Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 37,590 $2.41M 1.23% +19,091 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 37,477 $2.4M 0.23% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 37,424 $2.4M 0.11% -603 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 37,345 $2.39M 0.46% +17,206 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 37,269 $2.39M 0.26% +4,997 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 37,216 $2.38M 0.8% +1,100 13F-HR Timeline Group Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 37,196 $2.38M 0.44% -46 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 37,001 $2.37M 0.33% +16,774 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 36,941 $2.37M 0.34% -1,886 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 36,737 $2.35M 0.55% -412 13F-HR Timeline William Howard & Co Financial Advisors … More: the full row for William Howard & Co Financial Advisors Inc 36,725 $2.35M 2.03% +1,409 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 36,268 $2.32M 0.33% +1 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 36,067 $2.31M 1.18% 0 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 35,988 $2.31M 0.3% +606 13F-HR Timeline Tailwinds Wealth, LLC More: the full row for Tailwinds Wealth, LLC 35,884 $2.3M 5.64% -36,598 13F-HR Timeline Bell Bank More: the full row for Bell Bank 35,847 $2.3M 0.1% -158 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 35,796 $2.29M 0.87% +2,167 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 35,682 $2.29M 2.25% -867 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 35,365 $2.29M 0.28% +22,567 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 35,510 $2.28M 0.08% -2,949 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 35,489 $2.27M 0.61% +3,711 13F-HR Timeline WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 35,440 $2.27M 1.51% -10,581 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 35,399 $2.27M 0.13% -1,658 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 35,397 $2.27M 0.28% +34 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 35,268 $2.26M 0.05% +403 13F-HR/A Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 35,210 $2.26M 0.08% 0 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 34,807 $2.23M 0.07% +7,591 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 34,745 $2.23M 0.27% -2,565 13F-HR Timeline Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 34,588 $2.22M 2.17% -4,115 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 34,551 $2.21M 0.88% -140,683 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 34,533 $2.21M 0.45% -1,278 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 34,499 $2.21M 0.03% +1,648 13F-HR/A Timeline Kropog Financial Group, LLC More: the full row for Kropog Financial Group, LLC 34,479 $2.21M 1.8% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 34,400 $2.2M 0.72% +2,074 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 34,313 $2.2M 1.3% +3,894 13F-HR Timeline CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 34,300 $2.2M 0.38% new 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 34,275 $2.2M 0.86% -84 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 34,210 $2.19M 0.03% +95 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 33,990 $2.18M 0.08% +34 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 33,914 $2.17M 1.92% -171,995 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 33,708 $2.16M 0.42% +1,338 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 33,666 $2.16M 0.05% -1,353 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 30,872 $2.15M 0.77% -907 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 33,569 $2.15M 0.77% 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 33,565 $2.15M 0.94% +909 13F-HR Timeline BEACON ADVISORS HOLDINGS, LLC More: the full row for BEACON ADVISORS HOLDINGS, LLC 33,504 $2.15M 1.15% +107 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 33,374 $2.14M 0.22% -2,723 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 33,357 $2.14M 0.86% +146 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 33,181 $2.13M 0.88% new 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 32,940 $2.11M 0.07% -130 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 32,928 $2.11M 0.48% +165 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 32,882 $2.11M 0.15% -1,788 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 32,820 $2.1M 1.23% +49 13F-HR Timeline COMMON FUND FOR NONPROFIT ORGANIZATIONS in group COMMON FUND FOR NONPROFIT ORG… More: the full row for COMMON FUND FOR NONPROFIT ORGANIZATIONS 32,754 $2.1M 0.2% -218,720 13F-HR Timeline Group RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 32,733 $2.1M 1.09% -3,451 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 32,713 $2.1M 0.04% +2,100 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 32,095 $2.09M 1.28% +366 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 32,501 $2.08M 0.08% +2,040 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 32,360 $2.07M 0.3% +1,992 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 30,119 $2.07M 0.07% +4,535 13F-HR Timeline Charis Legacy Partners, LLC More: the full row for Charis Legacy Partners, LLC 32,210 $2.06M 3.02% -1,743 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 32,196 $2.06M 0.07% new 13F-HR Timeline Heirloom Wealth Management More: the full row for Heirloom Wealth Management 32,162 $2.06M 0.37% new 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 39,846 $2.06M 0.65% -72,355 13F-HR Timeline Left Brain Wealth Management, LLC More: the full row for Left Brain Wealth Management, LLC 32,032 $2.05M 0.81% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 31,923 $2.05M 0.1% +395 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 31,917 $2.05M 0.03% +6,131 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 31,908 $2.04M 0.25% -1,972 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 31,766 $2.04M 0.17% +919 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 31,722 $2.03M 0.46% -135 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 29,570 $2.03M 0.56% +130 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 31,464 $2.02M 0.12% +4,160 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 31,243 $2M 0.26% -128 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 31,139 $2M 0.51% +16,870 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 31,116 $1.99M 0.3% -415 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 31,000 $1.99M 0.44% 0 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 30,950 $1.98M 1.39% +1,014 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 30,876 $1.98M 0.08% -826 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 30,757 $1.97M 0.26% +1,954 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 30,648 $1.96M 0.93% -62 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 30,620 $1.96M 0.13% -178 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 30,618 $1.96M 0.17% -1,226 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 30,556 $1.96M 0.11% +10,462 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 30,499 $1.95M 0.27% -609 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 30,422 $1.95M 0.06% -7,623 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 30,419 $1.95M 0.71% -334 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 30,368 $1.95M 0.47% +11,189 13F-HR Timeline PECAUT & CO. More: the full row for PECAUT & CO. 30,267 $1.94M 0.63% +7,979 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 30,258 $1.94M <0.01% -21,347 13F-HR Timeline Group CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 30,082 $1.93M 0.17% 13F-HR Timeline Group Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 30,039 $1.92M 1.28% +8,202 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 30,000 $1.92M 0.03% new 13F-HR Timeline Group S&A Financial Services, Inc. More: the full row for S&A Financial Services, Inc. 29,959 $1.92M 1.32% 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 29,849 $1.91M 0.92% +8,367 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 29,797 $1.91M 0.24% -3,662 13F-HR Timeline Topor & Co. Korea More: the full row for Topor & Co. Korea 29,771 $1.91M 1.61% +5,505 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 29,711 $1.9M 0.25% -147 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 29,616 $1.9M 0.22% +2,517 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 29,495 $1.89M 0.06% +2,301 13F-HR Timeline Group Aureum Wealth Management, LLC More: the full row for Aureum Wealth Management, LLC 29,467 $1.89M 1.31% +11,244 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 29,438 $1.89M <0.01% -3,107 13F-HR Timeline Group J.E. Simmons & Co., P.C. More: the full row for J.E. Simmons & Co., P.C. 29,351 $1.88M 1.26% -401 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 29,328 $1.88M 0.33% +2,069 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 29,252 $1.87M 0.36% -557 13F-HR/A Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 29,213 $1.87M 0.12% +21,622 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 29,110 $1.87M 0.05% +595 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 29,047 $1.86M 0.57% -7,053 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 28,896 $1.85M 0.8% -318 13F-HR Timeline Stillwater Private Wealth, LLC More: the full row for Stillwater Private Wealth, LLC 28,863 $1.85M 1.56% 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 28,844 $1.85M 0.55% -718 13F-HR Timeline CX Institutional More: the full row for CX Institutional 28,761 $1.84M 0.06% -83 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 28,647 $1.84M 1.73% 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 28,614 $1.83M 0.14% -3,378 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 28,605 $1.83M 0.86% +138 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 28,575 $1.83M 0.18% +2,284 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 28,452 $1.82M 0.13% -25 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 28,434 $1.82M 0.43% -1,931 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 28,361 $1.82M 0.27% 0 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 28,352 $1.82M 0.21% +1,553 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 27,857 $1.81M 0.14% -5,952 13F-HR Timeline Navigate Wealth Management, LLC More: the full row for Navigate Wealth Management, LLC 26,704 $1.81M 1.27% 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 28,226 $1.81M 0.06% +18,841 13F-HR Timeline PERSPECTIVE WEALTH ADVISORS LLC More: the full row for PERSPECTIVE WEALTH ADVISORS LLC 28,212 $1.81M 1.17% -407 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 28,204 $1.81M 0.07% +2,015 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 28,179 $1.81M 0.44% +1,515 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 28,049 $1.8M 0.23% +663 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 28,031 $1.8M 0.06% -2,487 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 28,029 $1.8M 0.33% +1,860 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 27,917 $1.79M 0.28% +12,001 13F-HR Timeline MOTCO More: the full row for MOTCO 27,874 $1.79M 0.17% -840 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 27,863 $1.79M 0.22% -4,193 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 27,737 $1.78M 0.6% +119 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 27,721 $1.78M 0.01% +3,473 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 27,677 $1.77M 0.23% -285 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 27,457 $1.76M 0.13% -31,188 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 27,394 $1.76M 0.66% -734 13F-HR/A Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 27,391 $1.76M 1.18% +11,829 13F-HR Timeline QUANTIFY CHAOS ADVISORS, LLC More: the full row for QUANTIFY CHAOS ADVISORS, LLC 27,251 $1.75M 5.45% +2,281 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 27,206 $1.74M 1.75% +3,857 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 27,161 $1.74M 0.64% -216 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 27,108 $1.74M 0.17% new 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 27,074 $1.73M 0.82% +1,223 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 26,982 $1.73M 0.23% +21,517 13F-HR Timeline Gridiron Partners, LLC More: the full row for Gridiron Partners, LLC 26,975 $1.73M 1.06% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 26,915 $1.72M 0.06% +487 13F-HR Timeline Group Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 26,913 $1.72M 0.58% +59 13F-HR Timeline LAVELLE CAPITAL LP More: the full row for LAVELLE CAPITAL LP 26,891 $1.72M 1.07% +220 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 26,771 $1.72M 1.56% +396 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 26,765 $1.72M 0.77% -1,640 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 26,717 $1.71M 0.09% -311 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 26,669 $1.71M 0.6% -920 13F-HR Timeline Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 26,518 $1.7M 0.34% +886 13F-HR Timeline Chico Wealth RIA More: the full row for Chico Wealth RIA 26,498 $1.7M 1.04% +1 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 26,434 $1.69M 0.15% +3,171 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 26,429 $1.69M 0.57% +7,170 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 26,418 $1.69M 0.58% +4,973 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 26,406 $1.69M 0.14% +10,774 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 26,390 $1.69M 1.22% -520,903 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 26,382 $1.69M 0.57% -6,258 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 26,333 $1.69M 0.32% -1,410 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 26,244 $1.68M 0.59% +1,069 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 26,069 $1.67M 0.26% -121 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 26,043 $1.67M 0.21% 0 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 26,014 $1.67M 0.91% -737 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 26,000 $1.67M 0.07% +10,002 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 25,985 $1.67M 0.8% +3,036 13F-HR Timeline Hegarty Advisors, LLC More: the full row for Hegarty Advisors, LLC 25,955 $1.66M 1.31% +418 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 25,899 $1.66M 0.24% 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 25,890 $1.66M 0.5% -1,154 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 25,878 $1.66M 0.86% +7,236 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 25,818 $1.65M 0.41% -356 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 25,633 $1.64M 0.01% -4,420 13F-HR Timeline Group Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 25,547 $1.64M 0.87% +1,356 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 25,502 $1.63M 0.11% +7,566 13F-HR Timeline Harding Loevner LP More: the full row for Harding Loevner LP 25,456 $1.63M 0.02% -142,725 13F-HR Timeline Retirement Systems of Alabama More: the full row for Retirement Systems of Alabama 25,369 $1.63M 0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. 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