Bank of Marin More: the full row for Bank of Marin 5,624 $3.86M 2.69% +94 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 5,601 $3.85M 0.14% +267 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 5,591 $3.84M 0.19% -71 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 5,576 $3.83M 1.51% -11 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 5,562 $3.82M 0.92% +63 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 5,562 $3.82M 0.07% +526 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 5,539 $3.8M 2.21% +30 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 5,535 $3.8M 0.93% +961 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 5,522 $3.79M 1.02% -141 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 5,521 $3.79M 0.89% -324 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 5,489 $3.77M 3.66% +88 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 5,489 $3.77M 0.65% new 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 5,488 $3.77M 0.91% -91 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 5,487 $3.77M 0.34% +196 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 5,473 $3.76M 0.77% +4,016 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 5,472 $3.76M 0.05% +152 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 5,452 $3.74M 0.75% +240 13F-HR Timeline Robinhood Asset Management, LLC More: the full row for Robinhood Asset Management, LLC 5,436 $3.73M 0.2% +1,169 13F-HR Timeline Latko Wealth Management, Ltd. More: the full row for Latko Wealth Management, Ltd. 5,430 $3.73M 1.58% +91 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 5,421 $3.72M 1.4% -290 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 5,406 $3.71M 0.49% -415 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 5,388 $3.7M 0.14% -185 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 5,387 $3.7M 0.9% -1 13F-HR Timeline Bridgelight Financial Advisors, Inc. More: the full row for Bridgelight Financial Advisors, Inc. 5,385 $3.7M 2.53% -646 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 5,385 $3.7M 2.43% -312 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 5,379 $3.69M 0.16% +199 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 5,358 $3.68M 0.3% +1,023 13F-HR Timeline Reality Financial Planning Services, LLC More: the full row for Reality Financial Planning Services, LLC 5,351 $3.68M 3.55% +6 13F-HR Timeline Walleye Trading LLC in group Walleye Capital LLC More: the full row for Walleye Trading LLC 5,350 $3.67M 0.05% +3,372 13F-HR Timeline Group McAdam, LLC More: the full row for McAdam, LLC 5,348 $3.67M 0.14% -3,278 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 5,339 $3.67M 2.24% +29 13F-HR Timeline Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 5,330 $3.66M 2.16% +558 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 5,328 $3.66M 1.38% -39 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 5,327 $3.66M 3.07% -2,112 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 5,323 $3.66M 0.04% -119 13F-HR Timeline Group Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 5,321 $3.65M 0.36% -785 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 5,315 $3.65M 0.14% +189 13F-HR Timeline Redwood Family Wealth LLC More: the full row for Redwood Family Wealth LLC 5,305 $3.64M 3.23% -5 13F-HR Timeline Lee, Kelleher & Klein Wealth Management More: the full row for Lee, Kelleher & Klein Wealth Management 5,296 $3.64M 1.9% -68 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 5,277 $3.62M 0.77% +501 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 5,264 $3.62M 0.52% -200 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 5,257 $3.61M 1.02% +3 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 5,255 $3.61M 20.82% 0 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 5,255 $3.61M 0.75% -15 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 5,253 $3.61M 0.05% -89 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 5,252 $3.61M 1.1% +1,983 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 5,245 $3.6M 0.22% +2,002 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 5,239 $3.6M 0.4% -238 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 5,235 $3.6M 1.33% -193 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 5,216 $3.58M 0.68% +568 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 5,215 $3.58M 2.01% +258 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 5,194 $3.57M 0.37% -438 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 5,160 $3.57M 0.19% +2,063 13F-HR Timeline Prosperity Advisers, LLC More: the full row for Prosperity Advisers, LLC 5,177 $3.56M 2.57% -42 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 5,176 $3.55M 1.07% -2,687 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 5,159 $3.54M 0.36% +80 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 5,152 $3.54M 0.42% +210 13F-HR Timeline Shade Tree Advisors LLC More: the full row for Shade Tree Advisors LLC 5,149 $3.54M 2.06% -589 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 5,146 $3.53M 0.08% -274 13F-HR Timeline Maloon Powers Pitre Higgins & Dennehy, … More: the full row for Maloon Powers Pitre Higgins & Dennehy, LLC 5,145 $3.53M 1.21% 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 5,130 $3.52M 1.92% +80 13F-HR Timeline Cauble & Harre Wealth Management, Inc. More: the full row for Cauble & Harre Wealth Management, Inc. 5,127 $3.52M 2.82% -86 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 5,127 $3.52M 1.07% +119 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 5,126 $3.52M 2.38% +1,796 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 5,121 $3.51M 0.1% +2,019 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 5,106 $3.51M 1.19% +814 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 5,082 $3.49M 0.22% -64 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 5,080 $3.49M 0.05% -509 13F-HR Timeline Group Meredith Wealth Planning More: the full row for Meredith Wealth Planning 5,076 $3.49M 0.82% -141 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 5,076 $3.49M 0.46% +85 13F-HR Timeline Pine Ridge Advisers LLC More: the full row for Pine Ridge Advisers LLC 5,075 $3.49M 0.21% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 5,074 $3.48M 0.89% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 5,068 $3.48M 1.97% -536 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 5,044 $3.46M 0.78% +590 13F-HR Timeline Group Navigation Group, LLC More: the full row for Navigation Group, LLC 5,039 $3.46M 0.67% -143 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 5,033 $3.46M 0.44% -195 13F-HR Timeline LifeGuide Financial Advisors, LLC More: the full row for LifeGuide Financial Advisors, LLC 5,031 $3.46M 0.98% +667 13F-HR Timeline ZENITH SOLUTIONS, INC. More: the full row for ZENITH SOLUTIONS, INC. 5,031 $3.46M 3.13% 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 5,024 $3.45M 0.51% -99 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 5,006 $3.44M 1.07% +2,235 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 4,952 $3.42M 0.09% +1,326 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 4,970 $3.41M 0.29% +3 13F-HR Timeline Sandhill Capital Partners LLC More: the full row for Sandhill Capital Partners LLC 4,968 $3.41M 0.28% +943 13F-HR Timeline Vienna Asset Management LLC More: the full row for Vienna Asset Management LLC 4,965 $3.41M 2.43% -1,217 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 4,938 $3.39M 0.34% +116 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 4,937 $3.39M 0.34% -125 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 4,927 $3.38M 1.22% +22 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 4,924 $3.38M 1.53% -87 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 4,922 $3.38M 0.32% -68 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 4,922 $3.38M 0.9% +562 13F-HR Timeline FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 4,912 $3.37M 1.56% +10 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 4,889 $3.36M 0.3% -27 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 4,878 $3.35M 0.9% +119 13F-HR Timeline DiPaolo Financial Group, Inc. More: the full row for DiPaolo Financial Group, Inc. 4,874 $3.35M 2.19% +179 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 4,859 $3.34M 0.44% +195 13F-HR Timeline PACK Private Wealth, LLC More: the full row for PACK Private Wealth, LLC 4,859 $3.34M 1.38% 0 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 4,842 $3.33M 0.5% +537 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 4,838 $3.32M 0.95% +284 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 4,833 $3.32M 1.21% +34 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 4,821 $3.31M +17 Timeline Palatine Hill Wealth Management, LLC More: the full row for Palatine Hill Wealth Management, LLC 4,815 $3.31M 2.66% +30 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 4,779 $3.28M 0.67% +161 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 4,777 $3.28M 1.18% -9 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 4,767 $3.27M 0.08% -185 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 4,757 $3.27M 0.52% +1,109 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 4,752 $3.26M 0.57% +463 13F-HR Timeline Defender Capital, LLC. More: the full row for Defender Capital, LLC. 4,750 $3.26M 1.06% new 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 4,744 $3.26M 0.16% +255 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 4,716 $3.24M 0.63% -20 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 4,704 $3.23M 0.64% +13 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 4,701 $3.23M 0.8% -182 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 4,698 $3.23M 1.78% -165 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 4,697 $3.23M 0.06% +324 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 4,695 $3.22M 0.27% 13F-HR Timeline Group HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 4,694 $3.22M 1.66% 0 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 4,688 $3.22M 0.13% +256 13F-HR Timeline Clearview Wealth Management LLC More: the full row for Clearview Wealth Management LLC 4,685 $3.22M 2.07% 0 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 4,677 $3.21M 0.26% +441 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 4,675 $3.21M 0.1% -242 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 4,672 $3.21M 0.52% +22 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 4,671 $3.21M 1.53% +204 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 4,668 $3.21M 1.52% +885 13F-HR Timeline Private Wealth Group, LLC More: the full row for Private Wealth Group, LLC 4,664 $3.2M 1.24% +906 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 4,644 $3.19M 0.24% +227 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 4,637 $3.18M 1.11% +295 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 4,637 $3.18M 0.01% +205 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 4,635 $3.18M 1.2% +15 13F-HR Timeline Tumwater Wealth Management, LLC More: the full row for Tumwater Wealth Management, LLC 4,631 $3.18M 1.15% +48 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 4,630 $3.18M 0.15% +1,948 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 8,055 $3.18M 0.95% +3,890 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 4,625 $3.18M 1.84% +42 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 4,619 $3.17M 1.36% +3,787 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 4,613 $3.17M 1.89% +346 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 4,595 $3.16M 1.74% -28 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 4,580 $3.15M 0.3% +30 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 4,553 $3.13M 0.52% 0 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 4,545 $3.12M 0.76% +319 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 4,533 $3.11M 0.69% +1,837 13F-HR Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 4,533 $3.11M 1.42% +505 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 4,532 $3.11M 0.07% -239 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 4,521 $3.11M 0.19% +7 13F-HR Timeline Pacific Park Financial, Inc. More: the full row for Pacific Park Financial, Inc. 4,518 $3.1M 1.8% -181 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 4,491 $3.08M 0.54% +141 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 4,474 $3.07M 0.83% +154 13F-HR Timeline Gross & Hartman Investments LLC More: the full row for Gross & Hartman Investments LLC 4,467 $3.07M 1.36% +4 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 4,466 $3.07M 0.24% -59 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 4,452 $3.06M 1.3% +1,094 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 4,446 $3.05M 1.2% -338 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 4,432 $3.04M 1.95% +14 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 4,429 $3.04M 1.52% -30 13F-HR Timeline CANADA LIFE ASSURANCE Co in group CANADA LIFE ASSURANCE Co More: the full row for CANADA LIFE ASSURANCE Co 4,428 $3.04M <0.01% -2,185 13F-HR Timeline Group Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 4,420 $3.04M 2.04% 0 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 4,402 $3.02M 1.17% +7 13F-HR Timeline KIECKHEFER GROUP LLC More: the full row for KIECKHEFER GROUP LLC 4,370 $3M 1.22% +99 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 4,347 $2.99M 1.43% -56 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 4,339 $2.98M 0.29% +3 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 4,338 $2.98M 0.78% -144 13F-HR Timeline Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 4,336 $2.98M 0.82% +808 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 4,335 $2.98M 0.43% +516 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 4,305 $2.96M 0.56% -10 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 4,289 $2.95M 0.04% +246 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 4,286 $2.94M 0.55% +15 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 4,280 $2.94M 0.72% +1,132 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 4,279 $2.94M 0.08% +2,857 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 4,276 $2.94M 0.1% +4 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 4,269 $2.93M 0.31% +3 13F-HR Timeline Glaxis Capital Management, LLC More: the full row for Glaxis Capital Management, LLC 4,265 $2.93M 5.88% 0 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 4,253 $2.92M 0.34% -271 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,252 $2.92M 0.26% +2,032 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 4,242 $2.91M 0.21% +224 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 4,236 $2.91M 0.59% +46 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 4,223 $2.9M 0.18% -72 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 4,217 $2.9M 1.44% -575 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 4,216 $2.9M 0.33% +10 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 4,201 $2.89M 0.47% -285 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 4,196 $2.88M 0.51% +362 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 4,191 $2.88M 0.03% -56 13F-HR Timeline Heritage Wealth Management, Inc. 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