Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 23,819 $1.53M 0.2% +550 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 22,391 $1.52M 0.25% -693 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 23,745 $1.52M 0.27% +166 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. 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More: the full row for Silver Grove Financial Group, Inc. 23,661 $1.52M 1.22% +321 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 23,628 $1.51M 0.9% -14,437 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 23,615 $1.51M 0.26% -3,842 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 23,614 $1.51M 0.04% +854 13F-HR Timeline Group STONE LOFT WEALTH MANAGEMENT LLC More: the full row for STONE LOFT WEALTH MANAGEMENT LLC 23,566 $1.51M 1.08% +14,974 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 23,556 $1.51M 0.83% +3,313 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 23,549 $1.51M 2.36% +926 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 23,545 $1.51M 0.03% +854 13F-HR/A Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 23,471 $1.5M 0.46% +12,924 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 23,375 $1.5M 1.02% +1,863 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 23,368 $1.5M 0.43% +9,446 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 23,339 $1.5M 0.86% -230 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. 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More: the full row for Peak Financial Management, Inc. 23,101 $1.48M 0.38% +772 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 21,419 $1.48M 0.18% +387 13F-HR Timeline ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 23,039 $1.48M 0.7% -200 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. 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More: the full row for Fingerlakes Wealth Management, Inc. 21,256 $1.36M 0.9% +3,305 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 21,248 $1.36M 0.94% -120 13F-HR Timeline ROFFMAN MILLER ASSOCIATES INC /PA/ More: the full row for ROFFMAN MILLER ASSOCIATES INC /PA/ 21,250 $1.36M 0.08% -331 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 21,247 $1.36M 0.97% 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 21,205 $1.36M 0.02% -2,414 13F-HR Timeline IKE Capital, LLC More: the full row for IKE Capital, LLC 21,202 $1.36M 0.77% -825 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 21,201 $1.36M 0.06% +5,846 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. 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More: the full row for Rydar Equities, Inc. 20,632 $1.32M 1.02% +536 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 20,601 $1.32M 0.14% 0 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 20,591 $1.32M 0.4% +560 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 20,566 $1.32M 0.09% -415 13F-HR Timeline Group Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 20,542 $1.32M 0.37% +3,250 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 20,539 $1.32M 0.03% +42 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 20,486 $1.31M 0.33% +4,429 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 20,434 $1.31M 0.3% -3,419 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 20,409 $1.31M 0.17% +34 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 20,407 $1.31M 0.63% 0 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 20,368 $1.31M 0.17% 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 20,351 $1.3M 0.16% +8,410 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 20,312 $1.3M 0.06% +1,306 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 20,275 $1.3M 0.15% 0 13F-HR Timeline FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 20,268 $1.3M 0.4% -1,901 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 20,267 $1.3M 0.95% +647 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 20,215 $1.3M 0.29% +599 13F-HR Timeline Fee-Only Financial Planning, L.C. 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More: the full row for INTEGRATED CAPITAL MANAGEMENT, INC. 19,143 $1.23M 0.82% +280 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 19,133 $1.23M 0.09% -2,378 13F-HR/A Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 19,132 $1.23M 0.7% -476 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 19,097 $1.22M 0.12% +853 13F-HR Timeline GreatBanc Trust CO More: the full row for GreatBanc Trust CO 19,070 $1.22M 0.86% +1,745 13F-HR Timeline Fiscal Wisdom Wealth Management, LLC More: the full row for Fiscal Wisdom Wealth Management, LLC 19,024 $1.22M 1.17% +5,300 13F-HR Timeline Ketron Financial More: the full row for Ketron Financial 18,975 $1.22M 0.44% -60 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 18,878 $1.21M 0.14% 0 13F-HR Timeline AMG Asset Management Group, Inc. 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