Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 4,379 $1.91M 0.34% -148 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 4,375 $1.91M 0.04% +58 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 4,361 $1.9M 1.71% +947 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 4,356 $1.9M 0.2% +5 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 4,349 $1.9M 0.14% +3,484 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 4,346 $1.9M 0.1% +1,123 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 4,333 $1.89M 0.12% +798 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 4,327 $1.89M 0.23% +1,675 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 4,319 $1.89M 0.36% +2,916 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 4,324 $1.89M 0.49% +131 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 4,310 $1.88M 0.03% +241 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 4,306 $1.88M 0.09% +131 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 4,304 $1.88M 0.25% -68 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 4,301 $1.88M 0.1% 0 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 4,300 $1.88M 0.4% +2 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 4,277 $1.87M 0.83% -19,095 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 4,279 $1.87M 0.71% +63 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 4,518 $1.87M 0.86% +284 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,226 $1.87M 0.13% +25 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 4,269 $1.86M 0.08% -15 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 4,267 $1.86M 1% 0 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 4,262 $1.86M 0.79% +59 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 4,240 $1.85M 0.83% +1,367 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 4,230 $1.85M 0.95% -654 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 4,227 $1.85M 0.73% +66 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 4,218 $1.84M 1.53% -1,506 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 4,148 $1.84M 0.02% -1,071 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 20,488 $1.84M 0.21% +15,497 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 4,200 $1.83M 0.73% -1,551 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 4,198 $1.83M 0.51% -701 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 4,193 $1.83M 0.49% +4 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 4,191 $1.83M 0.92% -13 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 4,191 $1.83M 1.54% -10 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 4,185 $1.83M 0.52% +3,655 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 4,178 $1.82M 0.61% +617 13F-HR Timeline DeLarme Wealth Management, Inc. More: the full row for DeLarme Wealth Management, Inc. 4,177 $1.82M 1.18% +644 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 4,166 $1.82M <0.01% +22 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 4,124 $1.82M 0.01% +118 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 4,164 $1.82M 0.41% -33 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 4,163 $1.82M 0.08% +2,492 13F-HR Timeline ALLSTREET CAPITAL ADVISORS LLC More: the full row for ALLSTREET CAPITAL ADVISORS LLC 4,158 $1.82M 1.34% -311 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 4,152 $1.81M 0.41% +171 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 4,146 $1.81M 0.26% +755 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 4,141 $1.81M 0.11% +52 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 4,139 $1.81M 0.27% -135 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 4,109 $1.79M 0.12% -377 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 4,106 $1.79M 1.26% -307 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 4,103 $1.79M 0.24% +1,976 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 4,098 $1.79M 0.33% +323 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 4,097 $1.79M 1.55% new 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 4,091 $1.79M 0.16% +5 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,064 $1.78M 0.08% +8 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 4,063 $1.77M 0.36% 0 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 4,062 $1.77M 0.33% +753 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 4,014 $1.75M 1.48% -55 13F-HR Timeline SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 3,996 $1.75M 0.82% -7 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 3,994 $1.74M 0.09% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 3,987 $1.74M 0.04% -58 13F-HR Timeline SFM, LLC d/b/a Sweeney Financial Adviso… More: the full row for SFM, LLC d/b/a Sweeney Financial Advisors 3,979 $1.74M 1.05% -40 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 3,971 $1.73M 0.12% -579 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 3,964 $1.73M 0.18% -1,150 13F-HR Timeline NorthLanding Financial Partners, LLC More: the full row for NorthLanding Financial Partners, LLC 3,962 $1.73M 1.4% -90 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 3,935 $1.72M 0.29% -9 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 3,924 $1.71M 0.53% -285 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 3,916 $1.71M 0.23% +4 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 3,909 $1.71M 0.5% -73 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 3,827 $1.7M 0.47% +9 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 3,891 $1.7M 0.27% +3 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 3,880 $1.69M 0.12% +233 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 3,865 $1.69M 0.24% 0 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 3,864 $1.69M 0.04% -748 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 3,861 $1.69M 0.16% -1,108 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 3,846 $1.68M 2.03% -308 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 3,844 $1.68M 0.13% 0 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 3,843 $1.68M 0.87% +277 13F-HR Timeline Yelin Lapidot Holdings Management Ltd. in group Yelin Lapidot Holdings Manage… More: the full row for Yelin Lapidot Holdings Management Ltd. 3,835 $1.68M 0.35% 0 13F-HR Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 3,833 $1.67M 0.18% -1,078 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 3,823 $1.67M 0.52% -195 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 3,816 $1.67M 0.06% +949 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 3,815 $1.67M 0.35% -522 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 3,813 $1.67M 0.94% -112 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 3,803 $1.66M 0.8% -10 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 3,798 $1.66M 0.46% +81 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 3,797 $1.66M 0.29% new 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 3,797 $1.66M <0.01% 0 13F-HR Timeline Group Vertrix Wealth Management, LLC More: the full row for Vertrix Wealth Management, LLC 3,793 $1.66M 0.61% 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 3,789 $1.65M <0.01% +48 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 3,788 $1.65M 0.64% -30 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 3,788 $1.65M 1.07% +94 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 3,775 $1.65M 0.77% +200 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 3,756 $1.64M 0.09% +130 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 3,750 $1.64M 0.34% 0 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 3,731 $1.64M 0.05% -58 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 3,740 $1.63M 0.81% +1 13F-HR/A Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 3,736 $1.63M 0.72% -168 13F-HR/A Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 3,733 $1.63M 0.37% +1,329 13F-HR Timeline SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 3,649 $1.62M 0.45% +66 13F-HR Timeline Western Reserve Capital Management, LLC More: the full row for Western Reserve Capital Management, LLC 3,706 $1.62M 1.33% +64 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 3,704 $1.62M 0.54% +2 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 3,703 $1.62M 0.89% -2,019 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. 3,691 $1.61M 0.03% +296 13F-HR Timeline Group Arkos Global Advisors More: the full row for Arkos Global Advisors 3,682 $1.61M 0.2% -105 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 3,671 $1.6M 1.11% +366 13F-HR Timeline Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 3,667 $1.6M 0.49% -221 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 3,665 $1.6M 0.2% +20 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 3,657 $1.6M 0.11% +142 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 3,654 $1.6M 0.25% +5 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 3,653 $1.6M 0.18% -51 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 3,645 $1.59M 0.86% +329 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 3,643 $1.59M 0.81% 0 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 3,640 $1.59M 0.06% +51 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 3,631 $1.59M 0.05% +8 13F-HR/A Timeline Hilltop National Bank More: the full row for Hilltop National Bank 3,629 $1.59M 0.38% +165 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 3,614 $1.58M 0.3% -55 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 3,600 $1.57M 0.32% -228 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 3,716 $1.57M 0.11% -16,579 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 3,569 $1.56M 0.05% +41 13F-HR Timeline Investments & Financial Planning, LLC More: the full row for Investments & Financial Planning, LLC 3,569 $1.56M 0.85% -14 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 3,550 $1.55M 0.33% -9 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 3,520 $1.54M 0.32% -75 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 3,514 $1.53M 0.31% -90 13F-HR Timeline GRANVILLE CAPITAL, INC. More: the full row for GRANVILLE CAPITAL, INC. 3,511 $1.53M 0.8% +2 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 3,493 $1.53M 1.03% -486 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 3,484 $1.52M 0.13% 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 3,482 $1.52M 0.51% -165 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 3,479 $1.52M 0.43% -2,622 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 3,477 $1.52M 0.33% -15 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,475 $1.52M 0.05% -327 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 3,474 $1.52M 0.22% +64 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 3,468 $1.51M 0.82% +1,232 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 3,467 $1.51M 0.36% +106 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 3,463 $1.51M 0.02% +762 13F-HR Timeline Group Donalies Financial Planning, LLC More: the full row for Donalies Financial Planning, LLC 3,455 $1.51M 1.29% +70 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 3,454 $1.51M 0.03% +1,055 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 3,451 $1.51M 0.69% -244 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 3,450 $1.51M 0.79% -2,158 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 3,448 $1.51M 0.16% 0 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 3,442 $1.5M 0.26% -10 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 3,433 $1.5M 0.16% +105 13F-HR Timeline Graetz Wealth LLC More: the full row for Graetz Wealth LLC 3,430 $1.5M 1.34% -1,557 13F-HR Timeline Generations Wealth, LLC More: the full row for Generations Wealth, LLC 3,427 $1.5M 1.45% +392 13F-HR Timeline Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 3,362 $1.47M 0.13% 0 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 3,353 $1.46M 1.03% +394 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 3,347 $1.46M 0.05% 0 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 3,346 $1.46M 0.19% -7,858 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 3,341 $1.46M 0.34% +13 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 3,329 $1.45M 0.69% +183 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 3,326 $1.45M 0.22% -500 13F-HR/A Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 3,319 $1.45M 0.02% +1,165 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 3,316 $1.45M 0.1% +1,682 13F-HR Timeline McAlister, Sweet & Associates, Inc. More: the full row for McAlister, Sweet & Associates, Inc. 3,301 $1.44M 0.9% +2 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 3,291 $1.44M 0.13% +146 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 3,286 $1.44M 0.09% -2,265 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 3,278 $1.43M 0.32% +84 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 3,259 $1.42M 0.17% +546 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 3,257 $1.42M 0.9% -680 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 3,256 $1.42M 0.45% +1 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 3,251 $1.42M 0.49% new 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 3,234 $1.41M 0.18% -854 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 3,227 $1.41M 0.42% -207 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 3,222 $1.41M 0.16% -34 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 3,212 $1.4M 0.3% +7 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 3,211 $1.4M 0.02% +1,299 13F-HR Timeline Group Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 3,206 $1.4M 0.01% -128 13F-HR Timeline Group Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 3,198 $1.4M 0.14% +1,068 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 3,188 $1.39M 0.69% +855 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 3,185 $1.39M 0.25% -43 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 3,183 $1.39M 0.09% 0 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 3,176 $1.39M 0.06% -11,007 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 3,176 $1.39M 0.58% -115 13F-HR Timeline Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 3,174 $1.39M 0.14% -106 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 3,170 $1.38M 0.12% -229 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 3,165 $1.38M 0.31% +456 13F-HR Timeline Cosner Financial Group, LLC More: the full row for Cosner Financial Group, LLC 3,275 $1.38M 0.76% -51 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 3,153 $1.38M 0.58% +2,721 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 3,152 $1.38M 0.5% +772 13F-HR Timeline CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 3,148 $1.38M 0.12% 13F-HR Timeline Group Breakwater Investment Management More: the full row for Breakwater Investment Management 3,147 $1.37M 0.51% -137 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 3,144 $1.37M 0.18% -579 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 3,109 $1.37M 0.07% +340 13F-HR Timeline PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 3,125 $1.36M <0.01% -277 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 13,429 $1.36M 0.66% -1 13F-HR/A Timeline Team Hewins, LLC More: the full row for Team Hewins, LLC 3,118 $1.36M 0.4% -154 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 3,109 $1.36M 0.54% +74 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 3,108 $1.36M 0.41% +74 13F-HR Timeline Goodwin Investment Advisory More: the full row for Goodwin Investment Advisory 3,093 $1.35M 1.61% -664 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 3,060 $1.35M <0.01% +1,627 13F-HR Timeline Group Passive Capital Management, LLC. 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