Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 26,248 $2.26M 0.05% +21,873 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 26,170 $2.25M 0.56% new 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 26,174 $2.25M 0.64% +21,685 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 26,097 $2.25M 0.28% +21,625 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 25,998 $2.24M 0.13% +21,665 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 25,975 $2.24M 0.83% +21,493 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 26,832 $2.24M 0.17% -268 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 25,922 $2.23M 0.67% +21,643 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 25,906 $2.23M 0.39% +21,492 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 25,817 $2.22M 0.45% +21,517 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 25,806 $2.22M 0.11% +21,505 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 25,788 $2.22M 0.13% +20,922 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 25,764 $2.22M 0.06% +22,133 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 25,728 $2.22M 0.09% +21,422 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 25,671 $2.21M 0.84% +21,409 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 25,658 $2.21M 0.21% +21,175 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 25,638 $2.21M 0.09% +21,369 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 25,611 $2.21M 1.03% +21,344 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 25,606 $2.21M 1.64% +21,245 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 25,518 $2.2M 0.11% +20,166 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 25,500 $2.2M 0.46% +21,767 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 25,776 $2.2M 0.52% +21,578 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 25,466 $2.19M 0.35% +21,147 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 5,020 $2.19M 0.27% 0 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 25,410 $2.19M <0.01% +21,391 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 25,180 $2.17M 0.52% +20,987 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 25,104 $2.16M 0.62% 0 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 25,098 $2.16M 0.91% +20,907 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 24,887 $2.16M 0.02% +20,739 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 25,028 $2.16M 0.77% +20,828 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 24,987 $2.15M 0.42% +20,823 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 24,984 $2.15M 0.52% +21,060 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 24,911 $2.15M 0.42% +20,759 13F-HR Timeline DeLarme Wealth Management, Inc. More: the full row for DeLarme Wealth Management, Inc. 24,866 $2.14M 1.24% +20,689 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 24,859 $2.14M 1.5% +20,668 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 24,741 $2.13M 1.34% +20,635 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 24,679 $2.13M 0.91% +20,449 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 24,546 $2.11M 0.08% +20,482 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 24,504 $2.11M 0.18% +19,491 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 24,407 $2.1M 0.01% +20,283 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 24,421 $2.1M 0.51% +20,236 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 24,375 $2.1M 0.33% +20,312 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 24,312 $2.09M 0.17% +20,221 13F-HR Timeline MW ADVISORY, LLC More: the full row for MW ADVISORY, LLC 24,288 $2.09M 0.84% 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 24,284 $2.09M 0.1% +20,528 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 24,201 $2.08M 0.27% +20,055 13F-HR Timeline SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 24,152 $2.08M 0.87% +20,156 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 23,964 $2.06M 0.1% +19,970 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 23,942 $2.06M 0.12% +20,062 13F-HR Timeline CBM Financial, LLC More: the full row for CBM Financial, LLC 24,178 $2.06M 1.23% -1,403 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 23,880 $2.06M 1.51% +19,866 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 23,852 $2.05M 0.01% +20,063 13F-HR Timeline NorthLanding Financial Partners, LLC More: the full row for NorthLanding Financial Partners, LLC 23,722 $2.04M 1.41% +19,760 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 23,699 $2.04M 0.26% +19,560 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 23,384 $2.04M 0.11% -183 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 23,639 $2.04M 0.31% +19,704 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 23,514 $2.03M 0.24% +19,849 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 23,504 $2.02M 0.03% +19,048 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 23,478 $2.02M 0.24% +19,562 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 23,450 $2.02M 1.2% +19,607 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 23,424 $2.02M 0.02% +19,114 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 23,414 $2.02M 0.3% +19,016 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 23,391 $2.01M 0.05% +19,660 13F-HR Timeline Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 23,388 $2.01M 0.55% +19,721 13F-HR Timeline Winslow Capital Management, LLC More: the full row for Winslow Capital Management, LLC 23,347 $2.01M 0.01% +17,381 13F-HR Timeline Kroeger Financial Partners More: the full row for Kroeger Financial Partners 23,312 $2.01M 1.94% 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 23,237 $2M 0.29% +19,346 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 23,208 $2M 0.25% +19,343 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 23,193 $2M 0.92% +19,390 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 23,186 $2M 0.51% +19,363 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 23,167 $2M 0.17% +19,306 13F-HR Timeline WESTFIELD CAPITAL MANAGEMENT CO LP More: the full row for WESTFIELD CAPITAL MANAGEMENT CO LP 23,166 $2M 0.01% +20,723 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 23,064 $1.99M 0.13% +19,220 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 23,053 $1.99M 0.71% +19,265 13F-HR Timeline Yelin Lapidot Holdings Management Ltd. in group Yelin Lapidot Holdings Manage… More: the full row for Yelin Lapidot Holdings Management Ltd. 23,010 $1.98M 0.38% +19,175 13F-HR Timeline Group VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 23,003 $1.98M 0.11% +19,346 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 22,983 $1.98M 0.49% +19,185 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 22,919 $1.97M 0.97% +19,451 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 22,782 $1.96M <0.01% +18,985 13F-HR Timeline Group Western Reserve Capital Management, LLC More: the full row for Western Reserve Capital Management, LLC 22,768 $1.96M 1.45% +19,062 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 22,766 $1.96M 0.7% +19,030 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 22,749 $1.96M 0.12% +18,778 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 22,709 $1.96M 0.35% +19,095 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 22,697 $1.96M 0.06% +19,336 13F-HR/A Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 22,665 $1.95M 0.24% +14,373 13F-HR/A Timeline SFM, LLC More: the full row for SFM, LLC 22,662 $1.95M 1% +18,683 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 22,654 $1.95M 0.31% +18,857 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 22,637 $1.95M 0.12% +18,528 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 22,599 $1.95M 0.05% +19,030 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 22,582 $1.95M 0.47% +18,755 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 22,526 $1.94M 0.22% +18,222 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 22,503 $1.94M 0.67% +18,715 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 22,487 $1.94M 0.35% +18,737 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 22,433 $1.93M 0.31% +18,833 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 22,427 $1.93M 0.82% +18,687 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 22,414 $1.93M 0.1% +18,068 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 22,287 $1.92M 0.94% +18,584 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 22,490 $1.92M 0.22% +2,002 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 22,234 $1.92M 0.59% +18,530 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 22,102 $1.9M 0.23% +18,420 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 21,822 $1.88M 0.42% +17,429 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 21,802 $1.88M 0.35% +18,252 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 21,939 $1.88M <0.01% +18,879 13F-HR Timeline Group AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 21,734 $1.87M 0.87% +18,091 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 21,714 $1.87M 0.03% +17,850 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 21,699 $1.87M 0.28% +20,479 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 21,651 $1.87M 0.18% +17,687 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 21,637 $1.86M 0.34% +17,822 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 21,590 $1.86M 0.39% +18,123 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 21,501 $1.85M 1.08% +18,148 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 20,880 $1.85M 0.69% +20,144 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 21,476 $1.85M 0.02% +18,157 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 21,465 $1.85M 0.32% +18,476 13F-HR Timeline Investments & Financial Planning, LLC More: the full row for Investments & Financial Planning, LLC 21,440 $1.85M 0.87% +17,871 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 21,350 $1.84M 0.98% new 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 21,081 $1.82M 0.72% +17,306 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 20,972 $1.81M 0.02% +17,509 13F-HR Timeline Group ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 20,954 $1.8M 1.08% +17,461 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 20,952 $1.8M 0.32% +17,432 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 20,902 $1.8M 0.41% +17,420 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 20,899 $1.8M 0.81% +17,570 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 20,834 $1.79M 0.12% +18,088 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 20,803 $1.79M 0.46% +17,324 13F-HR Timeline Zinnia Wealth Advisory, LLC More: the full row for Zinnia Wealth Advisory, LLC 20,787 $1.79M 1.83% +14,218 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 20,715 $1.78M 0.68% +17,264 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 20,688 $1.78M 0.17% +17,240 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 20,624 $1.78M 1.95% +16,778 13F-HR Timeline Donalies Financial Planning, LLC More: the full row for Donalies Financial Planning, LLC 20,612 $1.78M 1.31% +17,157 13F-HR Timeline McAlister, Sweet & Associates, Inc. More: the full row for McAlister, Sweet & Associates, Inc. 20,525 $1.77M 0.94% +17,224 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 20,488 $1.76M 0.06% +17,728 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 20,481 $1.76M 0.32% +16,967 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 20,475 $1.76M 0.27% +17,033 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 20,427 $1.76M 0.57% +18,195 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 20,394 $1.76M 0.15% +16,961 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 20,372 $1.75M 0.06% new 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 20,359 $1.75M 0.21% +17,013 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 20,358 $1.75M 0.77% +16,908 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 20,323 $1.75M 0.35% +16,846 13F-HR Timeline Timbuktu Capital Management, LLC More: the full row for Timbuktu Capital Management, LLC 20,320 $1.75M 2.63% 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 20,301 $1.75M 0.18% +16,648 13F-HR/A Timeline GRANVILLE CAPITAL, INC. More: the full row for GRANVILLE CAPITAL, INC. 20,289 $1.75M 0.78% +16,778 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 20,268 $1.75M 0.09% +2,970 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 20,153 $1.74M 0.11% +14,190 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 20,050 $1.73M 0.69% +17,183 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 19,896 $1.71M 0.1% +16,580 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 19,838 $1.71M 0.33% +16,497 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 19,827 $1.71M 0.6% +17,119 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 19,807 $1.71M 0.67% +16,619 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 19,706 $1.7M 0.23% +16,380 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 19,696 $1.7M 0.2% +16,462 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 19,586 $1.69M 0.2% +16,112 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 19,539 $1.68M 0.18% +16,280 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 19,526 $1.68M 0.06% +15,710 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 19,507 $1.68M 0.54% +16,256 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 19,456 $1.68M 0.03% +16,462 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 19,343 $1.67M 0.08% +16,057 13F-HR Timeline Northwest Wealth Advisors, LLC More: the full row for Northwest Wealth Advisors, LLC 19,394 $1.67M 0.96% +16,343 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 19,385 $1.67M 0.4% +16,570 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 19,382 $1.67M 0.14% +15,898 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 19,346 $1.67M 0.49% +16,090 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 19,320 $1.66M 0.17% +16,176 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 19,298 $1.66M 0.77% +16,041 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 19,236 $1.66M 0.01% +16,030 13F-HR Timeline Group CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 19,219 $1.66M 0.29% +15,941 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 19,101 $1.65M 0.59% +15,992 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 19,098 $1.65M 0.1% +15,915 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 19,063 $1.64M 0.16% +14,241 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 19,056 $1.64M 0.44% +15,948 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 19,056 $1.64M 0.13% +15,886 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 19,038 $1.64M 0.32% +15,826 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 18,984 $1.64M 0.14% 13F-HR Timeline Group Maloon Powers Pitre Higgins & Dennehy, … More: the full row for Maloon Powers Pitre Higgins & Dennehy, LLC 18,972 $1.63M 0.56% 13F-HR Timeline Graetz Wealth LLC More: the full row for Graetz Wealth LLC 18,971 $1.63M 1.3% +15,541 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 18,912 $1.63M 0.53% +15,760 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 18,881 $1.63M 0.55% +15,734 13F-HR Timeline SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 18,237 $1.63M 0.37% +14,588 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 18,831 $1.62M 0.58% +15,186 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 18,828 $1.62M 0.55% +15,675 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 18,811 $1.62M 0.01% +4,094 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 18,723 $1.61M 0.65% +14,224 13F-HR Timeline Team Hewins, LLC More: the full row for Team Hewins, LLC 18,708 $1.61M 0.44% +15,590 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 18,660 $1.61M 0.22% +15,830 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 19,248 $1.61M 0.16% +16,026 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 18,650 $1.61M 0.2% +16,029 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 18,563 $1.6M 0.13% +15,272 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 18,548 $1.6M 0.34% +14,919 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 18,447 $1.59M 0.6% +13,929 13F-HR Timeline Goodwin Investment Advisory More: the full row for Goodwin Investment Advisory 18,416 $1.59M 3.19% +15,323 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 18,297 $1.58M 0.18% +15,247 13F-HR Timeline Del-Sette Capital Management, LLC More: the full row for Del-Sette Capital Management, LLC 18,268 $1.57M 0.92% +15,213 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 18,174 $1.57M 0.4% +14,947 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 18,150 $1.56M 0.58% +15,128 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 18,082 $1.56M 0.04% +14,735 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 18,051 $1.55M 0.14% +14,976 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 18,009 $1.55M 0.48% +16,070 13F-HR Timeline DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 18,000 $1.55M 0.71% 0 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 18,002 $1.55M 0.27% +15,012 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 17,717 $1.55M 0.91% +14,708 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 17,943 $1.55M 0.04% +15,026 13F-HR Timeline Bull Oak Capital, LLC More: the full row for Bull Oak Capital, LLC 17,886 $1.54M 0.51% +14,905 13F-HR Timeline