Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 7,081 $464K 0.06% 0 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 7,077 $464K 0.12% -370 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 7,050 $462K 0.01% 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 7,044 $461K <0.01% +947 13F-HR Timeline Group LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 7,038 $461K 0.05% +41 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 6,936 $454K 0.03% +373 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 6,835 $448K 0.02% +320 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 6,769 $443K <0.01% +500 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 6,723 $440K 0.05% -276 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 6,629 $434K 0.05% -1,454 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 6,628 $434K 0.01% +2,923 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 6,547 $429K <0.01% +28 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 6,478 $424K 0.04% -130 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 6,424 $421K 0.07% -330 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 6,410 $420K <0.01% 0 13F-HR Timeline NOTTINGHAM ADVISORS, INC. 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More: the full row for Carson Advisory Inc. 3,700 $242K 0.15% -300 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 3,700 $242K 0.12% new 13F-HR Timeline Ervin Investment Management, LLC More: the full row for Ervin Investment Management, LLC 3,668 $240K 0.15% new 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 3,661 $239K 0.06% +316 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,638 $238K 0.01% -71 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 3,604 $236K 0.1% 0 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 3,509 $230K 0.07% new 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 3,481 $228K 0.01% new 13F-HR Timeline CAPITAL MANAGEMENT CORP /VA More: the full row for CAPITAL MANAGEMENT CORP /VA 3,437 $225K 0.04% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,423 $224K <0.01% +9 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 3,392 $222K 0.01% 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 3,375 $221K 0.01% -108 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 3,352 $220K 0.01% new 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 3,336 $218K 0.16% -133 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 3,331 $218K 0.03% -1,634 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,283 $215K 0.01% new 13F-HR Timeline Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 3,280 $215K 0.13% 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 3,244 $213K 0.05% -279 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 3,234 $206K 0.01% new 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 3,113 $204K 0.01% +67 13F-HR Timeline Group ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 3,098 $203K 0.03% new 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 2,956 $194K 0.06% +28 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,864 $188K 0.06% +28 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 2,793 $183K 0.03% -51 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 2,791 $183K 0.06% -722 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,717 $178K 0.01% -16 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 2,659 $174K 0.05% +1 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 2,618 $171K 0.07% -323 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 2,159 $141K 0.03% 13F-HR Timeline Group CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 2,074 $136K 0.01% +37 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 2,026 $133K 0.04% +7 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,877 $123K <0.01% +51 13F-HR Timeline Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 1,719 $113K 0.06% +18 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 1,718 $112K 0.03% 0 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 1,667 $109K 0 Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,661 $109K 0.03% +567 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 1,655 $108K 0.06% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 1,635 $107K 0.01% +22 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 1,590 $104K 0.04% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,504 $98.5K <0.01% 0 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 1,499 $98.2K 0.01% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. 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Private Wealth Management, LLC 334 $21.9K 0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 308 $20.2K 0.01% +1 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 269 $17.6K 0.01% +3 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 230 $15.1K <0.01% 0 13F-HR Timeline Group Fairway Wealth LLC More: the full row for Fairway Wealth LLC 213 $13.9K <0.01% +2 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 209 $13.7K <0.01% +60 13F-HR Timeline LANARK FINANCIAL, INC. 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Amount filed as zero, left out of ratios.