PFG Investments, LLC More: the full row for PFG Investments, LLC 9,636 $2.83M 0.15% +916 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 9,465 $2.78M 0.92% -1,217 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 9,428 $2.77M 0.09% -5,143 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 9,407 $2.76M 0.07% +995 13F-HR Timeline Group PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 9,404 $2.76M 0.87% +34 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 9,401 $2.76M 0.82% -49 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 9,399 $2.76M 0.15% +1,155 13F-HR Timeline Group Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 9,397 $2.76M 1.24% -81 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 9,395 $2.76M 1.18% -170 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 9,370 $2.75M 0.81% 0 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 9,369 $2.75M 0.04% -53 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 9,367 $2.75M 0.19% -56 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 9,332 $2.74M 0.31% 0 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 9,324 $2.74M 0.96% -11 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 9,295 $2.72M 0.17% +1,240 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 9,264 $2.72M 1.23% +4,988 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 9,225 $2.72M 0.23% +940 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 9,254 $2.72M 0.03% -81 13F-HR Timeline Group AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 9,244 $2.72M 1.23% +9 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 9,100 $2.68M 0.71% 0 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 9,095 $2.67M 0.17% +136 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 9,088 $2.67M 0.25% +102 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 9,086 $2.67M 0.6% +1,247 13F-HR Timeline SHEPHERD KAPLAN KROCHUK, LLC in group SHEPHERD KAPLAN KROCHUK, LLC More: the full row for SHEPHERD KAPLAN KROCHUK, LLC 9,073 $2.67M 2.19% +1,096 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 9,037 $2.66M 0.08% +275 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 9,057 $2.66M 0.44% -37 13F-HR Timeline 21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 9,046 $2.66M 2.52% +214 13F-HR Timeline New Perspectives, Inc More: the full row for New Perspectives, Inc 9,026 $2.65M 1.19% +75 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 9,012 $2.65M 0.09% +4,218 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 8,996 $2.64M 0.18% -316 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 8,952 $2.63M 0.29% +388 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 8,920 $2.63M 1.2% 0 13F-HR Timeline MONEYWISE, INC. More: the full row for MONEYWISE, INC. 8,933 $2.62M 1.19% -224 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 8,922 $2.62M 0.11% -758 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 8,922 $2.62M <0.01% +194 13F-HR Timeline Group Washington Trust Bank More: the full row for Washington Trust Bank 8,921 $2.62M 0.19% -477 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 8,882 $2.61M 0.13% +10 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 8,870 $2.61M 0.37% 0 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 8,847 $2.6M 0.09% +6,578 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 8,833 $2.59M 0.11% 0 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 8,783 $2.58M 0.48% -250 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 8,724 $2.57M 0.5% +5 13F-HR Timeline POLEN CAPITAL MANAGEMENT LLC More: the full row for POLEN CAPITAL MANAGEMENT LLC 8,690 $2.55M 0.01% new 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 8,677 $2.55M 0.46% +669 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 8,661 $2.54M 0.43% +7,387 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 8,655 $2.54M 2.05% -206 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 8,650 $2.54M 0.17% +36 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 8,619 $2.53M 0.11% +247 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 8,609 $2.53M 3.38% -93 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 8,567 $2.52M 0.49% +83 13F-HR Timeline Covington Investment Advisors Inc. More: the full row for Covington Investment Advisors Inc. 8,531 $2.51M 0.33% +572 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 8,525 $2.5M 0.95% +29 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 8,509 $2.5M 0.09% -775 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 8,491 $2.49M 0.12% -5,046 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 8,425 $2.47M 1.22% -191 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 8,382 $2.47M 0.25% +305 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 8,471 $2.46M 0.42% +115 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 8,382 $2.46M 1.61% -83 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 8,361 $2.46M 1.19% +3,778 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 8,369 $2.46M 0.72% 0 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 8,343 $2.45M 1.42% -59 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 8,321 $2.44M 0.26% +244 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 8,293 $2.44M 0.05% +1,234 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 8,232 $2.42M 0.74% -60 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 8,210 $2.41M 0.12% +45 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 8,206 $2.41M 0.58% -22 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 8,184 $2.4M 0.47% -91 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 8,117 $2.38M 0.03% +3,908 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 8,050 $2.37M 0.06% -650 13F-HR Timeline Group AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 8,086 $2.37M 1.38% -56 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 8,058 $2.37M 1.24% +160 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 8,044 $2.36M 0.21% +115 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 8,008 $2.35M 0.48% -160 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 7,996 $2.35M 1.49% 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 7,980 $2.34M 0.21% +157 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 7,958 $2.34M 4.98% +206 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 8,087 $2.32M 0.16% 0 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 7,825 $2.3M 0.18% 0 13F-HR Timeline Group Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 7,781 $2.29M 0.36% +304 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 7,657 $2.26M 0.09% -30 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 7,642 $2.24M 0.66% +34 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 7,632 $2.24M 1.4% +251 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 7,618 $2.24M 0.66% -211 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 7,530 $2.21M 0.06% +231 13F-HR Timeline Group PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 7,527 $2.21M 0.5% +153 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 7,525 $2.21M 0.18% -4,698 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 7,484 $2.2M 0.12% -3 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 7,441 $2.19M 0.06% +329 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 7,419 $2.18M 0.43% +4,747 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 7,410 $2.18M 0.07% -38 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 7,406 $2.18M 1.51% +1,211 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 7,405 $2.18M 0.31% -1,646 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 7,398 $2.17M 0.13% -15 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 7,346 $2.16M 0.4% -185 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 7,282 $2.14M 0.39% -156 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 7,282 $2.14M 1.29% 0 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 7,275 $2.14M 0.27% +1,142 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 7,243 $2.13M 0.32% 0 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 7,231 $2.12M 2.02% -63 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 7,202 $2.12M 0.49% +5 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 7,195 $2.11M 0.02% +16 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 7,175 $2.11M 0.32% -7 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 7,191 $2.11M 1.97% -400 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 7,157 $2.1M 0.48% -2,095 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 7,131 $2.09M 0.17% -80 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 7,106 $2.09M 1.13% -113 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 7,076 $2.08M 0.07% +128 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 7,044 $2.08M 0.89% -40 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 7,034 $2.07M 1.13% +20 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 6,959 $2.05M 1.61% -233 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 6,983 $2.05M <0.01% -2,064 13F-HR Timeline Group Ironwood Financial, llc More: the full row for Ironwood Financial, llc 6,977 $2.05M 0.36% +104 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 6,967 $2.05M 0.24% new 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 6,927 $2.03M 0.76% +1,560 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 6,919 $2.03M 0.08% +3,439 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 6,889 $2.02M 0.55% -790 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 6,887 $2.02M 0.14% +12 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 6,878 $2.02M 0.12% +316 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 6,907 $2.02M 0.28% -11 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 6,863 $2.02M 0.75% -96 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 6,847 $2.01M 0.64% -271 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 6,806 $2.01M 0.58% -84 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 6,840 $2.01M 0.82% -1,011 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 6,759 $1.99M 0.49% -1,013 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 6,795 $1.99M 0.23% -1,681 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 6,781 $1.99M 0.32% -1,907 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 6,680 $1.96M 0.06% +1,210 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 6,670 $1.96M 0.61% -46 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 6,675 $1.96M 0.32% -2,980 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 6,657 $1.96M 0.34% -105 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 6,645 $1.95M 0.31% -652 13F-HR Timeline Midwestern Financial, LLC /IA More: the full row for Midwestern Financial, LLC /IA 6,641 $1.95M 1.67% +2,542 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 6,635 $1.95M 0.09% -5,137 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 6,607 $1.94M 0.05% -3,420 13F-HR/A Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 6,576 $1.93M 0.69% -49 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 6,535 $1.92M 0.31% -74 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 6,511 $1.91M 0.3% -309 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 6,501 $1.91M 0.88% -160 13F-HR Timeline OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 6,494 $1.91M 1.89% -156 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 6,467 $1.9M 0.67% +287 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 6,461 $1.9M 0.07% -73 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 6,454 $1.9M 0.97% +492 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 6,454 $1.9M 0.11% +261 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 7,511 $1.9M 0.66% -7,218 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 6,452 $1.9M 0.22% +86 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 6,451 $1.9M 1.29% +381 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 6,399 $1.88M 0.1% +38 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 6,364 $1.87M 0.03% +14 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 6,368 $1.87M 1.28% 0 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 6,366 $1.87M 1.25% +1,346 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 6,328 $1.87M 0.04% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 6,340 $1.86M 0.14% -2 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 6,323 $1.86M 0.53% +16 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 6,316 $1.86M 1.1% -20 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 6,316 $1.86M 0.43% -205 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 6,308 $1.85M 0.15% +3,580 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 6,306 $1.85M 0.35% +1,337 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 6,305 $1.85M 0.46% -219 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 6,302 $1.85M 0.78% +640 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 6,297 $1.85M 0.73% -168 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 6,278 $1.84M 1.29% +512 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 6,274 $1.84M 0.49% -225 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 6,269 $1.84M 0.73% -10 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 6,269 $1.84M 0.08% +1,032 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 6,252 $1.84M 0.26% +214 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 6,244 $1.83M 1% +194 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 6,235 $1.83M 0.13% +500 13F-HR/A Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 6,205 $1.83M 0.56% -1,922 13F-HR Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 6,216 $1.83M 0.03% +44 13F-HR Timeline Group Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 6,203 $1.82M 0.47% +63 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 6,177 $1.81M 0.82% -20 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 6,161 $1.81M 0.12% -40 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 6,148 $1.81M 0.02% 0 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 6,138 $1.8M 0.14% +155 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 6,093 $1.79M 0.22% -317 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 6,094 $1.79M 0.53% -188 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 6,067 $1.78M 0.15% -35 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 6,067 $1.78M 1.35% -47 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 6,039 $1.77M 0.12% -4 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 6,039 $1.77M 0.03% +989 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 6,038 $1.77M 0.59% 0 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 6,022 $1.77M 0.5% +100 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 5,998 $1.76M 0.9% -1,062 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 5,918 $1.74M 0.02% +77 13F-HR Timeline Group Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 5,851 $1.72M 0.25% -412 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 5,851 $1.72M 0.03% +354 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,830 $1.71M 0.06% +27 13F-HR Timeline Group Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 5,802 $1.7M 0.66% 0 13F-HR Timeline GWN SECURITIES INC. 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