Martin Worley Group More: the full row for Martin Worley Group 2,976 $749K 0.43% +564 13F-HR Timeline Friday Financial More: the full row for Friday Financial 2,899 $746K 0.45% -312 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 2,657 $744K 0.24% 0 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 2,952 $743K 0.08% +1,175 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 2,937 $739K 0.12% +1,677 13F-HR/A Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 2,913 $733K 0.1% -22 13F-HR Timeline Busey Bank More: the full row for Busey Bank 2,891 $728K 0.02% 0 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 2,885 $727K 0.14% -23 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,885 $726K 0.05% -26,486 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 2,877 $724K 0.14% 0 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 2,870 $723K 0.49% -59 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,849 $717K 0.09% +480 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 2,849 $717K 0.39% -18 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 2,843 $716K 0.51% 0 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 2,816 $709K 0.56% +64 13F-HR Timeline Goodwin Investment Advisory More: the full row for Goodwin Investment Advisory 2,800 $705K 1.09% -5,212 13F-HR Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 2,766 $696K 0.16% +10 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 2,761 $695K 0.6% -252 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 2,747 $692K 0.19% -89 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 2,746 $691K 0.06% +1 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 2,743 $691K 0.34% +246 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 2,722 $685K 0.56% 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,713 $683K 0.02% -6,577 13F-HR Timeline First International Bank & Trust More: the full row for First International Bank & Trust 2,676 $674K 0.21% -696 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 2,674 $673K 0.01% -309 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,674 $673K 0.05% 0 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 2,661 $670K 0.03% +20 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 2,650 $667K 0.13% +246 13F-HR Timeline Group Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 2,639 $665K 0.23% +2 13F-HR Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 2,632 $663K 0.26% -327 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 2,617 $659K 0.5% 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 2,591 $652K 0.06% -236 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 2,589 $652K 0.32% -13 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 2,583 $650K 0.13% 0 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 2,581 $650K 0.36% -319 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 2,575 $648K 0.32% +3 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,571 $647K 0.01% -229 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 2,564 $646K 0.23% +22 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 2,560 $645K 0.07% 0 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 2,552 $643K 0.14% -3 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 2,552 $642K 0.04% -95 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 2,533 $638K 0.06% -6 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 2,528 $636K 0.7% +314 13F-HR Timeline Lane & Associates LLC More: the full row for Lane & Associates LLC 2,519 $634K 0.34% +58 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 2,514 $633K 0.44% +123 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 2,509 $632K 0.12% -73 13F-HR Timeline Keystone Financial Services, LLC More: the full row for Keystone Financial Services, LLC 2,508 $632K 0.53% +612 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 2,498 $629K 0.05% +92 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 2,496 $628K 0.28% -262 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 2,470 $622K <0.01% -14 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,468 $621K 0.01% -1,202 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 2,455 $618K 0.41% -1,140 13F-HR/A Timeline Glenview Trust Co More: the full row for Glenview Trust Co 2,453 $618K 0.01% 0 13F-HR/A Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,440 $614K 0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,422 $610K 0.05% -42 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 2,411 $607K 0.04% -30 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 2,408 $606K 0.05% -28 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 2,388 $601K 0.12% 0 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 2,385 $600K 0.06% +4 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 2,385 $600K 0.86% -60 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,383 $600K 0.02% -743 13F-HR Timeline Group Solutions 4 Wealth, Ltd More: the full row for Solutions 4 Wealth, Ltd 2,374 $598K 1.05% +2 13F-HR Timeline Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 2,373 $597K 1.36% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,366 $596K 0.02% -225 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 2,335 $588K 0.31% -145 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,330 $587K 0.02% +466 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 2,298 $578K 0.08% +76 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,281 $574K 0.01% +113 13F-HR Timeline Coordinated Financial Services, Inc./CO More: the full row for Coordinated Financial Services, Inc./CO 2,265 $570K 0.44% 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 2,246 $566K 0.07% +72 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 2,246 $565K 0.12% -49 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 2,237 $563K 0.34% +37 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 2,228 $561K 0.05% +15 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 2,224 $560K 0.48% -35 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,224 $560K 0.01% +750 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 2,220 $559K 0.17% +11 13F-HR Timeline Bell Bank More: the full row for Bell Bank 2,187 $551K 0.03% 0 13F-HR Timeline