FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 10,817 $1.31M 0.11% -254 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 10,807 $1.31M 0.03% -2,769 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 10,652 $1.29M 0.08% +340 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 10,505 $1.27M 0.1% +97 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 10,426 $1.26M 0.03% new 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 10,409 $1.26M 0.04% -9,915 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Athena Investment Management More: the full row for Athena Investment Management 10,386 $1.26M 0.73% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 10,285 $1.25M 0.02% -1,930 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 10,255 $1.24M 0.02% -50 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 10,193 $1.24M 0.01% +2,003 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 10,090 $1.22M 0.02% +392 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 10,072 $1.22M 0.16% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 9,932 $1.2M 0.11% -45 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 9,816 $1.19M 0.04% 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 9,670 $1.17M 0.21% -35 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 9,610 $1.17M 0.3% -498 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 9,593 $1.16M 0.39% 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 9,556 $1.16M 0.03% +105 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 9,355 $1.13M 0.12% -540 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 9,255 $1.12M 0.26% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 9,190 $1.11M 0.02% +26 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 9,186 $1.11M 0.98% 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 9,169 $1.11M 0.01% -316 13F-HR Timeline Centered Wealth LLC dba Miller Equity C… More: the full row for Centered Wealth LLC dba Miller Equity Capital Advisors 9,165 $1.11M 0.42% +400 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 9,151 $1.11M 0.03% +6,796 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 9,125 $1.11M 0.02% -3,211 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 9,067 $1.1M 0.04% -2 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 8,835 $1.07M 0.16% +491 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 8,769 $1.06M 0.5% +251 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 8,732 $1.06M 0.11% +1,111 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 8,506 $1.05M 0.22% -1,279 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 8,464 $1.03M 0.06% +36 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 8,338 $1.01M 0.01% +986 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 8,317 $1.01M 0.45% new 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 8,270 $1M 0.42% -350 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 8,107 $983K 0.03% +1,887 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 8,014 $972K 0.01% -488 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 7,988 $969K <0.01% +3,197 13F-HR Timeline Group WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 7,992 $969K 0.42% -1,039 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 7,930 $962K 0.01% +1,614 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 7,892 $957K 0.06% new 13F-HR Timeline Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 7,804 $947K 0.1% -63 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 7,800 $946K 0.61% 0 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 7,754 $941K 0.78% 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 7,745 $940K 0.65% 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 7,543 $915K 0.07% 0 13F-HR Timeline Group M Financial Asset Management, Inc. More: the full row for M Financial Asset Management, Inc. 7,550 $915K 4.43% -1,206 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 7,425 $901K 0.02% -120 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 7,407 $899K 0.66% -961 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 7,109 $885K <0.01% +5,685 13F-HR Timeline Group Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 7,255 $880K 0.16% +439 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 7,246 $879K 0.09% +2,799 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 7,236 $878K 0.07% -162 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 7,202 $874K 0.6% -205 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 7,114 $863K 0.23% -50 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 7,113 $863K 0.06% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 7,060 $856K 0.01% +538 13F-HR Timeline Group Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 6,956 $844K 0.28% +32 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 6,471 $838K <0.01% +1,645 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 6,902 $837K 0.06% +124 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 6,886 $835K 0.02% +354 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 6,843 $830K <0.01% +751 13F-HR Timeline Group Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 6,808 $826K 0.43% +3,318 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 6,777 $822K 0.41% +254 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 6,728 $816K <0.01% -970 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 6,717 $815K 0.06% +420 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 6,645 $806K 0.1% -150 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 6,641 $806K <0.01% -90 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 6,639 $805K 0.1% -340 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 6,627 $804K 0.06% +1,965 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 6,577 $798K 0.25% -716 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 6,100 $786K 0.24% -7,919 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 6,473 $785K <0.01% +3,378 13F-HR Timeline Group SMI Advisory Services, LLC More: the full row for SMI Advisory Services, LLC 6,093 $778K 0.18% -10,510 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 6,386 $775K 0.37% -564 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 6,373 $773K <0.01% +1,524 13F-HR Timeline Group Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 6,261 $760K 0.24% 0 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 6,227 $755K 0.04% +369 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 6,186 $750K 0.03% +97 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 6,117 $742K 0.02% -862 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 6,113 $742K 0.16% +110 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 6,079 $737K 0.03% +220 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 6,031 $732K 0.01% -113 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 5,543 $731K 0.02% -469 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 6,023 $731K 0.04% -7 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 6,001 $728K 0.05% -2 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 6,000 $728K 0.85% new 13F-HR Timeline Global Wealth Management, LLC More: the full row for Global Wealth Management, LLC 5,939 $720K 0.46% +96 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 5,904 $716K 0.01% +279 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 5,897 $715K <0.01% -1,825 13F-HR/A Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 5,888 $714K 0.04% +1,016 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 5,879 $713K 0.01% -256 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 5,875 $713K 0.01% -994 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 5,875 $713K <0.01% -185 13F-HR Timeline Group SOL Capital Management CO More: the full row for SOL Capital Management CO 5,800 $704K 0.08% 0 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 5,731 $695K 0.05% -568 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 5,594 $679K 0.15% -194 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 5,578 $677K 0.15% -943 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 5,567 $675K 0.19% +94 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 5,548 $673K 0.16% +588 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 5,530 $671K 0.25% 0 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 5,501 $667K <0.01% -1,367 13F-HR Timeline Group Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 5,494 $666K 0.09% +387 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 5,401 $655K 0.01% +1,243 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 5,372 $652K 0.01% +256 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 5,344 $648K <0.01% 0 13F-HR Timeline Group VPR Management LLC More: the full row for VPR Management LLC 5,300 $643K 0.34% 0 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 5,284 $641K 0.06% new 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 5,262 $638K 0.49% 0 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 5,193 $630K 0.02% new 13F-HR Timeline Cubist Systematic Strategies, LLC More: the full row for Cubist Systematic Strategies, LLC 5,104 $619K 0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 5,057 $614K 0.01% +18 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 5,042 $612K 0.36% 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 5,027 $610K 0.03% +64 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 5,001 $607K 0.38% +680 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 5,000 $607K 0.28% 0 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 5,000 $607K 0.04% new 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 4,996 $606K 0.29% +341 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 4,969 $603K 0.01% +339 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 4,950 $601K 0.12% +63 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 4,933 $598K 0.23% +481 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 4,858 $589K 0.02% -270 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 4,769 $579K 0.02% -148 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,657 $565K 0.01% +2 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 4,625 $561K 0.07% -613 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 4,610 $559K 0.31% 0 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 4,560 $553K 0.01% +110 13F-HR Timeline Group Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 4,516 $548K 0.04% -279 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 4,485 $544K 0.17% 13F-HR Timeline Bray Capital Advisors More: the full row for Bray Capital Advisors 4,396 $533K 0.14% -200 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 4,325 $525K 0.05% +8 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 4,260 $517K 0.07% +170 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 4,238 $514K 0.02% 0 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 4,196 $514K 0.05% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 4,229 $513K 0.25% 0 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 4,177 $507K 0.09% -646 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 4,152 $504K +1,282 Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,139 $502K 0.03% -325 13F-HR/A Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 4,127 $501K 0.01% -8 13F-HR/A Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 4,067 $493K <0.01% +263 13F-HR/A Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 4,023 $488K 0.06% 0 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 3,998 $485K 0.09% +31 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 3,965 $481K 0.2% 0 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 3,958 $480K 0.15% 0 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 3,947 $479K 0.1% 0 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 3,921 $476K 0.43% 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 3,920 $476K 0.03% 0 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 3,910 $474K 0.02% +118 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 3,907 $474K 0.05% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,780 $473K 0.02% -91 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 3,869 $469K <0.01% -11,508 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 3,845 $466K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,837 $465K <0.01% +54 13F-HR Timeline Group Saranac Partners Ltd More: the full row for Saranac Partners Ltd 3,825 $464K 0.26% new 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 3,740 $454K 0.03% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 3,656 $453K 0.01% +1,973 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 3,730 $452K 0.2% 0 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 3,719 $451K 0.15% +1,023 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 3,663 $444K 0.07% +1,397 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 3,652 $443K 0.02% -971 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 3,615 $439K 0.26% -200 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,611 $438K 0.01% +1,262 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 3,594 $436K <0.01% +1,710 13F-HR Timeline Group Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 3,583 $435K 0.04% -1,520 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 3,538 $429K 0.11% 0 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 3,522 $427K 0.05% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 3,516 $427K 0.29% 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,512 $426K <0.01% new 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 3,476 $422K 0.01% +412 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 3,458 $420K 0.21% +36 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 3,450 $419K 0.07% 0 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 3,442 $418K <0.01% -229 13F-HR Timeline Group Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 3,320 $415K 0.05% +27 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,410 $414K 0.03% new 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 3,407 $413K 0.21% -122 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 3,400 $412K 0.01% +500 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 3,389 $411K 0.01% +202 13F-HR Timeline Group BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 3,363 $408K 0.15% -220 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 3,355 $407K <0.01% -3,508 13F-HR Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 3,353 $407K 0.01% +1,176 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,303 $401K 0.05% 0 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 3,268 $396K 0.02% -537 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 3,263 $396K 0.23% -14 13F-HR Timeline Blume Capital Management, Inc. 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