Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 4,760 $1.38M 0.65% +158 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 4,758 $1.38M 0.09% -53 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,754 $1.38M 0.12% 0 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 4,751 $1.38M 0.26% +620 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 4,748 $1.38M 0.34% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 4,740 $1.37M 0.1% -1,239 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 4,736 $1.37M 0.53% +3 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 4,729 $1.37M 0.27% -256 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 4,722 $1.37M 0.71% -51 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 4,715 $1.37M 0.08% -189 13F-HR Timeline Compass Investment Advisers LLC More: the full row for Compass Investment Advisers LLC 4,715 $1.37M 3.97% 13F-HR Timeline Seneca Financial Advisors LLC More: the full row for Seneca Financial Advisors LLC 4,710 $1.37M 0.68% 0 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 4,709 $1.36M <0.01% +771 13F-HR Timeline Group Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 4,897 $1.36M 0.47% 0 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 4,700 $1.36M 0.13% 0 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 4,696 $1.36M 0.13% -99 13F-HR Timeline Signify Wealth More: the full row for Signify Wealth 4,690 $1.36M 1.53% +381 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 4,688 $1.36M 0.66% -250 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 4,686 $1.36M 0.35% +146 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 4,684 $1.36M 0.6% +16 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 4,679 $1.36M 0.94% -339 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 4,669 $1.35M 0.27% +995 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 4,667 $1.35M 0.71% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 4,662 $1.35M -51 Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 4,660 $1.35M 1.56% 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 4,654 $1.35M 0.24% 0 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 4,649 $1.35M 0.14% -400 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 4,636 $1.34M 0.97% -270 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 4,636 $1.34M 1.36% +733 13F-HR Timeline ArborFi Advisors, LLC More: the full row for ArborFi Advisors, LLC 4,615 $1.34M 1.34% 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 4,607 $1.34M 1.01% +1,304 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 4,605 $1.33M 0.77% 0 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 4,600 $1.33M 0.48% -146 13F-HR Timeline Berkeley, Inc More: the full row for Berkeley, Inc 4,600 $1.33M 0.69% -4,636 13F-HR/A Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 4,591 $1.33M 0.61% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 4,587 $1.33M 0.41% -269 13F-HR Timeline Regency Capital Management Inc.\DE More: the full row for Regency Capital Management Inc.\DE 4,587 $1.33M 0.72% +1,155 13F-HR Timeline EQ LLC More: the full row for EQ LLC 4,584 $1.33M 0.62% -23 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 4,581 $1.33M 0.18% +35 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 4,785 $1.33M 0.21% +1,205 13F-HR Timeline Benchmark Wealth Management, LLC More: the full row for Benchmark Wealth Management, LLC 4,575 $1.33M 0.65% +169 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 4,559 $1.32M 0.01% +193 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 4,555 $1.32M 0.62% +239 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 4,555 $1.32M 0.99% 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 4,397 $1.32M 0.35% 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 4,544 $1.32M 0.14% +388 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 4,540 $1.32M 0.5% -159 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 4,535 $1.31M 0.97% -3,861 13F-HR Timeline Peninsula Wealth, LLC More: the full row for Peninsula Wealth, LLC 4,534 $1.31M 0.22% +19 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 4,522 $1.31M 0.46% 0 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 4,522 $1.31M 1.15% 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,519 $1.31M 0.2% 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 4,515 $1.31M 0.01% +170 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 4,509 $1.31M 1.08% -164 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 4,496 $1.3M 0.12% -434 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 4,496 $1.3M 0.27% +3 13F-HR Timeline BCK Partners, Inc. More: the full row for BCK Partners, Inc. 4,496 $1.3M 0.8% -1,283 13F-HR Timeline Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 4,485 $1.3M 0.15% +316 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 4,467 $1.29M 0.32% +77 13F-HR Timeline Arcadia Wealth Management, Inc. More: the full row for Arcadia Wealth Management, Inc. 4,465 $1.29M 1.1% 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 4,462 $1.29M 0.68% +75 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 4,455 $1.29M 0.34% -16 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 4,450 $1.29M 0.32% -436 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 4,820 $1.29M 0.15% 0 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 4,314 $1.29M 0.58% -197 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 4,442 $1.29M 1.5% +2,571 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 4,439 $1.29M 0.45% +20 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 4,388 $1.29M 0.27% +53 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 4,430 $1.28M 0.67% -146 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 4,427 $1.28M 0.27% -2,203 13F-HR Timeline SimpliFi, Inc. More: the full row for SimpliFi, Inc. 4,427 $1.28M 0.59% +168 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 4,414 $1.28M 0.11% -50 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 4,404 $1.28M 0.24% 0 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 4,397 $1.27M 0.59% +22 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 4,392 $1.27M 0.51% +199 13F-HR Timeline Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 4,390 $1.27M 0.2% -185 13F-HR Timeline Group IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 4,374 $1.27M 0.22% -166 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 4,373 $1.27M 0.86% +28 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 4,364 $1.26M new Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 4,363 $1.26M 0.47% -166 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 4,362 $1.26M 0.53% +52 13F-HR Timeline TD Asset Management Inc More: the full row for TD Asset Management Inc 4,359 $1.26M <0.01% +956 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 4,345 $1.26M 0.13% -262 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 4,335 $1.26M 0.06% -180 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 4,334 $1.26M 0.88% +2 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 4,334 $1.26M 0.21% +303 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 4,333 $1.26M 0.24% -217 13F-HR Timeline Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 4,324 $1.25M 0.14% -1 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 4,318 $1.25M 0.72% +33 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 4,292 $1.24M 0.3% +152 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 4,243 $1.24M 0.06% -148 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 4,118 $1.24M 0.14% -38 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 4,279 $1.24M 0.37% 0 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 4,302 $1.24M 0.3% +125 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 4,252 $1.23M 0.09% +17 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 4,251 $1.23M 0.62% +50 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 4,238 $1.23M 0.07% -66 13F-HR Timeline Group Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 4,238 $1.23M 0.4% -150 13F-HR Timeline Kaye Capital Management More: the full row for Kaye Capital Management 4,199 $1.22M 0.55% +2 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 4,198 $1.22M 0.81% -40 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 4,037 $1.22M 0.56% -347 13F-HR Timeline Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 4,192 $1.21M 0.47% 0 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 4,185 $1.21M 0.66% -80 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 4,179 $1.21M 0.16% 0 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 4,168 $1.21M 0.21% +365 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 4,166 $1.21M 0.13% +453 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 4,163 $1.21M 0.04% -67 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 4,161 $1.21M <0.01% +825 13F-HR Timeline Group New World Advisors LLC More: the full row for New World Advisors LLC 4,156 $1.2M 0.29% +235 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 4,155 $1.2M 0.08% 0 13F-HR Timeline SEARCY FINANCIAL SERVICES INC /ADV More: the full row for SEARCY FINANCIAL SERVICES INC /ADV 4,153 $1.2M 0.56% 0 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 4,151 $1.2M 0.1% +188 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 4,144 $1.2M 0.2% -105 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 4,144 $1.2M 0.02% -56 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 4,144 $1.2M 0.45% +3,605 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 4,134 $1.2M 0.45% -210 13F-HR Timeline Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 4,122 $1.19M 0.72% 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 4,097 $1.19M 0.43% +798 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 4,089 $1.19M 0.11% +289 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 4,083 $1.18M 0.21% -50 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 4,081 $1.18M 0.17% +348 13F-HR Timeline ODonnell Financial Services, LLC More: the full row for ODonnell Financial Services, LLC 4,201 $1.18M 0.49% 0 13F-HR Timeline SILVER OAK WEALTH ADVISORS SERVICES, LLC More: the full row for SILVER OAK WEALTH ADVISORS SERVICES, LLC 4,073 $1.18M 1.02% 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 4,069 $1.18M 0.08% 0 13F-HR Timeline TrinityPoint Wealth, LLC More: the full row for TrinityPoint Wealth, LLC 4,059 $1.18M 0.17% +1,465 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 4,054 $1.17M 0.42% -211 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 4,053 $1.17M 0.34% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 4,048 $1.17M 0.31% +6 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 4,043 $1.17M 0.69% -242 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 4,029 $1.17M 0.07% +56 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 4,029 $1.17M 0.09% +175 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 4,025 $1.17M 0.11% +702 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 4,012 $1.16M 0.09% 0 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 4,005 $1.16M 0.25% +229 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 4,000 $1.16M 0.37% 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 3,996 $1.16M 0.16% -228 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 3,950 $1.16M 0.93% 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 3,993 $1.16M 0.79% +16 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 3,985 $1.16M 0.08% 0 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 3,981 $1.15M 0.26% -6 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 3,980 $1.15M 0.19% 13F-HR Timeline Group PARAGON CAPITAL MANAGEMENT INC More: the full row for PARAGON CAPITAL MANAGEMENT INC 3,964 $1.15M 0.9% +57 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 3,945 $1.14M 0.51% +101 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 3,939 $1.14M 0.36% 0 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,934 $1.14M 0.13% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,932 $1.14M 0.04% +262 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 3,927 $1.14M 0.19% 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 3,875 $1.14M 0.48% -102 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 3,914 $1.13M 0.31% +33 13F-HR Timeline Ridgeline Wealth Planning, LLC More: the full row for Ridgeline Wealth Planning, LLC 3,904 $1.13M 1.08% 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 3,896 $1.13M 0.43% +169 13F-HR Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 3,893 $1.13M 0.13% +109 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 3,884 $1.13M 0.26% -299 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 3,881 $1.12M 0.55% 0 13F-HR Timeline Evergreen Advisors, LLC More: the full row for Evergreen Advisors, LLC 3,874 $1.12M 0.31% +24 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 3,867 $1.12M 0.25% +19 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 3,863 $1.12M 0.8% +28 13F-HR Timeline Essex LLC More: the full row for Essex LLC 3,851 $1.12M 0.23% -34 13F-HR Timeline Citrine Capital LLC More: the full row for Citrine Capital LLC 3,847 $1.11M 0.82% 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 3,826 $1.11M 0.28% -202 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 3,822 $1.11M 0.73% +2,340 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 3,819 $1.11M 0.13% +5 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 3,818 $1.11M 0.05% 0 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 3,805 $1.1M 0.07% +25 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 3,803 $1.1M 0.38% new 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 3,800 $1.1M 0.15% +1,200 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 3,812 $1.1M 1.06% 13F-HR Timeline F&V Capital Management, LLC More: the full row for F&V Capital Management, LLC 3,780 $1.09M 0.29% +1,670 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 3,778 $1.09M 0.97% +211 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 3,775 $1.09M 0.18% 0 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 3,774 $1.09M 0.12% +1,352 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 3,760 $1.09M 0.99% 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 3,755 $1.09M 0.06% +287 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 3,752 $1.09M 0.37% -209 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 3,750 $1.09M 0.3% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 3,746 $1.09M 0.04% -37 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 3,745 $1.09M 0.56% 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 3,738 $1.08M 0.28% +23 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 3,732 $1.08M 0.93% +12 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 3,724 $1.08M 1.41% 13F-HR Timeline Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 3,714 $1.08M 0.89% 13F-HR/A Timeline PYA Waltman Capital, LLC More: the full row for PYA Waltman Capital, LLC 3,713 $1.08M 0.35% 0 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 3,707 $1.07M 0.67% 0 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 3,699 $1.07M 0.4% -37 13F-HR Timeline Transform Wealth, LLC More: the full row for Transform Wealth, LLC 3,696 $1.07M 0.06% -12,396 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 3,690 $1.07M 0.22% -21 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 3,681 $1.07M 0.34% -111 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 3,679 $1.07M 0.29% -21 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 3,676 $1.07M 0.4% +48 13F-HR Timeline GG Group Ventures, LLC More: the full row for GG Group Ventures, LLC 3,673 $1.06M 1.4% -2 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 3,668 $1.06M 1.1% 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 3,666 $1.06M 0.72% -30 13F-HR Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 3,658 $1.06M 0.25% new 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 3,637 $1.05M 0.25% +1,091 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 3,625 $1.05M 0.06% +209 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 3,622 $1.05M 0.6% +200 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 3,617 $1.05M 0.03% +22 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 3,616 $1.05M 0.83% new 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 3,610 $1.05M 0.38% +188 13F-HR Timeline Fortune 45 LLC More: the full row for Fortune 45 LLC 3,594 $1.04M 0.68% +20 13F-HR Timeline