SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 46,268 $9.66M 0.66% +489 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 46,093 $9.62M 0.03% +22,663 13F-HR Timeline Forbes Financial Planning, Inc. More: the full row for Forbes Financial Planning, Inc. 45,326 $9.54M 6.31% +752 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 45,511 $9.5M 0.05% +1,175 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 45,160 $9.43M 0.93% -58,400 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 45,053 $9.4M 2.66% +1,899 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 44,814 $9.35M 0.22% -256 13F-HR Timeline Spectrum Investment Advisors, Inc. More: the full row for Spectrum Investment Advisors, Inc. 44,406 $9.27M 5.02% +142 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 43,809 $9.14M 0.06% +3,057 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 43,617 $9.1M 0.11% +30,205 13F-HR Timeline Group Wrenne Financial Planning LLC More: the full row for Wrenne Financial Planning LLC 43,159 $9.01M 3.85% -437 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 43,083 $8.99M 0.01% +31,532 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 43,067 $8.99M <0.01% -308 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 42,922 $8.96M 2.42% -2,871 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 42,852 $8.94M 0.19% -923 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 42,094 $8.79M 0.01% +317 13F-HR Timeline Group MAYPORT, LLC More: the full row for MAYPORT, LLC 41,952 $8.76M 1.9% +855 13F-HR Timeline ROYCE & ASSOCIATES LP More: the full row for ROYCE & ASSOCIATES LP 41,219 $8.6M 0.09% new 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 41,002 $8.56M 5.79% -433 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 40,596 $8.47M 2.2% -139 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 40,420 $8.44M 0.61% -126 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 40,386 $8.43M 0.57% +3,293 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 39,984 $8.35M 3.38% -13,568 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 39,763 $8.3M 3.2% -463 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 39,739 $8.3M 0.85% -1,330 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 39,561 $8.26M 2% -2,405 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 39,276 $8.2M 2.33% +2,414 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 39,033 $8.15M 0.98% -31 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 38,961 $8.13M 1.14% +75 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 38,733 $8.08M 0.85% +334 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 43,270 $8.06M 0.66% -1,662 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 38,575 $8.05M 1.93% +100 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 38,487 $8.03M 0.12% -309 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 37,907 $7.91M 0.45% +155 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 37,685 $7.87M 0.19% +268 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 37,537 $7.83M 1.73% +1,042 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 37,434 $7.81M 0.65% -173 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 37,314 $7.79M 0.43% -814 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 37,309 $7.79M 1.4% -1,274 13F-HR/A Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 36,855 $7.69M 3.15% +984 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 36,744 $7.67M 2.04% -4,507 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 36,685 $7.66M 2.32% -1,420 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 36,617 $7.64M 0.42% -176 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 36,173 $7.64M 0.09% -231 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 36,345 $7.59M 0.76% +2,624 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 36,060 $7.53M 0.11% -2,754 13F-HR Timeline Fairway Financial, LLC More: the full row for Fairway Financial, LLC 35,862 $7.48M 5.9% +524 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 35,666 $7.44M 0.13% -301 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 35,642 $7.44M 5.55% +32 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 35,437 $7.4M 4.47% +573 13F-HR Timeline Granby Capital Management, LLC in group Granby Capital Management, LLC More: the full row for Granby Capital Management, LLC 35,000 $7.3M 3.88% 0 13F-HR Timeline Group White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 34,948 $7.29M 1.11% +508 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 34,920 $7.29M 1.53% +2,235 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 34,979 $7.28M 0.85% +631 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 34,796 $7.26M +311 Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 34,646 $7.23M 5.01% -529 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 34,425 $7.18M 1.03% +922 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 34,361 $7.17M 3.19% -566 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 34,004 $7.1M 1.29% +5,489 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 33,855 $7.07M 0.26% -938 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 33,297 $6.98M 0.18% +22,234 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 33,140 $6.92M 5.05% +11,879 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 32,983 $6.88M 1.02% +8,587 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 32,961 $6.88M 0.01% -5,042 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 355,121 $6.86M 1.18% +1,119 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 32,778 $6.84M 2.25% -981 13F-HR Timeline ATMOS ADVISORY, LLC More: the full row for ATMOS ADVISORY, LLC 32,461 $6.77M 4.13% +70 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 32,214 $6.77M 0.19% +2,372 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 32,046 $6.69M 1.61% -574 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 32,000 $6.68M 0.01% -15,400 13F-HR Timeline Group Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 31,985 $6.68M 0.64% -340 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 31,843 $6.65M 1.87% +7,815 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 828 $6.64M 0.44% -30,701 13F-HR Timeline Group Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 31,738 $6.63M 2% +2,230 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 31,626 $6.6M 0.02% -2,524 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 31,354 $6.54M 0.66% -721 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 31,215 $6.52M 0.17% +6 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 30,898 $6.45M 1.22% -268 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 30,607 $6.42M 0.02% -28 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 30,310 $6.33M 0.03% -75 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 30,307 $6.33M 0.16% -2,291 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 29,912 $6.24M 1.03% -1,760 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 29,698 $6.2M 2.02% +15,553 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 29,682 $6.19M 4.64% +553 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 29,359 $6.13M 3.37% 0 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 29,320 $6.12M 0.72% -590 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 28,985 $6.05M 0.07% +7,219 13F-HR Timeline Group Columbus Macro, LLC More: the full row for Columbus Macro, LLC 28,713 $5.99M 0.68% -460 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 28,673 $5.98M 0.65% +26,483 13F-HR/A Timeline Group NWAM LLC More: the full row for NWAM LLC 28,664 $5.98M 0.32% +1,029 13F-HR/A Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 28,507 $5.98M 0.6% -50 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 28,542 $5.96M 0.79% -232 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 28,324 $5.91M 2.6% +171 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 28,197 $5.89M 0.24% new 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 28,191 $5.88M 0.29% +3,650 13F-HR Timeline Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 28,037 $5.85M 2.52% +751 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 27,966 $5.84M 2.56% +403 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 27,830 $5.81M 1.84% -128 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 27,779 $5.8M 0.28% +548 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 27,686 $5.78M <0.01% +1,678 13F-HR Timeline Group Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 27,624 $5.77M -406 Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 27,712 $5.75M 2.63% +388 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 27,303 $5.7M 0.5% +402 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 26,975 $5.63M 0.06% -1,862 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 26,963 $5.63M 0.12% +2,735 13F-HR Timeline Group Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 26,914 $5.62M 0.55% -1,425 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 26,681 $5.57M 0.93% +1,430 13F-HR/A Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 26,547 $5.54M 0.07% -679 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 26,480 $5.53M 1.07% +101 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 26,480 $5.53M 2.32% +698 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 25,939 $5.41M 0.11% +3,009 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 25,918 $5.41M 0.04% -821 13F-HR/A Timeline Group SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 25,771 $5.38M 0.87% +24,636 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 25,557 $5.34M 0.15% +1,861 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 25,537 $5.33M 0.14% +1,998 13F-HR Timeline Group CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 25,387 $5.3M 0.14% +2,110 13F-HR Timeline Group Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 25,359 $5.29M 1.37% +265 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 25,316 $5.28M 0.13% +7,104 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 25,300 $5.28M 0.01% new 13F-HR Timeline Group Sharper & Granite LLC More: the full row for Sharper & Granite LLC 25,195 $5.26M 1.88% -3,866 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 25,060 $5.25M 1.21% +530 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 25,115 $5.24M +2,565 Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 24,607 $5.14M 1.04% +173 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 24,520 $5.12M 3.17% -675 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 24,502 $5.11M 0.07% -1,076 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 24,496 $5.11M 0.37% -177 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 24,323 $5.1M 0.36% +24,033 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 24,244 $5.06M 1.83% +165 13F-HR Timeline Zeit Capital LLC More: the full row for Zeit Capital LLC 24,222 $5.06M 3.44% -72 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 24,101 $5.03M 1.63% +7,449 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 24,057 $5.02M 1.17% +271 13F-HR Timeline Ervin Investment Management, LLC More: the full row for Ervin Investment Management, LLC 24,017 $5.01M 2.87% +195 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 24,001 $5.01M 0.19% +1,874 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 23,748 $4.96M 1.41% -1,719 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 23,725 $4.95M 0.4% +4,283 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 23,712 $4.95M 0.49% -345 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 30,641 $4.93M 0.11% -130 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 23,545 $4.91M 0.03% +367 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 23,473 $4.9M 0.12% +938 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 23,462 $4.9M 0.41% +215 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 23,430 $4.89M 2.06% -326 13F-HR Timeline Obsido Oy More: the full row for Obsido Oy 23,340 $4.87M 3.24% +2,401 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 23,220 $4.87M 0.02% +7,229 13F-HR Timeline Group Truepoint, Inc. More: the full row for Truepoint, Inc. 23,164 $4.83M 0.11% +1,712 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 22,983 $4.8M 0.1% -400 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 22,936 $4.79M 0.45% -300 13F-HR Timeline Employees' Retirement Fund of the City … More: the full row for Employees' Retirement Fund of the City of Fort Worth 22,900 $4.78M 2.23% -500 13F-HR/A Timeline Tenret Co LLC More: the full row for Tenret Co LLC 22,823 $4.76M 2.47% +119 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 22,677 $4.73M 2.78% -120 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 22,699 $4.71M 1.37% -4,806 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 22,518 $4.7M 0.18% -3,087 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 22,433 $4.68M 1.51% +980 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 22,207 $4.63M 0.22% 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 22,171 $4.63M 0.04% +557 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 21,844 $4.56M 0.9% +4,161 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 21,767 $4.54M 0.3% +3,827 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 21,662 $4.52M 1.19% +8,544 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 21,485 $4.48M 1.53% -985 13F-HR Timeline Seek First Inc. More: the full row for Seek First Inc. 21,370 $4.46M 3.21% +224 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 21,169 $4.42M 0.11% -832 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 21,159 $4.42M 1.07% +238 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 21,149 $4.41M 0.39% -681 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 21,101 $4.4M 0.36% -3,083 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 20,944 $4.37M 0.62% +75 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 20,820 $4.35M 0.15% +2,386 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 20,804 $4.34M <0.01% +1,073 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 20,779 $4.34M 0.45% +1,809 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 20,681 $4.32M 2.17% +34 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 20,601 $4.3M 2.04% -399 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 20,635 $4.25M -225 Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 20,361 $4.25M 0.06% +413 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 20,247 $4.24M 0.37% -598 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 20,254 $4.23M 1.1% +1,548 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 20,118 $4.2M 2.75% -796 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 19,932 $4.16M 1.02% +88 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 19,847 $4.14M 0.09% 0 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 19,766 $4.13M 3.11% +350 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 19,676 $4.11M 0.09% +4,945 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 19,662 $4.1M 0.37% -911 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 19,629 $4.1M 0.47% -537 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 19,548 $4.08M 0.02% +689 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 19,546 $4.08M 0.08% +108 13F-HR Timeline Group CSM Advisors, LLC More: the full row for CSM Advisors, LLC 19,493 $4.07M 0.11% -926 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 19,469 $4.06M 0.1% +569 13F-HR Timeline Group Diversified Portfolios, Inc. 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