XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 12,078 $5.29M 1.8% 0 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 11,009 $5.28M 0.55% -94 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 10,979 $5.27M 0.04% -17 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 10,975 $5.26M 0.34% +946 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 10,934 $5.24M 0.35% +1,496 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 10,870 $5.21M 1.93% +235 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 10,819 $5.19M 0.17% +3,161 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 10,812 $5.19M 1.24% +1,309 13F-HR Timeline City State Bank More: the full row for City State Bank 10,809 $5.18M 1.5% +538 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 10,786 $5.17M 1.45% +1,171 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 10,760 $5.16M 0.12% +994 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 10,699 $5.13M 2.38% +1,198 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 10,688 $5.13M 2.5% +66 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 10,675 $5.12M 0.25% +127 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 10,675 $5.12M 0.94% +145 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 10,666 $5.12M 1.05% -960 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 10,594 $5.08M 1.4% +1,019 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 33,209 $5.08M 2.13% -9,235 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 10,582 $5.08M 3.52% -479 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 10,552 $5.06M 1.87% +8,189 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 10,506 $5.04M 2.41% -135 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 10,503 $5.04M 1.82% -177 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 10,493 $5.03M 0.44% -214 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 10,471 $5.02M 2.26% +9,975 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 10,452 $5.01M 2.07% +575 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 10,447 $5.01M 0.06% -223 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 10,374 $4.98M 2.77% +210 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 10,363 $4.98M 0.23% +101 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 10,315 $4.95M 0.85% -387 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 10,212 $4.9M 0.07% -238 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 10,260 $4.88M 3.13% -835 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 10,174 $4.88M 0.36% +598 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 10,159 $4.87M 4.49% -343 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 10,146 $4.87M 1.31% -345 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 10,141 $4.86M 0.8% +53 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 10,131 $4.86M 0.65% +723 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 10,125 $4.86M 0.13% +9 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 10,096 $4.84M <0.01% -6,254 13F-HR Timeline Group ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 10,078 $4.83M 0.89% +57 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 10,075 $4.83M 3.23% +629 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 10,066 $4.83M 0.1% +95 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 10,060 $4.83M 0.17% +32 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 10,047 $4.82M 0.1% -820 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 10,041 $4.82M 0.82% -1,104 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 10,025 $4.81M 2.32% -261 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 10,025 $4.81M 0.54% -985 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 9,989 $4.79M 0.34% +179 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 9,935 $4.77M 1.96% +294 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 9,924 $4.76M 0.58% +430 13F-HR/A Timeline Group Latko Wealth Management, Ltd. More: the full row for Latko Wealth Management, Ltd. 9,902 $4.75M 2.41% -1,377 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 10,868 $4.73M 0.75% new 13F-HR/A Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 9,840 $4.72M 0.56% new 13F-HR Timeline Group Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 9,765 $4.68M 2.42% +31 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 9,746 $4.67M 0.01% new 13F-HR Timeline Group SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 9,741 $4.67M 2.66% -44 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 9,736 $4.67M 0.37% -435 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 9,699 $4.65M 0.36% +212 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 9,673 $4.64M 0.37% -52 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 9,279 $4.63M 0.8% +1,342 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 9,574 $4.59M 1.64% +194 13F-HR Timeline Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 9,500 $4.56M 2.05% -400 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 9,411 $4.51M 0.28% -842 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 9,392 $4.5M 0.17% -233 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 9,390 $4.5M 1.55% 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 9,342 $4.48M 0.18% +211 13F-HR Timeline Group NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 9,300 $4.46M 0.33% 0 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 9,297 $4.46M 0.3% +86 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 9,285 $4.46M 0.1% -2,049 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 9,267 $4.44M 0.33% +3,271 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 8,825 $4.43M +1,007 Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 9,227 $4.43M 0.14% -2,543 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 9,191 $4.41M 0.3% -98 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 9,176 $4.4M 0.23% +439 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 9,141 $4.39M 0.8% +2,340 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 9,127 $4.38M 1.13% +426 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 9,097 $4.36M 0.71% -113 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 9,031 $4.33M 1.16% -565 13F-HR Timeline Fort Vancouver Investment Management, L… More: the full row for Fort Vancouver Investment Management, LLC 8,970 $4.3M 2.39% -108 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 8,903 $4.27M 0.64% -182 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 8,902 $4.27M <0.01% -806 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 8,899 $4.27M 0.46% +49 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 8,888 $4.26M 0.26% 0 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 8,868 $4.25M 1.91% -73 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 8,825 $4.23M 0.84% -177 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 8,818 $4.23M 0.24% -141 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 8,799 $4.22M 0.49% -33 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 8,803 $4.22M 0.12% +382 13F-HR Timeline ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 8,802 $4.22M 2.05% -23 13F-HR Timeline Covington Investment Advisors Inc. More: the full row for Covington Investment Advisors Inc. 8,712 $4.18M 0.55% +178 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 8,699 $4.17M 1.19% +550 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 8,682 $4.16M 0.48% -714 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 8,669 $4.16M 1.06% +457 13F-HR Timeline Torray Investment Partners LLC More: the full row for Torray Investment Partners LLC 8,658 $4.15M 0.56% new 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 8,640 $4.14M 2.51% +1,359 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 8,618 $4.13M 0.05% +3,079 13F-HR Timeline Group National Philanthropic Trust More: the full row for National Philanthropic Trust 8,583 $4.12M 0.05% +6 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 8,537 $4.09M 1.9% -25 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 8,507 $4.08M 2.82% +206 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 8,475 $4.06M 0.13% -371 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 8,408 $4.03M 0.4% +869 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 8,341 $4.02M 0.73% +215 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 8,372 $4.02M 0.25% +140 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 8,361 $4.01M 2.55% +928 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 8,353 $4.01M 0.58% -3,932 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 8,353 $4.01M 0.17% +4 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 8,302 $3.98M 0.99% -3,635 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 8,285 $3.97M 0.16% +40 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 8,281 $3.97M 2.4% -5 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 8,254 $3.96M 1.14% +953 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 8,230 $3.95M 2.27% -51 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 8,224 $3.94M 0.98% -63 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 8,214 $3.94M 0.47% +1 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 8,219 $3.94M 0.18% +2,096 13F-HR Timeline Group Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 8,276 $3.94M 0.52% +562 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 8,157 $3.93M 0.08% 0 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 7,942 $3.92M 1.71% -286 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 8,139 $3.9M 0.26% +100 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 8,102 $3.89M 1.38% -216 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 8,097 $3.88M 0.87% -183 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 8,094 $3.88M 2.27% +329 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 8,084 $3.88M 0.32% +1,787 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 8,075 $3.87M 1.07% -1 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 8,052 $3.86M 2.03% -121 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 8,003 $3.84M 0.3% -16 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 7,954 $3.82M 0.05% +88 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 7,911 $3.79M 1.03% +474 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 7,909 $3.79M 0.09% +154 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 7,905 $3.79M 0.22% 0 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 7,836 $3.76M 0.5% +4 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 7,808 $3.74M 0.24% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 7,766 $3.72M 0.06% +503 13F-HR Timeline Group Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 7,726 $3.71M 0.62% -134 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 7,712 $3.7M 0.06% +2,027 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 7,710 $3.7M 0.39% -1,483 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 7,691 $3.69M 2.02% +74 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 7,681 $3.68M 1.43% -57 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 7,675 $3.68M 0.23% +168 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 7,668 $3.68M 1.38% +704 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 7,645 $3.67M 2.9% -2,262 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 7,590 $3.64M 0.39% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Smithfield Trust Co More: the full row for Smithfield Trust Co 7,584 $3.64M 0.16% +1,244 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 7,573 $3.63M 0.31% +18 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 7,569 $3.63M 0.05% +20 13F-HR Timeline Group RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 7,547 $3.62M 1.6% +667 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 7,535 $3.61M 3.14% +408 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 7,484 $3.59M 0.16% +14 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 7,454 $3.58M 0.41% 0 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 7,445 $3.57M 2.35% -255 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 7,423 $3.56M 0.47% +18 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 7,410 $3.55M 0.05% +67 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 7,400 $3.55M 0.17% +138 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 7,368 $3.53M 2.62% -275 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 7,351 $3.53M 0.67% +296 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 7,326 $3.51M 0.2% -499 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 7,318 $3.51M 0.07% -6,077 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 7,238 $3.47M 0.05% -5 13F-HR Timeline Group DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 7,234 $3.47M 0.12% -336 13F-HR Timeline ArchPoint Investors More: the full row for ArchPoint Investors 7,220 $3.47M 0.95% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 7,217 $3.46M 0.37% -3 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 7,129 $3.42M 0.3% +31 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 7,092 $3.4M 0.38% -124 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 7,068 $3.39M 0.14% -146 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 7,032 $3.39M 0.76% -709 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 7,041 $3.38M 3.21% +4,978 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 7,040 $3.38M 0.32% 0 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 7,013 $3.36M 0.25% +148 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 6,917 $3.32M 0.08% -135 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 6,907 $3.31M 1.9% -45 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 6,884 $3.3M 1.98% +984 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 6,878 $3.3M 1% +502 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 6,864 $3.3M 0.04% -60 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 6,867 $3.29M 0.67% -17 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 6,836 $3.28M 0.03% 0 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. 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