Operose Advisors LLC More: the full row for Operose Advisors LLC 27,876 $2.33M 0.45% 0 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 27,619 $2.31M 0.53% -25 13F-HR Timeline SJBENEN ADVISORY, LLC More: the full row for SJBENEN ADVISORY, LLC 27,418 $2.29M 1.36% +3,926 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 27,260 $2.28M 0.85% 0 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 27,234 $2.28M 0.19% +2,185 13F-HR/A Timeline MOULTON WEALTH MANAGEMENT, INC More: the full row for MOULTON WEALTH MANAGEMENT, INC 27,356 $2.27M 1.49% +3,737 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 27,071 $2.27M 0.83% -117 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 26,953 $2.26M 0.23% +3,918 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 26,823 $2.25M 0.64% +849 13F-HR Timeline GTS FINANCIAL, LLC More: the full row for GTS FINANCIAL, LLC 33,297 $2.24M 1.63% +1,293 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 26,617 $2.23M 0.66% +90 13F-HR Timeline Harpswell Capital Advisors, LLC More: the full row for Harpswell Capital Advisors, LLC 26,600 $2.23M 1.43% +4,004 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 26,516 $2.22M 0.33% 0 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 26,381 $2.21M 0.34% +193 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 26,347 $2.21M 0.39% -2,405 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 26,260 $2.2M 0.04% -8,833 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 25,969 $2.17M 0.14% +1,458 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 25,778 $2.16M 0.33% -124 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 25,518 $2.16M 1.69% +1,439 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 25,725 $2.15M 0.25% -14,279 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 25,499 $2.14M 0.03% 0 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 25,443 $2.13M 0.03% -539 13F-HR Timeline GUARDSMAN PRIVATE CAPITAL MANAGEMENT, I… More: the full row for GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. 25,322 $2.12M 1.49% +282 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 25,217 $2.11M 0.32% -1,557 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 25,183 $2.11M 0.35% +13 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 25,680 $2.1M 0.2% +73 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 24,648 $2.06M 0.16% -4,066 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 24,687 $2.06M 0.08% -70 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 24,455 $2.05M 0.11% -6,827 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 24,436 $2.05M 0.06% +15,511 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 24,430 $2.05M 0.38% -435 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 24,372 $2.04M 0.15% +236 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 24,356 $2.04M 0.46% +1,601 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 24,238 $2.03M 0.53% 0 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 24,230 $2.03M 0.84% +2 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 24,027 $2.01M 0.19% -1,440 13F-HR Timeline SEMITAM BONAM LLC More: the full row for SEMITAM BONAM LLC 23,986 $2.01M 1.48% +250 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 23,899 $2M 0.03% +3 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 23,849 $2M 0.19% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 23,818 $1.99M 0.08% -180 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 23,780 $1.99M 0.06% -150 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 23,651 $1.98M 0.74% +1,298 13F-HR Timeline Frankly Finances, LLC More: the full row for Frankly Finances, LLC 23,448 $1.96M 1.55% +154 13F-HR/A Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 23,290 $1.95M 0.23% +3,115 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 23,178 $1.94M 0.12% -16,807 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 23,115 $1.94M 0.52% -254 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 22,988 $1.93M 0.86% +7,030 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 22,976 $1.92M 0.01% 0 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 22,900 $1.92M 0.13% -418 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 22,763 $1.91M 0.69% +481 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 22,647 $1.9M 0.52% -1,930 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 22,603 $1.89M 0.15% -8,830 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 22,507 $1.89M 0.19% -245 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 22,506 $1.88M 0.06% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 22,493 $1.88M 0.03% +150 13F-HR Timeline Group BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 22,415 $1.88M 0.1% +1,179 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 22,339 $1.87M 0.04% +20 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 22,300 $1.87M <0.01% new 13F-HR Timeline Group HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 22,292 $1.87M 0.4% +276 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 22,275 $1.87M 0.4% +6,617 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 22,264 $1.86M 0.11% new 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 22,050 $1.85M 0.9% +1,552 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 22,022 $1.84M 1.65% -1,261 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 24,423 $1.83M 0.07% +8,547 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 21,733 $1.82M 0.23% +346 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 21,599 $1.81M 0.05% +777 13F-HR Timeline Group Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 21,459 $1.8M 0.07% new 13F-HR Timeline Group HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 21,394 $1.79M 0.38% 0 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 21,224 $1.78M 1.26% -671 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 21,212 $1.78M 0.11% +1 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 21,160 $1.77M 0.04% -200 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 21,325 $1.77M 1.3% +629 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 21,501 $1.76M 0.04% +1,544 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 20,936 $1.75M 0.12% +13,355 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 20,888 $1.75M 0.23% -865 13F-HR Timeline Briggs Wealth Management, Inc More: the full row for Briggs Wealth Management, Inc 20,713 $1.73M 1.58% +8 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 20,680 $1.73M 1.22% +60 13F-HR Timeline WealthBridge Investment Counsel Inc. More: the full row for WealthBridge Investment Counsel Inc. 20,561 $1.72M 0.46% +775 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 20,551 $1.72M 0.03% -929 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 20,478 $1.72M 0.35% -14,974 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 20,439 $1.71M 0.14% 0 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 20,332 $1.7M 0.39% -507 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 20,076 $1.68M 0.06% -356 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 20,000 $1.68M 0.07% 0 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 19,994 $1.67M 1.28% -3 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 19,987 $1.67M 0.04% -1,182 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 19,909 $1.67M 0.01% -535 13F-HR Timeline Group City State Bank More: the full row for City State Bank 19,892 $1.67M 0.38% 0 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 19,868 $1.66M 0.05% 0 13F-HR/A Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 19,712 $1.65M 0.78% +124 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 19,628 $1.64M 0.28% -400 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 19,570 $1.64M 1.08% +5,000 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 19,570 $1.64M 0.1% 0 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 19,547 $1.64M 0.32% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 19,464 $1.63M 0.04% +764 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 19,400 $1.62M 0.13% +12,746 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 19,399 $1.62M 0.07% +3,166 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 19,278 $1.61M 0.1% -200 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 19,218 $1.61M 0.26% +205 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 18,703 $1.6M 1.31% -1,470 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 19,091 $1.6M 0.11% -654 13F-HR Timeline Group Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 19,090 $1.6M 0.58% -104 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 19,013 $1.59M 0.19% 0 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 18,942 $1.59M 0.16% -1,043 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 18,859 $1.58M 0.07% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 18,842 $1.58M 0.02% -632 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. First Interstate Bank More: the full row for First Interstate Bank 18,780 $1.57M 0.08% -1,032 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 20,926 $1.57M 0.27% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 18,599 $1.56M 0.09% 0 13F-HR Timeline Smith Partners Wealth Management, LLC More: the full row for Smith Partners Wealth Management, LLC 18,477 $1.55M 1.23% -3,578 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 20,562 $1.54M 0.02% 0 13F-HR Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 18,434 $1.54M 0.09% -637 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 18,151 $1.52M 0.15% +3 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 18,041 $1.51M 0.5% -1,324 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 18,031 $1.51M 0.05% -12 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 18,004 $1.51M -1,676 Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 17,851 $1.5M 0.43% new 13F-HR/A Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 17,774 $1.49M 0.86% -110 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 17,728 $1.48M 1.31% -1,253 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 17,710 $1.48M 0.05% -2,900 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 17,615 $1.48M 0.19% +2,557 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 17,595 $1.47M 0.28% -4,879 13F-HR/A Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 17,491 $1.46M 0.48% +14,649 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 17,489 $1.46M 0.06% +83 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 17,355 $1.45M 0.04% -576 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 17,095 $1.43M 0.18% +186 13F-HR Timeline 1492 Capital Management LLC More: the full row for 1492 Capital Management LLC 17,047 $1.43M 0.42% -1,915 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 16,963 $1.42M 0.02% +26 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 16,928 $1.42M 0.15% 0 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 16,911 $1.42M 0.06% -710 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 16,850 $1.41M 0.05% +388 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 16,735 $1.41M 0.04% +1,964 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 16,765 $1.4M 0.02% 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 16,758 $1.4M 0.05% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 16,683 $1.4M 0.12% 0 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 16,632 $1.39M 0.32% 0 13F-HR Timeline Capital International Investors in group Capital International Investo… More: the full row for Capital International Investors 16,716 $1.39M <0.01% +3,557 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 16,569 $1.39M 0.07% 0 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 16,481 $1.38M 0.09% +598 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 15,554 $1.38M 0.15% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 16,192 $1.36M 0.01% +8,628 13F-HR Timeline Investment Management Trust, LLC More: the full row for Investment Management Trust, LLC 16,056 $1.34M 1.21% -1,225 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 15,981 $1.34M 0.06% +5,270 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 15,840 $1.33M 0.14% +75 13F-HR Timeline Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 15,812 $1.32M 0.64% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 15,748 $1.32M 0.04% +265 13F-HR Timeline Brewster Financial Planning LLC More: the full row for Brewster Financial Planning LLC 15,731 $1.32M 0.72% -123 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 15,718 $1.32M 0.29% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 15,871 $1.31M 0.19% +922 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 15,681 $1.31M 0.29% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 15,680 $1.31M 0.53% +582 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 15,558 $1.3M 0.08% -35 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 15,395 $1.29M 0.63% +422 13F-HR Timeline CAUSEWAY CAPITAL MANAGEMENT LLC More: the full row for CAUSEWAY CAPITAL MANAGEMENT LLC 15,389 $1.29M 0.01% +9,198 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 15,383 $1.29M 0.04% -3,990 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 15,361 $1.29M 0.02% +195 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 15,284 $1.28M 0.05% +549 13F-HR Timeline Capstone Wealth Management, Inc. More: the full row for Capstone Wealth Management, Inc. 15,404 $1.28M 0.96% -523 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 15,220 $1.27M 0.15% 0 13F-HR Timeline Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 15,203 $1.27M 0.61% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 15,199 $1.27M 0.02% +471 13F-HR Timeline Group Snider Financial Group More: the full row for Snider Financial Group 15,166 $1.27M 0.32% -2,230 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 15,160 $1.27M 0.09% -240 13F-HR Timeline New Perspectives, Inc More: the full row for New Perspectives, Inc 15,155 $1.27M 0.39% -985 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 15,136 $1.27M 0.1% +4,540 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 15,113 $1.27M 0.95% 0 13F-HR Timeline ArborFi Advisors, LLC More: the full row for ArborFi Advisors, LLC 15,078 $1.26M 0.92% +125 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 15,061 $1.26M 0.2% 0 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 15,027 $1.26M 0.13% +5 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 14,858 $1.26M 0.75% 0 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 15,001 $1.26M 0.22% -302 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 15,000 $1.26M <0.01% -1,678 13F-HR Timeline Englebert Financial Advisers, LLC More: the full row for Englebert Financial Advisers, LLC 14,979 $1.25M 1.24% -574 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 14,845 $1.24M 0.61% -689 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 14,821 $1.24M 0.3% 0 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 14,776 $1.24M 0.06% -2,067 13F-HR Timeline Group Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 14,490 $1.21M 0.25% -179 13F-HR Timeline Cascade Investment Advisors, Inc. More: the full row for Cascade Investment Advisors, Inc. 14,469 $1.21M 0.66% +952 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 14,432 $1.21M 0.14% +2,979 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 14,405 $1.21M 0.14% -877 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 14,392 $1.21M 0.05% -643 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 14,275 $1.2M 0.19% -60 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 14,263 $1.19M 0.04% -2 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 14,255 $1.19M 0.12% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. 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