LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 3,120 $2.14M 0.14% +339 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 3,109 $2.14M 0.22% -127 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 3,101 $2.13M 0.64% +19 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 3,097 $2.13M 0.46% -128 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 3,096 $2.13M 0.86% -178 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 3,091 $2.12M 1.24% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 3,087 $2.12M 1.22% +2,938 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 3,086 $2.12M 0.19% +56 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 3,083 $2.12M 0.23% -61 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 3,070 $2.11M 0.99% -1 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 3,061 $2.1M 0.58% +9 13F-HR Timeline Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 3,058 $2.1M 0.72% 0 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 3,053 $2.1M 0.15% +10 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 3,052 $2.09M 0.8% +234 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 3,040 $2.09M 0.31% 0 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 3,039 $2.09M 2.94% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 3,022 $2.08M 0.46% +117 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 3,022 $2.08M 0.8% +28 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 3,038 $2.07M 0.24% -192 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 3,014 $2.07M 0.11% +454 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 3,011 $2.07M 0.37% +116 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 3,009 $2.07M 0.13% -493 13F-HR Timeline Titiun Yejiel More: the full row for Titiun Yejiel 3,000 $2.06M 1.79% 0 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 2,999 $2.06M 0.29% +244 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 2,992 $2.05M 0.18% -351 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 2,988 $2.05M 0.4% -157 13F-HR Timeline Darrow Company, Inc. More: the full row for Darrow Company, Inc. 3,003 $2.05M 0.79% 0 13F-HR Timeline Curry Webb Wealth Management LLC More: the full row for Curry Webb Wealth Management LLC 2,977 $2.04M 0.85% -72 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 2,974 $2.04M 1.31% +26 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 2,973 $2.04M 0.42% 0 13F-HR Timeline KRM WEALTH MANAGEMENT L.L.C. More: the full row for KRM WEALTH MANAGEMENT L.L.C. 2,972 $2.04M 0.9% +35 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 2,971 $2.04M 1.04% +132 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 2,966 $2.04M 0.36% -3 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 2,965 $2.04M 0.84% -44 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 2,964 $2.04M 0.32% -228 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 2,961 $2.03M 0.18% +1 13F-HR Timeline BG Investment Services, LLC More: the full row for BG Investment Services, LLC 2,950 $2.03M 1.46% +283 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 2,944 $2.02M 0.93% -2 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 2,940 $2.02M 0.58% +2,382 13F-HR/A Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 2,939 $2.02M 0.52% +9 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 2,937 $2.02M 0.44% +34 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 2,935 $2.02M 0.3% -212 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 2,934 $2.02M 0.69% -128 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 2,932 $2.01M 0.36% -48 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 2,931 $2.01M 0.12% -315 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 2,930 $2.01M 0.09% +42 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 2,929 $2.01M 0.2% -14 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 2,927 $2.01M 0.09% -3,095 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 2,920 $2.01M 1.52% -169 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 2,920 $2.01M 0.37% +1 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 2,918 $2M 0.32% -108 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 3,196 $2M 0.63% -200 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 2,885 $1.98M 0.07% +265 13F-HR Timeline Group S&A Financial Services, Inc. More: the full row for S&A Financial Services, Inc. 2,884 $1.98M 1.21% -319 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 2,780 $1.98M 0.8% +125 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 2,876 $1.97M 0.45% +4 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 2,875 $1.97M 0.36% +287 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 2,872 $1.97M 0.17% -48 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 2,865 $1.97M 1.06% -13 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 2,864 $1.97M 0.05% +27 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 2,864 $1.97M 0.93% -82 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 2,835 $1.95M 0.34% +189 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 2,835 $1.95M 0.49% +378 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 2,835 $1.95M 0.9% +665 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 2,832 $1.95M 0.3% +438 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 2,832 $1.95M 1.29% +23 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 2,706 $1.94M 0.58% -741 13F-HR Timeline Hassell Wealth Management, LLC More: the full row for Hassell Wealth Management, LLC 2,824 $1.93M 0.59% +20 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 2,807 $1.93M 1.06% -45 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 2,803 $1.93M 0.53% +253 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 2,785 $1.91M 0.17% +51 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 2,793 $1.91M 0.21% +832 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,779 $1.91M 0.06% -1,619 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 2,778 $1.91M 0.15% +23 13F-HR Timeline Virtus Wealth Solutions LLC More: the full row for Virtus Wealth Solutions LLC 2,774 $1.9M 0.26% -1,201 13F-HR Timeline CAMELOT TECHNOLOGY ADVISORS, INC. More: the full row for CAMELOT TECHNOLOGY ADVISORS, INC. 2,765 $1.9M 1.3% -89 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 2,765 $1.9M <0.01% -113 13F-HR Timeline Group Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 2,760 $1.9M 0.81% -200 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 2,737 $1.89M 0.57% +12 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 2,751 $1.89M 0.19% +33 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 2,747 $1.89M 0.83% -1,256 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 2,742 $1.88M 0.48% -270 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 2,740 $1.88M 2.24% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 2,739 $1.88M 0.43% +84 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 2,720 $1.87M 0.94% +181 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 2,716 $1.87M 0.2% -334 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 2,716 $1.87M 0.59% 0 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 2,710 $1.86M 1.34% +197 13F-HR Timeline TENET WEALTH PARTNERS, LLC More: the full row for TENET WEALTH PARTNERS, LLC 2,739 $1.86M 1.38% 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 2,705 $1.86M 1.3% +2,116 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 2,701 $1.86M 0.17% +11 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 2,700 $1.85M 0.39% +952 13F-HR Timeline REYL & Cie S.A. More: the full row for REYL & Cie S.A. 3,093 $1.85M 2.14% 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 2,698 $1.85M 0.24% +259 13F-HR Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 2,697 $1.85M 0.8% -772 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 2,692 $1.85M 0.08% 0 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 2,694 $1.85M 0.21% +101 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 2,685 $1.84M 0.57% +3 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 2,679 $1.84M 0.51% +163 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 2,679 $1.84M 0.69% -10 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 2,667 $1.83M 0.73% +1 13F-HR Timeline Independence Financial Advisors, LLC More: the full row for Independence Financial Advisors, LLC 2,663 $1.83M 0.47% +8 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 2,652 $1.82M 0.05% +257 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 2,640 $1.81M 0.36% +395 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 2,636 $1.81M 0.07% -15 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 2,631 $1.81M 0.23% +135 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 2,632 $1.81M 0.06% 0 13F-HR Timeline Midwest Heritage Bank, FSB More: the full row for Midwest Heritage Bank, FSB 2,621 $1.8M 0.51% +7 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 2,620 $1.8M 1.61% +657 13F-HR Timeline VAQUERO PRIVATE WEALTH, LTD More: the full row for VAQUERO PRIVATE WEALTH, LTD 2,619 $1.8M 0.37% 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 2,617 $1.8M 0.54% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,610 $1.79M 0.15% -25 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 2,602 $1.79M 0.18% +4 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 2,601 $1.79M 0.25% 0 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 2,599 $1.79M 0.02% -345 13F-HR Timeline Rezny Wealth Management, Inc. More: the full row for Rezny Wealth Management, Inc. 2,592 $1.78M 0.31% -112 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 2,589 $1.78M 0.39% +47 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 2,585 $1.78M 1.57% new 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 2,581 $1.77M 1.02% +1 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 2,580 $1.77M 0.19% -35 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 2,576 $1.77M 0.86% +2 13F-HR Timeline Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 2,575 $1.77M 0.18% +522 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 2,572 $1.77M 0.33% +357 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 2,569 $1.76M 0.66% +126 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 2,566 $1.76M 0.94% +30 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 2,564 $1.76M 0.24% -157 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 2,564 $1.76M 0.24% -15 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 2,560 $1.76M 0.85% +27 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 2,551 $1.75M 0.05% +270 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 2,534 $1.74M 0.56% +320 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 2,526 $1.74M 0.58% -73 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 2,524 $1.73M 0.34% +151 13F-HR Timeline Keystone Financial Services, LLC More: the full row for Keystone Financial Services, LLC 2,515 $1.73M 1.04% +90 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 2,513 $1.73M 0.16% +180 13F-HR Timeline Group DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 2,515 $1.72M 0.32% -16 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 2,508 $1.72M 0.28% +67 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 2,506 $1.72M 1.09% -126 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 2,505 $1.72M 0.85% +1,265 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 2,507 $1.72M 0.38% +1,868 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 2,494 $1.71M 0.75% +42 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 2,493 $1.71M 0.09% -340 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,489 $1.71M 0.04% -97,002 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 2,485 $1.71M 0.33% +57 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 2,486 $1.71M 0.73% +212 13F-HR Timeline Benchmark Investment Advisors LLC More: the full row for Benchmark Investment Advisors LLC 2,475 $1.7M 0.75% +7 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 2,462 $1.69M 0.15% +19 13F-HR/A Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,460 $1.69M 0.32% +32 13F-HR/A Timeline Macco Financial Group, Inc. More: the full row for Macco Financial Group, Inc. 2,453 $1.69M 1.09% +260 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 2,443 $1.68M 0.74% -89 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 2,437 $1.67M 1.29% +545 13F-HR Timeline Daviman Financial, LLC More: the full row for Daviman Financial, LLC 2,435 $1.67M 0.92% +5 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 2,432 $1.67M 0.06% +7 13F-HR Timeline Group Thomasville National Bank More: the full row for Thomasville National Bank 2,431 $1.67M 0.09% 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 2,430 $1.67M 0.87% +3 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 2,414 $1.66M 0.3% -19 13F-HR Timeline SNOWWATER INVESTMENT PARTNERS, LLC More: the full row for SNOWWATER INVESTMENT PARTNERS, LLC 2,413 $1.66M 1.15% -854 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 2,409 $1.65M 0.2% +7 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 2,404 $1.65M 0.38% +141 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 2,410 $1.65M 0.19% +760 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 2,401 $1.65M 0.6% +217 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 2,397 $1.65M 0.27% -306 13F-HR/A Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,409 $1.65M 0.19% -114 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 2,388 $1.64M 0.29% +1,609 13F-HR Timeline Kooman & Associates More: the full row for Kooman & Associates 2,382 $1.64M 0.44% -10 13F-HR Timeline Gaddis Premier Wealth Advisors LLC More: the full row for Gaddis Premier Wealth Advisors LLC 2,378 $1.63M 1% +722 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 2,373 $1.63M 0.2% +43 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 2,373 $1.63M 0.28% -10 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 2,371 $1.63M 0.6% -58 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 2,370 $1.63M 0.92% +50 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 2,368 $1.63M 0.28% +101 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 2,368 $1.63M 0.19% +69 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 2,366 $1.62M 0.16% -75 13F-HR Timeline Clarity Retirement & Wealth, LLC More: the full row for Clarity Retirement & Wealth, LLC 2,360 $1.62M 1.12% -164 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 2,353 $1.62M 0.11% +1,354 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 2,350 $1.61M 0.56% -40 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 2,324 $1.61M 0.71% -29 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 2,335 $1.6M 0.06% +120 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 2,327 $1.6M 0.15% new 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 2,323 $1.6M 0.61% +63 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 2,322 $1.59M 0.03% +3 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 180,629 $1.59M 0.68% +178,572 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 2,314 $1.59M 0.2% 0 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 2,313 $1.59M 0.76% 0 13F-HR Timeline Capstone Wealth Management Group, Inc. in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group, Inc. 2,306 $1.58M 0.95% 13F-HR Timeline Group Wealthquest Corp More: the full row for Wealthquest Corp 2,305 $1.58M 0.1% -68 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 2,301 $1.58M 0.79% +2 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 2,296 $1.58M 0.12% +32 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 2,289 $1.57M 1.24% +1 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 2,288 $1.57M 1.04% +71 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 2,217 $1.57M 0.93% +5 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 2,279 $1.56M 0.38% +145 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 2,276 $1.56M 0.39% -229 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 2,275 $1.56M 0.9% +80 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 2,273 $1.56M 0.13% 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 2,270 $1.56M 0.16% +446 13F-HR Timeline Maple Capital Management, Inc. 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