RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 13,296 $2.25M 1.68% 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 13,262 $2.25M 1.9% 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 13,228 $2.24M <0.01% +1 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 13,228 $2.24M 0.18% +322 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 13,191 $2.23M 0.1% -454 13F-HR Timeline Forefront Analytics, LLC More: the full row for Forefront Analytics, LLC 13,154 $2.23M 1.04% +5,085 13F-HR Timeline Alamar Capital Management, LLC More: the full row for Alamar Capital Management, LLC 12,998 $2.2M 1.2% +2,365 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 12,891 $2.18M 0.2% -169 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 12,762 $2.18M 1.08% 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 12,434 $2.18M 0.01% new 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 12,873 $2.18M 1.17% -21 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 12,872 $2.18M 0.14% +608 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 12,868 $2.18M 0.4% -433 13F-HR/A Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 12,807 $2.17M 1.24% +3,097 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 12,239 $2.17M 0.6% +10,357 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 12,782 $2.16M 1% -1,555 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 12,757 $2.16M 0.18% +1 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 12,748 $2.16M 0.74% -82 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 12,716 $2.15M 0.2% +4,257 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 12,711 $2.15M 0.59% -384 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 12,696 $2.15M 3.47% -711 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 12,603 $2.13M 2.12% 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 12,557 $2.13M 2.9% -529 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 12,542 $2.12M 0.18% -20,312,597 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 12,514 $2.12M 0.45% 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 12,448 $2.11M 0.33% +156 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 12,434 $2.11M 0.61% +11 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 12,431 $2.1M 0.13% +29 13F-HR Timeline Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 12,386 $2.1M 1.43% -398 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 12,320 $2.09M 1.44% +1,609 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 12,320 $2.09M 1.97% 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 12,308 $2.08M 0.16% +4,244 13F-HR Timeline Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 12,305 $2.08M 1.23% +53 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 12,302 $2.08M 0.27% -731 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 12,297 $2.08M 0.14% +128 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 12,294 $2.08M 0.06% -1,426 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 12,262 $2.08M 0.31% +109 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 12,255 $2.07M 0.84% +80 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 12,218 $2.07M 0.21% +15 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 11,864 $2.05M 0.8% 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 12,040 $2.04M 0.89% +110 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 11,995 $2.03M 0.11% +138 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 11,936 $2.02M 0.05% 0 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 11,920 $2.02M 2.08% 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 11,862 $2.01M 0.55% -272 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 11,849 $2.01M 0.16% -793 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 11,824 $2M 0.07% -145 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 11,814 $2M 2.91% -283 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 11,797 $2M 1.76% 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 11,759 $1.99M 0.05% -875 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 11,260 $1.99M 0.09% -4,570 13F-HR Timeline Group Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 11,666 $1.98M 1.48% -3,103 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 11,659 $1.97M 0.83% +349 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 11,600 $1.96M <0.01% -4,700 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 11,534 $1.95M 0.17% +375 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 11,467 $1.94M 0.43% -38 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 11,437 $1.94M 1.52% 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 11,405 $1.93M 1.55% 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 11,325 $1.92M 0.08% 0 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 11,317 $1.92M 0.02% -2,532 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 11,310 $1.91M 0.08% +2,747 13F-HR/A Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 11,289 $1.91M 0.77% -256 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 11,259 $1.91M 0.03% +826 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 11,244 $1.9M 0.4% +6,713 13F-HR/A Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 11,238 $1.9M 1.62% -174 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 11,234 $1.9M 1.44% 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 11,249 $1.89M 0.45% -235 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 11,080 $1.88M 0.16% -40 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 11,069 $1.87M 0.47% +4,732 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 11,064 $1.87M 1% -1,902 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 11,045 $1.87M 0.09% +33 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 11,007 $1.86M 0.16% +1,148 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 10,998 $1.86M 1.24% 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 10,916 $1.85M 0.03% -1,038 13F-HR Timeline Group Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 10,851 $1.84M 0.21% -1,288 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 10,793 $1.83M 0.06% +1,050 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 10,729 $1.82M 0.07% -2 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 10,702 $1.81M 0.58% +330 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 10,685 $1.81M 0.15% 0 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 10,677 $1.81M 1.95% -458 13F-HR Timeline BENNINGFIELD FINANCIAL ADVISORS, LLC More: the full row for BENNINGFIELD FINANCIAL ADVISORS, LLC 10,644 $1.8M 1.76% 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 10,618 $1.8M 0.08% -475 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 10,610 $1.8M 0.29% -5,203 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 10,557 $1.79M 0.61% -23 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 10,553 $1.79M 0.41% +62 13F-HR Timeline Broadleaf Partners, LLC More: the full row for Broadleaf Partners, LLC 10,515 $1.78M 0.42% -329 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 10,499 $1.78M 0.13% +366 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 10,454 $1.77M 1.07% +331 13F-HR Timeline American Trust More: the full row for American Trust 10,340 $1.75M 0.13% +3,884 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 10,330 $1.75M 0.67% 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 10,322 $1.75M 0.11% 0 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 10,310 $1.75M 0.47% -5,305 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 10,294 $1.74M 0.22% -184 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 10,263 $1.74M 0.35% 0 13F-HR Timeline Maxwell Wealth Strategies Inc. More: the full row for Maxwell Wealth Strategies Inc. 10,247 $1.73M 0.71% 0 13F-HR Timeline Clarity Capital Partners LLC More: the full row for Clarity Capital Partners LLC 10,246 $1.73M 0.9% +1,362 13F-HR Timeline MASSACHUSETTS FINANCIAL SERVICES CO /MA/ in group MASSACHUSETTS FINANCIAL SERVI… More: the full row for MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 10,239 $1.73M <0.01% +8,091 13F-HR Timeline Group Alpha Zero LLC More: the full row for Alpha Zero LLC 10,180 $1.72M 1.32% 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 10,175 $1.72M 1.22% +1,655 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 10,174 $1.72M 1.02% -1,615 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 10,159 $1.72M 0.21% +3,186 13F-HR Timeline Sensible Financial Planning & Managemen… More: the full row for Sensible Financial Planning & Management, LLC. 10,145 $1.72M 0.36% -1,717 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 10,129 $1.71M 0.08% +2,076 13F-HR Timeline Group PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 10,108 $1.71M 0.99% -737 13F-HR Timeline Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 10,082 $1.71M 1.71% +6,920 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 9,655 $1.71M 0.78% 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 10,077 $1.71M 0.16% +734 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 10,070 $1.7M 0.45% +1,476 13F-HR Timeline CAMBIAR INVESTORS LLC More: the full row for CAMBIAR INVESTORS LLC 10,058 $1.7M 0.07% +6,814 13F-HR Timeline Lane & Associates LLC More: the full row for Lane & Associates LLC 9,610 $1.7M 0.88% +981 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 10,018 $1.7M <0.01% 0 13F-HR/A Timeline Group Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 9,996 $1.69M 0.04% -151 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 9,996 $1.69M 0.24% +55 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 9,982 $1.69M 1.5% 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 9,971 $1.69M 1.17% 0 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 9,931 $1.68M 0.16% +392 13F-HR/A Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 9,916 $1.68M 0.22% 0 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 9,911 $1.68M 0.18% +867 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 9,909 $1.68M 0.04% -247 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 9,876 $1.67M 0.03% -227 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 9,876 $1.67M 0.08% +15 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 9,865 $1.67M 1.31% +4 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 9,852 $1.67M 0.81% -2,253 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 9,848 $1.67M 0.53% -148 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 9,822 $1.66M 0.58% -417 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 9,775 $1.65M 0.12% +341 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 9,711 $1.64M 0.59% +217 13F-HR Timeline GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 9,703 $1.64M 0.37% +337 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 9,695 $1.64M 0.37% +74 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 9,652 $1.63M 1.22% +236 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 9,637 $1.63M 0.05% 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 9,613 $1.63M 0.16% -61 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 9,549 $1.63M 0.29% -388 13F-HR Timeline ROFFMAN MILLER ASSOCIATES INC /PA/ More: the full row for ROFFMAN MILLER ASSOCIATES INC /PA/ 9,602 $1.63M 0.1% +586 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 9,585 $1.62M 0.02% +512 13F-HR Timeline Group High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 9,560 $1.62M 0.45% +2,700 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 9,567 $1.62M 0.94% 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 9,537 $1.61M 0.01% -61,390 13F-HR Timeline Group Charis Legacy Partners, LLC More: the full row for Charis Legacy Partners, LLC 9,524 $1.61M 3.29% 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 9,537 $1.61M 0.15% +1,168 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 9,489 $1.61M 0.06% +1,327 13F-HR Timeline Group Tillman Hartley LLC More: the full row for Tillman Hartley LLC 9,481 $1.61M 0.46% +7,598 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 9,479 $1.6M 0.01% +2,977 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 9,451 $1.6M 0.09% +4,207 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 9,380 $1.59M 0.27% 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 9,360 $1.58M 1.08% +1,316 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 9,310 $1.58M 0.23% +3,055 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 9,304 $1.58M 0.62% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 9,300 $1.57M 0.29% +1,165 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 9,289 $1.57M 0.28% -874 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 9,262 $1.57M 1% 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 9,270 $1.57M 0.49% +26 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 9,239 $1.56M 0.19% -40 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 9,222 $1.56M 0.35% +173 13F-HR Timeline Merriman Wealth Management, LLC More: the full row for Merriman Wealth Management, LLC 9,207 $1.56M 0.06% +640 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 9,229 $1.55M 0.3% -306 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 9,090 $1.54M 0.11% 0 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 9,066 $1.53M 1.41% 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 9,069 $1.53M 1.48% 13F-HR Timeline Fortune 45 LLC More: the full row for Fortune 45 LLC 9,058 $1.53M 1% new 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 9,047 $1.53M 0.07% 0 13F-HR Timeline Salus Financial Advisors, LLC More: the full row for Salus Financial Advisors, LLC 9,025 $1.53M 1.2% 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 8,999 $1.52M 0.72% -1,491 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 8,996 $1.52M 0.2% +672 13F-HR Timeline Executive Wealth Management, LLC More: the full row for Executive Wealth Management, LLC 8,942 $1.51M 0.12% -55 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 8,933 $1.51M 0.44% -1,093 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 8,908 $1.51M 1.04% 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 8,878 $1.5M 0.44% -943 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 8,868 $1.5M 0.01% +148 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 8,751 $1.48M 0.04% +609 13F-HR Timeline Kelman-Lazarov, Inc. 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