MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 3,206 $829K 0.6% 0 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 3,205 $829K 0.09% -195 13F-HR Timeline Guardian Financial Partners, LLC More: the full row for Guardian Financial Partners, LLC 3,201 $828K 0.4% new 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 3,199 $827K 0.7% +14 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 3,198 $827K 0.6% +14 13F-HR Timeline Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 3,197 $827K 1.71% +362 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 3,179 $822K 0.26% +1,686 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 3,178 $822K 0.2% -2,845 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 3,174 $821K 0.23% +548 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 3,165 $819K 0.08% +256 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 3,158 $818K 0.14% -59 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 3,161 $817K 0.41% -1,325 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 3,145 $813K 0.03% +353 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 3,142 $813K 0.3% new 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 3,118 $806K 0.02% -985 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 3,100 $802K 0.13% -218 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 3,091 $799K 0.07% +121 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 3,081 $797K 0.34% +1 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 3,077 $796K 0.3% 0 13F-HR Timeline Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 3,076 $796K 0.62% -34,147 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 3,069 $794K 0.28% +64 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 3,067 $793K 0.03% -6,943 13F-HR Timeline Keeley-Teton Advisors, LLC More: the full row for Keeley-Teton Advisors, LLC 3,054 $790K 0.1% 0 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 3,049 $789K <0.01% -11 13F-HR Timeline Group Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 3,033 $784K 0.18% -71 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 3,025 $782K 0.06% -207 13F-HR Timeline KIECKHEFER GROUP LLC More: the full row for KIECKHEFER GROUP LLC 3,021 $781K 0.57% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 3,013 $779K 0.76% -1,411 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 3,009 $778K 0.68% +322 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 3,009 $778K 0.15% +404 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,006 $777K 0.01% -182 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 3,005 $777K 0.05% +840 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 2,998 $775K 0.07% -65 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 2,998 $775K 0.23% 0 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 2,973 $769K 0.44% +69 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 2,969 $768K 0.08% +137 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 2,963 $766K 0.42% +528 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,962 $766K 0.01% -157 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 2,944 $761K 0.46% +190 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,935 $759K 0.03% +182 13F-HR/A Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 2,934 $759K 0.16% +64 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 2,933 $759K 0.29% -54 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,931 $758K 0.03% -554 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 2,930 $758K +1,558 Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 2,927 $757K 0.39% -119 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 2,914 $754K 0.57% +39 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 2,908 $752K 0.05% +10 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 2,907 $752K 0.33% -35 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 2,888 $747K 0.11% +19 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 2,876 $744K 0.05% +328 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 2,870 $742K 0.51% +13 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. 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More: the full row for FAS Wealth Partners, Inc. 2,823 $730K 0.06% +10 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 2,822 $730K 0.14% 0 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2,800 $724K 0.01% +1,000 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 2,794 $723K 0.1% +50 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 2,784 $720K 0.08% -28 13F-HR Timeline Private Wealth Group, LLC More: the full row for Private Wealth Group, LLC 2,778 $718K 0.42% 0 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 2,777 $718K 0.19% +486 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 2,774 $717K 0.15% +188 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 3,086 $717K 0.14% -85 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 2,752 $712K 0.18% -93 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 2,750 $711K 0.03% -14 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 2,750 $711K 0.23% -800 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 670 $711K 0.11% -6,542 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 2,747 $710K 0.13% +641 13F-HR Timeline Clarity Capital Partners LLC More: the full row for Clarity Capital Partners LLC 2,746 $710K 0.29% +111 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 2,745 $710K 0.22% +64 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 2,742 $709K 0.05% -183 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 2,739 $708K 0.33% +280 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 2,731 $706K 0.1% +13 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 2,731 $706K 0.04% -133 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 2,729 $706K 0.47% -7 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,722 $704K 0.17% +1,303 13F-HR Timeline Keystone Financial Services, LLC More: the full row for Keystone Financial Services, LLC 2,721 $704K 0.6% +1,222 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 2,720 $704K 0.86% +3 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 2,711 $701K 0.38% -1,768 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 2,709 $701K 0.3% +2 13F-HR Timeline Grant/GrossMendelsohn, LLC More: the full row for Grant/GrossMendelsohn, LLC 2,744 $699K 0.39% -275 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 2,696 $697K 0.05% 0 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 2,693 $696K 0.32% +608 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 2,684 $694K 0.12% -9,786 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 2,682 $694K 0.15% -17 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 2,680 $693K <0.01% -1,078 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 2,679 $693K 0.1% +20 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 2,668 $690K 0.53% +310 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 2,658 $687K 0.39% +89 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 2,653 $686K 0.29% +135 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,631 $680K 0.22% -978 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 2,630 $680K 0.07% +65 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 2,623 $678K new Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 2,628 $676K 0.47% -22 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 2,611 $675K 0.35% -243 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 2,605 $674K 0.1% +170 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 2,601 $673K 0.12% +3 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 2,600 $672K 0.35% -317 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 2,730 $672K 0.16% +473 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 2,594 $671K 0.01% +126 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 2,536 $670K 0.43% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 2,588 $669K 0.46% +182 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 2,583 $668K 0.37% -189 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 2,718 $668K 0.09% +157 13F-HR Timeline Bakala Capital LLC More: the full row for Bakala Capital LLC 2,582 $668K 3.83% +216 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 2,581 $668K 0.04% +31 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 2,580 $667K 0.16% +40 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 2,576 $666K 0.32% 0 13F-HR Timeline Willis Investment Counsel More: the full row for Willis Investment Counsel 2,567 $664K 0.04% 0 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 2,563 $663K 0.31% new 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,562 $663K 0.07% 0 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 2,561 $662K 0.23% +650 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 2,559 $662K 0.04% +40 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 2,557 $661K 0.25% 0 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 2,541 $657K 0.08% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 2,535 $656K 0.13% +225 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 2,519 $651K 0.6% +180 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 2,511 $649K -2,382 Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 2,510 $649K 0.05% -126 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 2,508 $649K 0.06% -25 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 2,502 $647K 0.01% -449 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 2,515 $647K 0.03% 0 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 2,617 $643K 0.39% +200 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 2,480 $641K 0.05% 0 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 2,675 $641K 0.14% +1,378 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 2,476 $640K 0.02% +26 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,475 $640K 0.07% -92 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 2,456 $635K 0.15% 0 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 2,453 $634K 0.05% 0 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 2,452 $634K 0.42% 0 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 2,445 $632K 0.54% 0 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 2,424 $627K 0.38% +11 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 2,419 $626K 0.27% +3 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 2,415 $625K 0.35% +654 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 2,413 $624K <0.01% -27,400 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 2,412 $624K 0.27% -105 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 2,434 $623K 0.5% 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 2,404 $622K 0.17% -60 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 2,403 $621K 0.19% -241 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 2,393 $619K 0.11% +97 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 2,538 $618K 0.27% -250 13F-HR Timeline FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 2,390 $618K 0.07% -525 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,379 $615K 0.09% +63 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,377 $615K 0.07% +529 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 2,376 $614K 0.38% +992 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 2,369 $613K 0.29% -145 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 2,364 $611K 0.18% +6 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,349 $607K 0.02% -257 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 2,337 $605K 0.31% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,335 $604K 0.01% +126 13F-HR Timeline Group WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 2,317 $599K 0.52% -124 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 2,315 $599K 0.46% -5 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 2,303 $596K 0.01% 0 13F-HR Timeline Fort Vancouver Investment Management, L… More: the full row for Fort Vancouver Investment Management, LLC 2,303 $596K 0.46% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,299 $595K 0.02% -80,621 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 2,293 $593K 0.37% -9 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 2,291 $593K 0.06% +945 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 2,285 $591K 0.31% +135 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 2,285 $591K 0.12% +1,132 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 2,282 $590K 0.38% -476 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 2,278 $589K 0.21% -162 13F-HR Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 2,198 $583K 0.13% +242 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 2,248 $581K 0.06% new 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 2,243 $580K 0.02% +1,095 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 2,225 $575K 0.46% 0 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 2,219 $574K 0.08% +185 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 2,321 $573K 0.12% -7 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 2,215 $573K 0.43% +10 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 2,200 $569K 0.32% +136 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 2,197 $568K 0.05% -752 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 2,188 $566K 0.16% 0 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 2,188 $566K 0.27% +783 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 2,187 $566K 0.32% 0 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 2,180 $564K 0.06% +35 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 2,175 $562K 0.42% -204 13F-HR Timeline KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 2,168 $561K 0.37% 0 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 2,160 $559K 0.01% +445 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 2,158 $558K 0.2% +9 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 2,157 $558K 0.05% +221 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 2,156 $558K 0.03% -995 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 2,147 $555K 0.16% -128 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 2,142 $554K 0.13% +2 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 2,127 $550K 0.02% -23 13F-HR Timeline Group Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 2,124 $549K 0.06% +1 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 2,121 $548K 0.27% 0 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 2,118 $548K 0.45% +282 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 2,116 $547K 0.09% +470 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 2,110 $546K 0.39% 0 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 2,105 $544K 0.35% new 13F-HR/A Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 2,102 $544K 0.19% +889 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 2,101 $543K 0.48% +84 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 2,093 $541K 0.04% +948 13F-HR Timeline MAS Advisors LLC More: the full row for MAS Advisors LLC 2,086 $540K 0.83% -527 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 2,087 $539K 0.15% -2,069 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 2,081 $538K 0.49% -33 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 2,081 $538K 0.64% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,080 $538K 0.02% -69 13F-HR Timeline