Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 17,885 $1.54M 0.07% +14,776 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 17,871 $1.54M 0.06% 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 17,826 $1.54M 0.12% +14,855 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 17,775 $1.53M 0.32% +14,610 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 17,766 $1.53M 0.39% +14,805 13F-HR Timeline Cosner Financial Group, LLC More: the full row for Cosner Financial Group, LLC 17,755 $1.53M 0.79% +14,480 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 17,733 $1.53M 0.04% +14,920 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 17,722 $1.53M 0.09% +14,768 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 17,708 $1.53M 0.17% +14,714 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 17,622 $1.52M 0.04% +14,999 13F-HR Timeline Group Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 17,590 $1.52M 0.35% +13,982 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 17,579 $1.51M 1% +14,595 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 17,534 $1.51M 0.78% +14,629 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 17,534 $1.51M 0.07% +14,625 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 17,520 $1.51M 0.53% +14,607 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 17,484 $1.51M 0.2% +13,105 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 17,455 $1.5M 0.38% +9,752 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 17,424 $1.5M 1.05% +12,295 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 17,411 $1.5M 0.4% +14,544 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 17,390 $1.5M 0.15% +14,422 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 17,382 $1.49M 0.46% +14,997 13F-HR Timeline AMG Asset Management Group, Inc. 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Safra Sarasin Holding AG 3,211 $1.4M 0.02% 0 13F-HR Timeline Group Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 16,275 $1.4M 0.35% +13,564 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 16,209 $1.4M 0.13% +14,104 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 16,186 $1.39M 0.39% +13,545 13F-HR Timeline SENTINEL WEALTH MANAGEMENT, INC. 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More: the full row for Gladwyn Financial Advisors, Inc. 15,509 $1.34M 0.84% +12,765 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 15,464 $1.33M 0.63% +12,778 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 15,457 $1.33M 0.74% +12,823 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 15,375 $1.32M 0.27% +13,112 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 15,352 $1.32M 0.07% +12,762 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 15,324 $1.32M 0.36% +12,770 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 15,321 $1.32M 0.26% +12,677 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 15,311 $1.32M 0.06% +12,743 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 15,307 $1.32M 0.61% +13,392 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 15,298 $1.32M 0.14% +12,406 13F-HR Timeline JENNISON ASSOCIATES LLC More: the full row for JENNISON ASSOCIATES LLC 15,296 $1.32M <0.01% +4,227 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 15,294 $1.32M 0.08% +12,750 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 15,263 $1.31M 0.02% +12,899 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 15,230 $1.31M 0.9% +12,650 13F-HR Timeline Sherman Wealth Management LLC More: the full row for Sherman Wealth Management LLC 15,219 $1.31M 0.99% +12,660 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 15,204 $1.31M 0.11% +12,580 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 15,189 $1.31M 0.27% +12,743 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 15,129 $1.3M 0.49% +12,657 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 15,120 $1.3M 0.7% +12,749 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 15,097 $1.3M 0.01% +9,004 13F-HR Timeline Group Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 15,081 $1.3M 0.13% +12,455 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 15,077 $1.3M 0.33% +12,528 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 15,030 $1.3M <0.01% +12,417 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 15,020 $1.29M 0.04% +12,446 13F-HR Timeline Group WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 14,995 $1.29M 0.06% +12,463 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 14,972 $1.29M 0.46% +12,381 13F-HR Timeline Madrid Wealth Management, LLC More: the full row for Madrid Wealth Management, LLC 14,964 $1.29M 0.85% +12,470 13F-HR Timeline Alaska Wealth Advisors, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Wealth Advisors, LLC 14,760 $1.27M 0.14% +12,427 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 14,753 $1.27M 0.16% +12,362 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 14,748 $1.27M 1.36% +12,290 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 14,741 $1.27M 0.95% +12,164 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 14,736 $1.27M 0.89% +12,516 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 14,683 $1.26M 0.27% +12,236 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 14,663 $1.26M 0.11% +11,888 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 14,634 $1.26M 0.1% +12,164 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 14,628 $1.26M 0.18% +12,190 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 14,625 $1.26M 0.1% +12,187 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 14,553 $1.25M 0.21% +12,337 13F-HR Timeline Herold Advisors, Inc. 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More: the full row for Summit Financial Strategies, Inc. 14,297 $1.23M 0.09% +11,923 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 14,241 $1.23M 0.23% +11,806 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 14,199 $1.22M 0.31% +12,539 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 14,155 $1.22M 0.17% +11,769 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 14,082 $1.21M <0.01% +12,367 13F-HR Timeline Group Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 14,046 $1.21M 0.16% +11,705 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 14,027 $1.21M 0.23% +11,512 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 13,956 $1.2M 0.26% +11,872 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 13,951 $1.2M 0.39% +12,290 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 13,859 $1.19M 0.11% +11,527 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 13,820 $1.19M 0.1% +11,592 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 13,812 $1.19M 0.45% +11,598 13F-HR Timeline J HAGAN CAPITAL, INC. 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(NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 13,308 $1.15M 0.32% +11,088 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 13,259 $1.14M 0.63% +10,700 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 13,240 $1.14M 0.5% +12,447 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 13,200 $1.14M 0.16% +11,000 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 13,179 $1.14M 0.02% +10,917 13F-HR Timeline Wealth Dimensions Group, Ltd. 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