Embree Financial Group More: the full row for Embree Financial Group 30,518 $1.79M 0.3% -9,893 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 30,359 $1.78M 0.05% +8,667 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 30,047 $1.76M 0.99% -689 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 29,497 $1.73M 0.06% +557 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 29,409 $1.73M 0.4% +922 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 29,260 $1.72M 0.05% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 29,176 $1.71M 0.05% -26,908 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 28,945 $1.7M 0.06% -346,478 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 28,845 $1.69M 0.18% -12,104 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 28,660 $1.68M 0.33% -1,145 13F-HR Timeline ArborFi Advisors, LLC More: the full row for ArborFi Advisors, LLC 28,473 $1.67M 1.66% +214 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 28,327 $1.66M 0.09% +1,802 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 28,313 $1.66M 0.28% +11,329 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 28,289 $1.66M 0.08% -4,249 13F-HR Timeline Group Security Financial Services, INC. More: the full row for Security Financial Services, INC. 28,276 $1.66M 0.33% +1,135 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 28,205 $1.66M 0.01% -10,979 13F-HR Timeline Group SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 28,125 $1.65M 0.41% 0 13F-HR Timeline Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 27,992 $1.64M 0.48% -17,359 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 27,859 $1.64M 1.01% -7,866 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 27,836 $1.63M <0.01% -937 13F-HR Timeline Group CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 27,818 $1.63M 0.16% -27,614 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 27,659 $1.62M 0.04% +5,238 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 27,425 $1.61M +15,998 Timeline Advanced Asset Management Advisors Inc More: the full row for Advanced Asset Management Advisors Inc 27,019 $1.59M 0.44% +1,216 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 26,961 $1.58M 1.64% +11,029 13F-HR Timeline MARSHFIELD ASSOCIATES More: the full row for MARSHFIELD ASSOCIATES 26,867 $1.58M 0.03% 0 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 26,228 $1.54M <0.01% +8,460 13F-HR Timeline Group ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 26,185 $1.54M 0.46% -122,395 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 26,012 $1.53M 0.42% +66 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 25,763 $1.51M 0.03% new 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 25,365 $1.49M 0.16% 0 13F-HR Timeline Group VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 25,227 $1.48M 1.1% +4,118 13F-HR Timeline Barton Investment Management More: the full row for Barton Investment Management 24,919 $1.46M 0.18% new 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 24,841 $1.46M 0.84% -8,258 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 24,750 $1.45M 0.35% 0 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 24,640 $1.45M 2.08% +1,761 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 24,534 $1.44M 0.04% +8,091 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 24,498 $1.44M 0.05% +15,240 13F-HR Timeline Benchmark Wealth Management, LLC More: the full row for Benchmark Wealth Management, LLC 24,427 $1.43M 0.69% +6,481 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 24,354 $1.43M <0.01% +9,070 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 24,151 $1.42M 0.07% -12,029 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 23,990 $1.41M 0.1% +197 13F-HR Timeline Group MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 23,919 $1.4M 0.67% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 23,889 $1.4M 0.09% +1,753 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 23,794 $1.4M 0.3% -3,487 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 23,758 $1.39M 0.09% -1,921 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 23,723 $1.39M 0.12% +9,058 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 23,304 $1.37M <0.01% -3,890 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 23,263 $1.37M 0.32% +156 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 23,140 $1.36M 0.03% +363 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 22,922 $1.35M 1.44% -2,869 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 22,911 $1.34M 0.03% -5,992 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 22,612 $1.33M 0.11% +6 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 22,615 $1.33M -166 Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 22,295 $1.31M 0.87% new 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 22,287 $1.31M 0.55% -20,680 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 22,261 $1.31M 0.26% -5,331 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 22,177 $1.3M 0.68% +112 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 22,039 $1.29M 0.37% new 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 22,127 $1.29M 0.4% 0 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 21,780 $1.28M 0.02% -688,098 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 21,650 $1.27M 0.01% +1,300 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 21,505 $1.26M 0.31% +11,276 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 21,411 $1.26M 0.1% -267 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 21,000 $1.23M 0.2% +2,447 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 20,396 $1.2M 1.01% +1,316 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 20,170 $1.18M 0.02% -91,709 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 20,169 $1.18M 0.33% +62 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 20,000 $1.17M 0.95% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 20,093 $1.17M 0.09% 0 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 19,714 $1.16M 0.51% -4,130 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 19,559 $1.15M 0.03% +5,388 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 19,546 $1.15M 0.01% -3,995 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 19,410 $1.14M 1.07% +28 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 19,364 $1.14M 0.24% +10,007 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 19,353 $1.14M 0.33% 0 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 19,175 $1.13M 0.3% 0 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 19,054 $1.12M 0.01% +4,084 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 18,793 $1.1M 0.9% +2,579 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 18,765 $1.1M 0.15% -2,728 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. 18,705 $1.1M 0.02% -1,228 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 18,632 $1.09M 0.01% +264 13F-HR/A Timeline Group Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 18,579 $1.09M 0.15% -33,226 13F-HR/A Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 18,290 $1.07M 0.05% -14,381 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 17,916 $1.05M 0.39% -143 13F-HR Timeline Group SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 17,866 $1.05M 0.01% +3,596 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 17,805 $1.04M 0.08% +433 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 17,796 $1.04M 0.01% +6,392 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 17,686 $1.04M 0.05% +4,224 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 17,582 $1.03M 0.2% -306 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 17,322 $1.02M 1.19% -14,969 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 17,307 $1.02M 0.62% +322 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 17,255 $1.01M 0.01% -17,245 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 17,132 $1.01M 0.1% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 16,872 $990K 0.01% -2,574 13F-HR Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 16,780 $988K +2,248 Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 16,805 $986K 0.03% -567 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 16,615 $975K 0.11% 0 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 16,610 $975K 0.66% +6,501 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 16,552 $971K 0.05% -4,741 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 16,223 $952K 0.13% -64 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 16,164 $949K 0.18% 0 13F-HR/A Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 16,077 $944K 0.03% +810 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 16,028 $941K 0.07% +4,686 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 15,989 $938K 0.53% +253 13F-HR Timeline Addis & Hill, Inc More: the full row for Addis & Hill, Inc 15,964 $937K 0.65% new 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 15,864 $931K 0.04% -1,030 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 15,714 $922K 0.03% +978 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 15,592 $915K 0.07% -154 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 15,394 $903K 0.17% -1,746 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 15,299 $898K 0.14% -1,705 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 15,295 $898K 0.2% +271 13F-HR/A Timeline eCIO, Inc. More: the full row for eCIO, Inc. 15,261 $896K 0.3% 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 15,152 $889K 0.01% new 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 15,000 $880K 0.32% 0 13F-HR Timeline Vista Cima Wealth Management LLC More: the full row for Vista Cima Wealth Management LLC 14,977 $879K 0.95% +1,395 13F-HR/A Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 14,860 $872K 0.21% +4,468 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 14,803 $869K 0.01% -10,933 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 14,622 $858K 0.35% -5,094 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 14,606 $858K 0.11% -6,239 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 14,449 $848K 0.14% -8,328 13F-HR Timeline Defender Capital, LLC. More: the full row for Defender Capital, LLC. 14,500 $848K 0.33% +10,000 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 14,428 $847K 0.03% -199,818 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 14,337 $841K 0.55% +1,144 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 14,280 $838K 0.06% -673 13F-HR Timeline Roth Financial Partners LLC More: the full row for Roth Financial Partners LLC 14,256 $837K 0.33% +1,330 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 14,204 $834K 0.07% new 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 14,159 $831K 0.11% +94 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 13,976 $820K 0.83% +3,191 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 13,847 $813K <0.01% +12,004 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 13,837 $812K 0.01% +2,026 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 13,833 $812K 0.02% +143 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 13,780 $809K <0.01% new 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 13,635 $800K 0.09% +16 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 13,620 $799K 0.39% -567 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 13,532 $794K 0.39% -14 13F-HR Timeline AEGON USA Investment Management, LLC More: the full row for AEGON USA Investment Management, LLC 13,500 $792K 0.63% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 13,333 $782K 0.08% +2,516 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 13,315 $781K 0.02% -3,100 13F-HR Timeline Group DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 13,244 $777K 0.74% -21,174 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 13,141 $771K +2,793 Timeline Siligmueller & Norvid Wealth Advisors L… More: the full row for Siligmueller & Norvid Wealth Advisors LLC 13,121 $770K 0.33% -120 13F-HR Timeline Heritage Wealth Partners, LLC More: the full row for Heritage Wealth Partners, LLC 12,932 $759K 1.16% -185 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 12,995 $757K 0.07% +2,628 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 12,899 $757K 0.01% 0 13F-HR/A Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 12,653 $743K 0.02% 0 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 12,466 $732K 0.1% +658 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 12,459 $731K 0.4% -85 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 12,434 $730K 0.23% -499 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 12,419 $729K 0.02% +20 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 12,398 $728K 0.05% -29,426 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 12,356 $725K 0.01% -4,549 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 12,251 $719K 0.43% +3,777 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 12,226 $718K <0.01% -20,761 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 12,078 $709K 0.01% new 13F-HR Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 12,073 $709K 0.29% -2,284 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 12,055 $708K 0.2% -897 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 12,040 $707K 0.08% +81 13F-HR/A Timeline Group Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 12,033 $705K 0.68% +536 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 11,938 $701K 0.52% -109 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 11,774 $691K 0.12% -16,873 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 11,720 $688K 0.05% +6,477 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 11,676 $685K 0.04% -79,302 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 11,543 $677K 0.36% +103 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 11,508 $675K 0.07% +143 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 11,439 $671K 0.24% -2,667 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 11,437 $671K 0.11% -140 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 11,379 $668K 0.01% -1,104 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 11,319 $664K 0.06% -726 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 11,278 $662K 0.21% +196 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 11,262 $661K 0.25% +55 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 11,258 $661K 0.1% +2,518 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 11,215 $658K 0.03% +87 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 11,131 $653K 0.45% +51 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 11,046 $648K 0.03% +2,406 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 11,041 $648K 0.37% new 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 10,984 $645K 0.02% new 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 10,942 $642K 0.05% +4,491 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 10,934 $642K 0.05% -32 13F-HR Timeline Group Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 10,928 $641K 0.16% -2,111 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 10,900 $640K 0.42% +1,700 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 10,889 $639K 0.42% +6,495 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 10,850 $637K 0.4% -774 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 10,826 $635K 0.25% +7,127 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 10,717 $629K 0.07% +4,307 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 10,566 $620K 0.52% -3,123 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 10,512 $617K <0.01% new 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 10,469 $614K 0.19% +5,302 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 10,300 $604K 0.09% new 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 10,270 $603K <0.01% +901 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 10,255 $602K 0.01% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 10,048 $590K 0.07% +1,752 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 10,000 $587K 0.09% new 13F-HR Timeline Group R. 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