GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 4,510 $2.2M 0.09% +179 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 4,493 $2.19M 0.88% -124 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 4,486 $2.19M 0.15% +1,786 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 4,496 $2.18M 0.19% +655 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 4,471 $2.18M 0.23% -80 13F-HR Timeline ALLSTREET CAPITAL ADVISORS LLC More: the full row for ALLSTREET CAPITAL ADVISORS LLC 4,469 $2.18M 1.58% 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 4,453 $2.17M 1.84% 0 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 4,452 $2.17M <0.01% -623 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 4,446 $2.17M 0.87% +42 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 4,438 $2.17M 0.44% +313 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 4,430 $2.16M 0.04% 0 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 4,413 $2.15M 1.48% -90 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 4,392 $2.14M 0.31% -34 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 4,372 $2.13M 0.3% +260 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 4,351 $2.12M 0.23% -315 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 4,349 $2.12M 0.24% -89 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 4,343 $2.12M 1.31% 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 4,337 $2.12M 0.44% -5 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 4,317 $2.11M 0.05% +64 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 4,301 $2.1M 0.11% +6 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 4,298 $2.1M 0.46% -105 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 4,284 $2.09M 0.09% +15 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 4,281 $2.09M 0.56% +686 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 4,274 $2.09M 0.31% 0 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 4,267 $2.08M 1.08% +1 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 4,218 $2.06M 0.69% -79 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 4,216 $2.06M 0.74% -155 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 4,209 $2.05M 0.62% -92 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 4,207 $2.05M 0.49% +151 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 4,204 $2.05M 0.93% +26 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 4,203 $2.05M 0.87% -80 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 4,201 $2.05M 1.5% -2 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,201 $2.05M 0.14% +630 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 4,198 $2.05M 0.7% 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 4,197 $2.05M 0.54% +1 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 4,193 $2.05M 0.56% +134 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 4,189 $2.04M 0.55% -73 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 4,175 $2.04M 0.09% +343 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 4,161 $2.03M 0.82% +542 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 4,154 $2.03M 2.32% -66 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 4,147 $2.02M 0.03% +2 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 4,146 $2.02M 0.31% +90 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 4,144 $2.02M <0.01% +105 13F-HR Timeline Group CBM Financial, LLC More: the full row for CBM Financial, LLC 4,349 $2.01M 1.37% 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 4,089 $1.99M 0.12% +165 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 4,088 $1.99M 0.26% -86 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 4,086 $1.99M 0.18% -2 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 4,080 $1.99M 0.03% +1 13F-HR Timeline Group FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 4,069 $1.99M 0.03% +102 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 4,069 $1.99M 1.61% -4 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 4,063 $1.98M 0.41% +1 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,056 $1.98M 0.1% -435 13F-HR Timeline NorthLanding Financial Partners, LLC More: the full row for NorthLanding Financial Partners, LLC 4,052 $1.98M 1.59% -63 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 4,045 $1.97M 0.05% +1,354 13F-HR Timeline Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 4,020 $1.96M 1.21% +63 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SFM, LLC d/b/a Sweeney Financial Adviso… More: the full row for SFM, LLC d/b/a Sweeney Financial Advisors 4,019 $1.96M 1.15% 0 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 4,018 $1.96M 0.58% 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 4,011 $1.96M 0.13% -1 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 4,006 $1.95M 0.01% -978 13F-HR Timeline SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 4,003 $1.95M 0.9% +27 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 3,995 $1.95M 0.06% -28 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 3,994 $1.95M 0.11% -3 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 3,982 $1.94M 0.58% +64 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 3,981 $1.94M 0.47% 0 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 3,979 $1.94M 1.33% +181 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 3,944 $1.92M 0.32% -1,634 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 3,937 $1.92M 1.23% -210 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 3,925 $1.91M 1.07% -10 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 3,912 $1.91M 0.27% +10 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 3,904 $1.9M 0.88% -136 13F-HR Timeline Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 3,888 $1.9M 0.58% +71 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 3,888 $1.9M 0.31% -7 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 3,873 $1.89M 0.05% new 13F-HR Timeline Group IFC Advisors LLC More: the full row for IFC Advisors LLC 3,865 $1.89M 0.28% -158 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 3,844 $1.88M 0.14% 0 13F-HR Timeline Prosperity Financial Group, Inc. group of 2 filers holding More: the full row for Prosperity Financial Group, Inc. 3,841 $1.87M +317 Timeline Yelin Lapidot Holdings Management Ltd. in group Yelin Lapidot Holdings Manage… More: the full row for Yelin Lapidot Holdings Management Ltd. 3,835 $1.87M 0.37% 0 13F-HR Timeline Group RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 4,234 $1.87M 0.85% +31 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 3,828 $1.87M 0.34% -243 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 3,826 $1.87M 0.27% 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 3,818 $1.86M 0.69% -101 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 3,813 $1.86M 0.92% 0 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 3,818 $1.86M 0.54% -61 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 3,803 $1.86M 0.06% -1,124 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,802 $1.85M 0.07% -563 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 3,797 $1.85M <0.01% 0 13F-HR Timeline Group Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 3,789 $1.85M 0.06% -218 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 3,787 $1.85M 0.24% -567 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 3,775 $1.84M 0.33% +11 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 3,758 $1.83M 0.06% +286 13F-HR Timeline Goodwin Investment Advisory More: the full row for Goodwin Investment Advisory 3,757 $1.83M 2.01% +183 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 3,750 $1.83M 0.39% +117 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 3,741 $1.83M <0.01% -235 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 3,739 $1.82M 0.92% +22 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 3,717 $1.82M 0.51% +1,244 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 3,723 $1.82M 0.24% +33 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 3,704 $1.81M 0.2% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 3,702 $1.81M 0.59% +3 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 3,695 $1.8M 0.8% +7 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 3,694 $1.8M 1.17% -941 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 3,691 $1.8M 0.27% -64 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 3,669 $1.79M 0.32% +207 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 3,661 $1.79M 0.69% -50 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 3,659 $1.79M 0.01% new 13F-HR Timeline Group ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 3,649 $1.78M 0.29% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 3,647 $1.78M 0.12% +533 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 3,647 $1.78M 0.47% +1,904 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 3,645 $1.78M 0.22% +267 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 3,643 $1.78M 0.89% 0 13F-HR Timeline Western Reserve Capital Management, LLC More: the full row for Western Reserve Capital Management, LLC 3,642 $1.78M 1.66% 13F-HR Timeline Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 3,638 $1.77M 0.44% 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 3,633 $1.77M 0.11% 0 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 3,626 $1.77M 0.1% +1,127 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 3,623 $1.77M 0.05% +529 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 3,623 $1.77M 0.3% -208 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 3,616 $1.76M 0.07% +1,333 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 3,604 $1.76M 0.34% -93 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 3,595 $1.75M 0.37% 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 3,589 $1.75M 0.44% +3 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 3,589 $1.75M 0.07% -506 13F-HR Timeline Investments & Financial Planning, LLC More: the full row for Investments & Financial Planning, LLC 3,583 $1.75M 0.94% -374 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 3,575 $1.74M 0.76% -372 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 3,566 $1.74M 0.89% +82 13F-HR Timeline SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 3,583 $1.74M 0.48% -386 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 3,561 $1.74M 0.57% +644 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 3,559 $1.74M 0.37% +90 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 3,553 $1.73M 0.96% 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 3,548 $1.73M 0.81% +246 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 3,535 $1.72M 0.09% -100 13F-HR Timeline DeLarme Wealth Management, Inc. More: the full row for DeLarme Wealth Management, Inc. 3,533 $1.72M 1.22% 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 3,528 $1.72M 0.05% -1,125 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 3,515 $1.71M 0.11% +425 13F-HR/A Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,485 $1.71M 0.12% -5,782 13F-HR Timeline GRANVILLE CAPITAL, INC. More: the full row for GRANVILLE CAPITAL, INC. 3,509 $1.71M 0.91% 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 3,493 $1.7M 0.33% -12 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 3,492 $1.7M 0.38% +136 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 3,482 $1.7M 0.25% +1,351 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 3,464 $1.69M 0.41% +86 13F-HR Timeline Grange Capital, LLC More: the full row for Grange Capital, LLC 3,453 $1.68M 1.62% -85 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 3,452 $1.68M 0.3% +831 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 3,448 $1.68M 0.19% -703 13F-HR Timeline Zinnia Wealth Advisory, LLC More: the full row for Zinnia Wealth Advisory, LLC 3,444 $1.68M 1.82% 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 3,434 $1.68M 0.51% +31 13F-HR/A Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 3,424 $1.67M 0.02% new 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 3,414 $1.67M 0.45% -628 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 3,414 $1.67M 2.47% -36,502 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 3,410 $1.66M 0.24% +16 13F-HR Timeline PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 3,402 $1.66M <0.01% +61 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 3,399 $1.66M 0.13% +80 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 3,395 $1.66M 0.03% -481 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,391 $1.65M 0.23% -85 13F-HR Timeline Donalies Financial Planning, LLC More: the full row for Donalies Financial Planning, LLC 3,385 $1.65M 1.41% 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 3,382 $1.65M 0.55% -185 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 3,368 $1.64M 0.11% -214 13F-HR Timeline Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 3,362 $1.64M 0.16% 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 3,361 $1.64M 0.39% +50 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 3,351 $1.63M 0.64% 0 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 3,347 $1.63M 0.06% -547 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 3,334 $1.63M 0.01% 0 13F-HR Timeline Group Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 3,328 $1.62M 0.15% +180 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 3,328 $1.62M 0.38% +1 13F-HR Timeline Cosner Financial Group, LLC More: the full row for Cosner Financial Group, LLC 3,326 $1.62M 0.83% -20 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 3,322 $1.62M 0.52% -1,349 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 3,319 $1.62M 0.42% 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 3,316 $1.62M 0.95% -29 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 3,315 $1.62M 0.17% +105 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 3,309 $1.61M 0.42% 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 3,309 $1.61M 0.13% +1,129 13F-HR Timeline Group TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 3,305 $1.61M 1.13% +325 13F-HR Timeline McAlister, Sweet & Associates, Inc. More: the full row for McAlister, Sweet & Associates, Inc. 3,299 $1.61M 1.22% -50 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 3,294 $1.61M 0.36% -111 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 3,291 $1.61M 0.7% +500 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 3,284 $1.6M 0.58% 0 13F-HR Timeline Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 3,280 $1.6M 0.16% -137 13F-HR Timeline Team Hewins, LLC More: the full row for Team Hewins, LLC 3,272 $1.6M 0.51% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 3,223 $1.59M 0.09% +405 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 3,256 $1.59M 0.2% -37 13F-HR/A Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 3,255 $1.59M 0.5% -109 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 3,228 $1.57M 0.42% 0 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 3,205 $1.56M 0.33% -259 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 3,194 $1.56M 0.37% +1 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 3,186 $1.55M 0.05% +46 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 3,183 $1.55M 0.1% -4,625 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 3,186 $1.55M 0.86% -82 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 3,172 $1.55M 0.05% -291 13F-HR Timeline Rather & Kittrell, Inc. 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