Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 27,947 $1.4M 0.52% -1,858 13F-HR Timeline Von Berge Wealth Management Group, LLC More: the full row for Von Berge Wealth Management Group, LLC 27,855 $1.4M 0.85% -4,648 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 27,854 $1.4M 0.17% -15,591 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 27,719 $1.39M 0.44% -7,929 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 27,687 $1.39M 1.28% -10,074 13F-HR/A Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 27,681 $1.39M 0.19% +1,185 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 27,648 $1.39M 0.46% +2,589 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 27,877 $1.39M 0.08% -3,985 13F-HR Timeline Group W ADVISORS, LLC More: the full row for W ADVISORS, LLC 27,503 $1.38M 0.85% -5,673 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 27,424 $1.37M 0.11% -1,407 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 27,070 $1.36M 0.3% 13F-HR Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 26,939 $1.35M 0.53% +7,913 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 26,759 $1.34M 0.12% -695 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 26,487 $1.33M 0.23% -1,123 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 26,693 $1.33M 0.32% -308 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 26,407 $1.32M 0.18% -396 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 26,357 $1.32M 0.08% +3,864 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 26,050 $1.31M 0.43% +4,357 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 26,037 $1.31M 1.16% 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 25,615 $1.28M 0.03% +1,154 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 25,580 $1.28M 0.25% +1,214 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 25,446 $1.28M 0.16% -75,994 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 25,363 $1.27M 0.17% +5,278 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 25,340 $1.27M 0.05% -158 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 24,954 $1.25M 0.35% +8,744 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 24,945 $1.25M 0.55% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 24,695 $1.24M 0.21% +2,794 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 24,687 $1.24M 0.39% +257 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 24,560 $1.23M 1.1% 13F-HR Timeline Verisail Partners, LLC More: the full row for Verisail Partners, LLC 24,544 $1.23M 0.58% 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 24,250 $1.22M 0.17% +4,000 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 24,226 $1.21M 0.1% +2,583 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 24,130 $1.21M 0.06% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 24,086 $1.21M 0.05% -9,754 13F-HR Timeline Brewster Financial Planning LLC More: the full row for Brewster Financial Planning LLC 24,070 $1.21M 0.91% +11,058 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 24,047 $1.21M 0.16% +2,365 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 23,767 $1.19M 0.59% -16 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 23,529 $1.18M 0.28% -1,713 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 23,301 $1.17M 0.39% 0 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 23,090 $1.16M 0.38% +774 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 23,023 $1.15M 0.03% 0 13F-HR Timeline Yardley Wealth Management LLC More: the full row for Yardley Wealth Management LLC 22,764 $1.15M 0.56% +17,073 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 22,816 $1.14M 0.42% -538 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 22,781 $1.14M 0.03% -2,740 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 22,711 $1.14M 0.16% -520 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 22,683 $1.14M 0.78% +1,319 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 22,677 $1.14M 0.98% 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 22,659 $1.14M 0.38% +3,157 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 22,631 $1.13M 0.12% +1,066 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 22,590 $1.13M 0.14% +665 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 23,249 $1.13M 0.5% +2,023 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 22,428 $1.12M 0.26% -12,238 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 22,342 $1.12M 0.19% -3,700 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 22,300 $1.12M 1.04% 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 22,299 $1.12M 0.57% +877 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 22,200 $1.11M 0.2% +1,555 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 22,146 $1.11M 0.13% +6,075 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 21,853 $1.11M 0.07% -361 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 21,960 $1.1M 0.17% +3,999 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 21,777 $1.09M 1.12% 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 21,667 $1.09M 0.22% new 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 21,538 $1.08M 0.39% -145 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 21,449 $1.08M 0.04% +4,192 13F-HR Timeline TITAN GLOBAL CAPITAL MANAGEMENT USA LLC More: the full row for TITAN GLOBAL CAPITAL MANAGEMENT USA LLC 21,414 $1.07M 0.16% +546 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 21,264 $1.07M 0.11% +614 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 21,001 $1.05M 0.22% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 20,966 $1.05M 0.06% -238 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 20,948 $1.05M 0.02% +7,530 13F-HR Timeline Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 20,776 $1.04M 0.17% -4,484 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 20,774 $1.04M 0.24% -80 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 20,717 $1.04M 0.32% 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 20,711 $1.04M 0.15% -8,996 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 20,618 $1.03M 0.27% 0 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 20,173 $1.03M 0.09% 0 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 20,553 $1.03M 0.12% +5,202 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 20,500 $1.03M 0.03% +2,016 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 20,471 $1.03M 0.04% -8,526 13F-HR/A Timeline Boxwood Ventures, Inc. More: the full row for Boxwood Ventures, Inc. 20,380 $1.02M 1.37% 0 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 20,326 $1.02M 0.04% -1,950 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 20,430 $1.01M 0.35% 0 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 20,150 $1.01M 0.18% +694 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 20,091 $1.01M 0.19% +4,307 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 19,969 $1M 0.55% 0 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 19,945 $1000K 0.42% -10,584 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 19,904 $998K 0.06% +7,082 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 19,888 $997K 0.43% +2,550 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 19,880 $997K 0.62% -38 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 19,831 $994K 0.28% -2,809 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 19,674 $986K 0.27% +2,252 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 19,634 $984K 0.01% -13,615 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 19,633 $984K 0.36% -10,320 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 19,631 $984K 0.1% +18,107 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 19,629 $984K 0.27% -297 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 19,593 $982K 0.09% +7,614 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 19,541 $980K 0.46% +941 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 19,381 $972K 0.02% +9,400 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 19,328 $969K 0.69% +99 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 19,310 $968K 0.14% +15,000 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 19,290 $967K 0.48% -384 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 19,187 $962K 0.28% +972 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 19,161 $961K 0.12% +422 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 19,141 $960K 1.63% +278 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 19,044 $955K 0.01% -899 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 18,920 $948K 0.67% -26,034 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 18,894 $947K 0.17% +427 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 18,893 $947K 0.07% +171 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 18,880 $946K 1.29% +12,880 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 18,874 $946K 0.12% +13,689 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 18,871 $946K 0.05% +2,937 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 18,819 $943K +1,373 Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 18,807 $943K 0.19% +5,679 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 18,758 $940K 0.24% +635 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 18,714 $938K 0.06% +273 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 18,701 $931K 0.12% +4,278 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 18,550 $930K 0.02% -16 13F-HR Timeline SIGNAL TREE FINANCIAL PARTNERS LLC More: the full row for SIGNAL TREE FINANCIAL PARTNERS LLC 18,494 $927K 1.09% 13F-HR Timeline CROBAN More: the full row for CROBAN 18,493 $927K 0.91% 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 18,422 $924K 0.07% 0 13F-HR Timeline Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 18,224 $914K 2.97% -21,531 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 18,105 $908K 0.5% +1,267 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 18,000 $902K <0.01% -55,123 13F-HR Timeline Group PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 17,943 $899K 0.52% +187 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 17,772 $891K 0.83% -37 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 17,646 $886K 0.57% +687 13F-HR Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 17,641 $884K 0.13% -149 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 17,620 $883K 0.01% -2,636 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 17,608 $883K 0.36% +189 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 17,579 $881K 0.03% +8,133 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 17,260 $865K 0.38% -13,604 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 17,239 $864K <0.01% -2,349 13F-HR Timeline WEALTH MANAGEMENT RESOURCES, INC. More: the full row for WEALTH MANAGEMENT RESOURCES, INC. 17,217 $863K 0.32% +7,000 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 17,192 $862K 0.04% -7,114 13F-HR Timeline KRAFT ASSET MANAGEMENT, LLC More: the full row for KRAFT ASSET MANAGEMENT, LLC 17,286 $861K 0.66% 0 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 17,020 $853K 0.34% 0 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 17,018 $853K 0.16% -320 13F-HR Timeline Group Orcam Financial Group More: the full row for Orcam Financial Group 16,973 $851K 0.82% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 16,893 $847K 0.06% +13,754 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 16,828 $844K 0.04% +6,648 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 16,809 $843K 0.2% 0 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 16,792 $842K 0.27% +245 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 16,713 $838K 0.23% 0 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 16,667 $836K 0.18% -2,923 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 16,624 $833K 0.82% 13F-HR Timeline Fairhaven Wealth Management, LLC More: the full row for Fairhaven Wealth Management, LLC 16,623 $833K 0.26% -90 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 16,486 $826K 0.16% +928 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 16,328 $819K 0.24% +346 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 16,216 $813K 0.06% +2,607 13F-HR Timeline Trust Co More: the full row for Trust Co 16,199 $812K 0.09% +15,980 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 16,188 $812K 0.95% new 13F-HR Timeline SageOak Financial, LLC More: the full row for SageOak Financial, LLC 16,191 $812K 0.74% 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 16,188 $812K 0.05% +3,349 13F-HR/A Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 16,121 $808K 0.03% +9,798 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 16,036 $804K 0.24% +10,202 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 15,986 $801K 0.28% +1,787 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 15,874 $794K 0.04% -3,142 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 15,801 $792K 0.59% +297 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 15,793 $792K 0.53% 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 15,783 $791K 0.34% +415 13F-HR/A Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 15,741 $789K 0.04% -4,530 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 15,739 $789K 0.48% 0 13F-HR Timeline SHEPHERD KAPLAN KROCHUK, LLC in group SHEPHERD KAPLAN KROCHUK, LLC More: the full row for SHEPHERD KAPLAN KROCHUK, LLC 15,724 $788K 0.66% 0 13F-HR Timeline Group Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 15,670 $786K 0.38% -162 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 15,585 $781K 0.19% +3,050 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 15,230 $779K 0.33% 0 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 15,530 $779K 0.76% 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 15,525 $778K 0.71% 0 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 15,519 $778K 0.05% -120 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 15,516 $778K 0.17% 0 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 15,242 $764K 0.41% -500 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 15,402 $763K 0.27% +3,075 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 15,110 $757K 0.4% +3,052 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 14,997 $752K 0.34% +2,442 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 14,991 $752K 0.17% +4,881 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 14,914 $748K 0.03% +445 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 14,902 $747K 0.05% -114 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 14,895 $747K 0.02% -732 13F-HR Timeline Group DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 14,784 $741K 0.67% 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 14,759 $740K 0.4% -1,786 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 14,647 $734K 0.31% +9,400 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 14,611 $732K 0.74% 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 14,611 $732K 0.06% +5,336 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 14,563 $730K 0.01% -989 13F-HR Timeline LPF Advisors LLC More: the full row for LPF Advisors LLC 14,531 $728K 0.61% 0 13F-HR Timeline Siligmueller & Norvid Wealth Advisors L… More: the full row for Siligmueller & Norvid Wealth Advisors LLC 14,509 $727K 0.31% 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 14,442 $724K 0.05% -160 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 14,549 $722K 0.21% +1,606 13F-HR Timeline Strategic Equity Management More: the full row for Strategic Equity Management 14,387 $721K 0.3% -40,712 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 14,355 $720K 0.04% 0 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 14,293 $716K 0.2% -7,927 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 14,293 $716K 0.19% -3,854 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 14,270 $715K 0.38% +500 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 14,207 $712K 0.48% +6,621 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 14,156 $710K 0.18% +2,209 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 14,100 $707K 0.36% +6,100 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 14,080 $706K 0.03% new 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 14,056 $705K 0.04% new 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 14,025 $703K 0.51% +101 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 13,884 $696K 0.23% +187 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 13,857 $695K 0.5% -109 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 13,805 $692K 0.16% +1,024 13F-HR Timeline