Truepoint, Inc. More: the full row for Truepoint, Inc. 7,050 $770K 0.02% -1,713 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 7,044 $769K 0.06% +9 13F-HR/A Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 7,009 $765K 0.49% +809 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 6,970 $761K 0.16% -431 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 6,908 $754K 0.08% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 6,863 $749K <0.01% -2,267 13F-HR/A Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 6,855 $749K 0.15% -1,982 13F-HR Timeline Group RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 6,764 $739K 0.74% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 6,698 $731K 0.02% -6,822 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 6,639 $725K 0.03% 0 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 6,631 $724K <0.01% -122 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 6,563 $717K <0.01% -1,461 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 6,379 $697K 0.02% -1,039 13F-HR Timeline Benchmark Wealth Management, LLC More: the full row for Benchmark Wealth Management, LLC 6,375 $696K 0.31% +68 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 6,360 $695K 0.15% -700 13F-HR Timeline EQ LLC More: the full row for EQ LLC 6,351 $694K 0.27% -129 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 6,322 $690K 0.04% +2,433 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 6,250 $682K 0.33% 0 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 6,206 $678K <0.01% +153 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 6,154 $672K 0.23% +8 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 6,018 $657K 0.02% +300 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 5,980 $653K 0.05% new 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 5,765 $630K 0.02% -206 13F-HR Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 5,758 $630K 0.07% -481 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 5,741 $627K 0.01% +71 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 5,717 $624K 0.05% -1,169 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 5,677 $620K 0.19% +1,196 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 5,641 $616K <0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 5,592 $611K 0.02% +4,083 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 5,564 $608K 0.1% new 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 5,534 $604K <0.01% +594 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 5,510 $596K 0.27% new 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 5,424 $592K 0.01% 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 5,352 $584K 0.23% +4 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 5,340 $583K 0.05% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 5,326 $582K 0.04% -182 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 5,324 $581K 0.01% -307 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 5,237 $572K 0.27% -129 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 5,235 $572K 0.05% +1 13F-HR Timeline Solutions 4 Wealth, Ltd More: the full row for Solutions 4 Wealth, Ltd 5,197 $568K 0.95% +70 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 5,183 $566K 0.01% +1,234 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 5,134 $561K 0.1% -2,821 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 4,946 $560K 0.08% -638 13F-HR Timeline SCOTIA CAPITAL INC. 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More: the full row for TRUST POINT INC. 4,748 $518K 0.05% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4,752 $518K 0.04% +3,452 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 4,734 $517K 0.42% +4,688 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 4,589 $513K 0.09% -1,386 13F-HR/A Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 4,660 $509K 0.02% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 4,660 $509K 0.03% 0 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 4,640 $507K 0.12% 0 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 4,630 $506K <0.01% new 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 4,607 $503K 0.01% +2,130 13F-HR Timeline CENTAURUS FINANCIAL, INC. 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More: the full row for CIBC Private Wealth Group LLC 4,451 $486K <0.01% 0 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 4,438 $485K 0.02% +1,164 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 4,380 $478K 0.09% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 4,637 $477K 0.03% 0 13F-HR Timeline United Capital Management of KS, Inc. More: the full row for United Capital Management of KS, Inc. 4,360 $476K 0.07% 0 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 4,353 $475K 0.15% 0 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 4,349 $475K <0.01% new 13F-HR Timeline Group Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 4,321 $472K 0.02% 0 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 4,300 $470K <0.01% new 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 4,296 $469K 0.02% 0 13F-HR Timeline Group United Community Bank in group United Community Bank More: the full row for United Community Bank 4,277 $467K 0.16% +620 13F-HR Timeline Group CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 4,240 $463K 0.07% +150 13F-HR Timeline OLYMPUS WEALTH MANAGEMENT, LLC More: the full row for OLYMPUS WEALTH MANAGEMENT, LLC 4,227 $462K 0.16% new 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 4,209 $460K 0.05% 0 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 4,199 $459K 0.1% new 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 4,095 $447K 0.26% +955 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 4,086 $446K 0.36% +1 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 4,057 $443K 0.06% +480 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 4,048 $442K 0.06% +3,272 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 4,022 $439K 0.02% -5,948 13F-HR Timeline Group TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 3,965 $433K 0.35% +611 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 3,950 $431K <0.01% 0 13F-HR Timeline Elite Life Management LLC More: the full row for Elite Life Management LLC 3,897 $426K 1.1% -217 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 3,897 $426K 0.16% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 3,889 $425K 0.01% -2,760 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 3,877 $423K 0.02% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 3,863 $422K 0.11% 0 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 3,819 $417K 0.11% 0 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 3,806 $416K 0.16% -951 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 3,800 $415K 0.15% 0 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 3,791 $414K 0.02% -10,824 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 3,723 $407K 0.12% 0 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 3,689 $403K 0.01% 0 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 3,677 $402K 0.13% -2,703 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 3,660 $400K 0.13% +1 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 3,659 $400K 0.18% +2 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 3,644 $398K 0.27% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,641 $398K <0.01% 0 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 3,625 $396K <0.01% +327 13F-HR Timeline Group Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 3,591 $392K 0.13% +476 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,587 $392K 0.01% -720 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,554 $388K 0.01% +881 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,537 $386K <0.01% +896 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 3,531 $386K 0.02% -413 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 3,521 $384K 0.01% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,509 $383K 0.01% new 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 3,489 $381K 0.1% -497 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 3,442 $376K <0.01% 0 13F-HR Timeline Group Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 3,400 $371K 0.34% 0 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 3,385 $370K 0.06% 0 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 3,325 $363K 0.12% +4 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 3,298 $360K 0.29% 0 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 3,292 $359K <0.01% -28 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 3,249 $355K 0.04% +12 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 3,233 $353K 0.18% +3 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 3,191 $348K 0.01% -110 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 3,180 $347K 0.12% +303 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 3,168 $346K 0.01% new 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 3,123 $341K 0.06% +2 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 3,119 $341K 0.1% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 3,093 $338K 0.01% +153 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 3,027 $331K 0.05% +322 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 3,025 $330K 0.2% +452 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 2,951 $322K 0.04% 0 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 2,820 $320K 0.11% new 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 2,924 $319K 0.06% +39 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 2,924 $319K 0.23% -292 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 2,813 $319K 0.06% new 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 2,877 $314K 0.02% -283 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 2,861 $312K 0.31% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,853 $312K 0.01% 0 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 2,819 $308K 0.32% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2,814 $307K 0.09% +54 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 2,794 $305K 0.41% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,767 $302K 0.01% -1,867 13F-HR/A Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,763 $302K 0.02% -221 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,751 $300K 0.01% +1,031 13F-HR Timeline Group Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 2,745 $300K 0.14% +1 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 2,744 $300K 0.17% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 2,621 $298K <0.01% +155 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 2,725 $298K <0.01% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,696 $294K 0.01% new 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 2,691 $294K 0.07% 0 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 2,630 $287K 0.22% new 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 2,630 $287K 0.22% +3 13F-HR Timeline Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 2,609 $285K 0.19% -3,514 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 2,581 $282K 0.05% -55 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 2,564 $280K 0.01% new 13F-HR Timeline Group Financial Freedom, LLC More: the full row for Financial Freedom, LLC 2,540 $277K 0.15% +2 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,527 $276K 0.1% -561 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 2,516 $275K <0.01% 0 13F-HR Timeline James Reed Financial Services, Inc. More: the full row for James Reed Financial Services, Inc. 2,500 $273K 0.25% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 2,489 $272K <0.01% +287 13F-HR Timeline Group Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 2,483 $271K 0.18% -257 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 2,478 $271K 0.02% new 13F-HR Timeline Group Avant Capital LLC More: the full row for Avant Capital LLC 2,472 $270K 0.21% +3 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 2,462 $269K 0.02% new 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,444 $267K 0.01% new 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 2,412 $263K 0.07% 0 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 2,409 $263K 0.1% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 2,404 $263K 0.02% new 13F-HR Timeline Group Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 2,392 $261K 0.06% -1,364 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 2,365 $258K 0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,363 $258K 0.01% -17,417 13F-HR Timeline Group Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 2,356 $257K 0.29% 0 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 2,340 $256K 0.08% new 13F-HR Timeline MYCIO WEALTH PARTNERS, LLC More: the full row for MYCIO WEALTH PARTNERS, LLC 2,332 $255K 0.06% 0 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 2,322 $254K 0.01% +3 13F-HR Timeline Group Sicart Associates LLC More: the full row for Sicart Associates LLC 2,313 $253K 0.09% 0 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 2,312 $252K 0.01% 0 13F-HR Timeline Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 2,300 $251K 0.1% 0 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 2,293 $250K 0.19% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2,292 $250K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,288 $250K 0.02% +2 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 2,286 $250K 0.04% 0 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 2,285 $250K 0.05% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 2,281 $249K 0.03% +171 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 2,274 $248K 0.08% new 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 2,247 $245K 0.14% new 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 2,217 $242K 0.11% new 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 2,194 $240K 0.04% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,191 $239K <0.01% 0 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 2,156 $235K 0.07% new 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,108 $230K 0.03% new 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 2,101 $229K 0.04% new 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 2,100 $229K 0.02% new 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 2,081 $227K 0.06% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 2,052 $224K <0.01% new 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 2,050 $224K 0.12% -950 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 2,048 $224K 0.18% -490 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 2,032 $222K 0.01% new 13F-HR Timeline