PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 6,873 $1.85M 0.04% -36 13F-HR Timeline Group UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 6,872 $1.85M 0.67% -311 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 6,815 $1.84M 0.08% +5,950 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 6,765 $1.82M 0.96% -300 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 6,723 $1.81M 0.59% -375 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 6,722 $1.81M 0.05% -329 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 6,588 $1.78M 0.02% -237 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 6,588 $1.78M 0.02% -237 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 6,545 $1.76M 0.53% +30 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 6,511 $1.76M 0.01% -119 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 6,482 $1.75M 1.62% 0 13F-HR/A Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 6,449 $1.74M 0.08% -43 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 6,443 $1.74M 0.12% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 6,437 $1.74M 0.23% -709 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 6,421 $1.73M 1.63% 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 6,364 $1.73M <0.01% +500 13F-HR Timeline Group Manuka Financial, LLC More: the full row for Manuka Financial, LLC 6,403 $1.73M 1.16% 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 6,291 $1.7M 0.03% -108 13F-HR/A Timeline Group Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 6,278 $1.69M 0.12% +1,462 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 6,274 $1.69M 0.11% -290 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 6,256 $1.69M 0.87% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 6,251 $1.69M 0.06% -3,792 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 6,230 $1.68M 0.35% 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 6,204 $1.67M 0.07% +520 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 6,106 $1.65M <0.01% +2,984 13F-HR Timeline Group Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 6,070 $1.64M 1.3% +338 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 6,053 $1.63M 0.06% -18 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 6,047 $1.63M 0.54% -195 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 6,037 $1.63M 0.33% +1 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 6,025 $1.62M 0.08% -302 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 5,981 $1.61M 0.27% -55 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 5,952 $1.61M 0.11% 0 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 5,945 $1.6M 0.24% +550 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 5,927 $1.6M 1.3% -12 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 5,924 $1.6M 0.32% 0 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 5,910 $1.59M 0.43% +55 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 5,894 $1.59M <0.01% +4,073 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 5,859 $1.58M 0.01% -216 13F-HR Timeline Group GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 5,815 $1.57M 0.1% -175 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 5,815 $1.57M <0.01% -537 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 5,789 $1.56M 0.32% +9 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 5,786 $1.56M 0.04% +816 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 5,776 $1.56M 0.13% -296 13F-HR/A Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 5,773 $1.56M 0.34% +1 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 5,755 $1.55M 0.46% 0 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 5,752 $1.55M 0.28% +526 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 5,751 $1.55M 0.11% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 5,738 $1.55M 0.21% +5 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 5,727 $1.54M 0.13% +266 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 5,721 $1.54M 0.06% -703 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 5,705 $1.54M 0.12% 0 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 5,597 $1.51M 0.03% new 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 5,581 $1.51M 0.56% 0 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 5,575 $1.5M 0.13% +502 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 5,543 $1.49M 1.23% -143 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 5,531 $1.49M <0.01% +1,975 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 5,528 $1.49M <0.01% -2,785 13F-HR Timeline Group Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 5,476 $1.48M 0.86% +4 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 5,444 $1.47M 0.01% -862 13F-HR Timeline Group VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 5,426 $1.46M 0.17% -361 13F-HR Timeline Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 5,414 $1.46M 0.16% new 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 5,404 $1.46M 0.06% +3 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 5,400 $1.46M 0.11% 0 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 5,396 $1.46M 0.34% -270 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 5,393 $1.45M 1% -59 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 5,373 $1.45M 3.68% 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 5,326 $1.45M 0.05% +15 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 5,363 $1.45M 0.48% +3,260 13F-HR/A Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 5,336 $1.44M 0.15% -363 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 5,315 $1.43M 0.04% +17 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 5,263 $1.42M 0.13% +11 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 5,260 $1.42M 0.03% +33 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 5,249 $1.42M <0.01% new 13F-HR Timeline Group Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 5,243 $1.41M 0.15% -49 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 5,223 $1.41M 0.01% +2,096 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 5,188 $1.4M 0.07% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5,155 $1.39M 0.04% -112 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 5,146 $1.39M 0.24% +120 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 5,126 $1.38M 0.04% -294 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 5,096 $1.37M 0.2% +21 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 5,081 $1.37M 0.53% -12 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 5,079 $1.37M 0.04% 0 13F-HR Timeline HTLF Bank More: the full row for HTLF Bank 5,066 $1.37M 0.15% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 5,032 $1.36M 0.1% +360 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 5,019 $1.35M 0.11% -14 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 4,994 $1.35M 0.08% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 4,983 $1.34M 0.03% +273 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 4,960 $1.34M 0.58% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 4,952 $1.34M 0.05% +31 13F-HR Timeline Michael A. Dubis Financial Planning, LLC More: the full row for Michael A. Dubis Financial Planning, LLC 4,946 $1.33M 1.29% 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 4,908 $1.32M 0.03% -532 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 4,890 $1.32M 0.05% -38 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 4,891 $1.32M 0.3% 0 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 4,883 $1.32M 0.04% +137 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 4,883 $1.32M 0.1% -106 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 4,879 $1.32M 0.7% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 4,847 $1.31M 0.06% +1 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 4,806 $1.3M 0.13% +17 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 4,777 $1.29M 0.65% +29 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 4,764 $1.28M 0.46% -270 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 4,748 $1.28M 0.5% 0 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 4,716 $1.27M 0.01% -52 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 4,698 $1.27M 2.2% 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 4,689 $1.26M 0.21% 0 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 4,599 $1.24M 0.23% +29 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 4,595 $1.24M 0.47% -134 13F-HR Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 4,572 $1.23M 1.08% 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 4,560 $1.23M 0.06% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 4,556 $1.23M 0.88% -10 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 4,541 $1.22M 0.02% -1,240 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 4,532 $1.22M 0.05% 0 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 4,513 $1.22M 0.57% +1 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 4,508 $1.22M 0.78% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 4,472 $1.21M <0.01% -249 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 4,472 $1.21M 0.5% +43 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 4,471 $1.21M 1.06% 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 4,453 $1.2M 0.02% 0 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 4,443 $1.2M 0.12% +775 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 4,407 $1.19M 0.91% 0 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 4,317 $1.16M 0.09% 0 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 4,300 $1.16M 0.14% 0 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 4,295 $1.16M 0.35% +24 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 4,328 $1.16M 0.02% 0 13F-HR Timeline Group Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 4,283 $1.16M 0.61% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 4,265 $1.15M 0.1% -26 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 4,235 $1.14M 0.82% -506 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 4,229 $1.14M 0.2% 0 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 4,207 $1.13M 0.05% 0 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 4,153 $1.12M 0.21% -75 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 4,149 $1.12M 0.09% -50 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,129 $1.11M 0.07% -32 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 4,126 $1.11M 0.83% 0 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 4,062 $1.1M 0.18% -363 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 4,055 $1.09M 0.36% 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 4,010 $1.08M 0.66% -1 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 3,998 $1.08M 0.04% -101 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,973 $1.07M 0.08% -8,305 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 3,970 $1.07M 0.62% +730 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 3,957 $1.07M 0.21% +9 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 3,884 $1.05M 0.18% 0 13F-HR Timeline MARQUETTE ASSOCIATES, INC. More: the full row for MARQUETTE ASSOCIATES, INC. 3,867 $1.04M 0.87% +1,712 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 3,859 $1.04M 0.18% -110 13F-HR Timeline Slow Capital, Inc. More: the full row for Slow Capital, Inc. 3,797 $1.02M 0.14% +27 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 3,795 $1.02M 0.02% +293 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 3,783 $1.02M 0.02% 0 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 3,774 $1.02M 0.16% -66 13F-HR Timeline Golden Bell Financial Planning LLC More: the full row for Golden Bell Financial Planning LLC 3,767 $1.02M 1.02% 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 3,759 $1.01M <0.01% +3,749 13F-HR Timeline Group Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 3,751 $1.01M 0.28% -55 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 3,749 $1.01M 0.33% 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 3,744 $1.01M 0.32% 0 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 3,729 $1.01M 0.09% -103 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 3,715 $1M 0.37% new 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 3,698 $997K 0.08% +1,185 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 3,692 $996K 0.28% -60 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 3,671 $994K 0.61% -56 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 3,679 $992K 0.29% -1,237 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,673 $991K 0.03% +2,425 13F-HR Timeline Group LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 3,516 $990K 0.36% 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 3,547 $988K 0.68% +336 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 3,595 $980K 0.02% 0 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 3,633 $980K 0.12% +474 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,622 $977K 0.02% +93 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 3,597 $970K 0.63% 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 3,591 $968K 0.08% -200 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 3,584 $967K 0.16% +13 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 3,580 $966K 0.32% -200 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,568 $962K 0.03% -134 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 3,564 $961K 0.33% +22 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 3,556 $959K 0.18% +11 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 3,548 $957K 0.12% +1 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 3,503 $955K 0.23% +2,177 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 3,530 $952K 0.2% +2 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 3,517 $948K 0.23% -50 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 3,510 $947K 0.47% 0 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 3,506 $946K 0.34% -35 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 3,501 $944K 0.15% +16 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 3,489 $941K 0.6% 0 13F-HR Timeline Journey Beyond Wealth, LLC More: the full row for Journey Beyond Wealth, LLC 3,479 $938K 0.88% 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 3,477 $938K 0.1% 0 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 3,445 $929K 0.18% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 3,435 $926K 0.06% 0 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 3,387 $913K 0.76% +427 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,383 $912K 0.01% -8,158 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 3,376 $911K 0.03% -20 13F-HR Timeline Group Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 3,374 $910K 0.09% +21 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,354 $905K 0.11% +1,771 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 3,294 $888K 0.01% +749 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 3,293 $888K 0.11% -37 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 3,275 $883K 0.14% +114 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 3,260 $879K 0.44% 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 3,255 $878K 0.02% new 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 3,250 $877K 0.13% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 3,239 $874K 0.12% -48 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 3,238 $873K 0.07% -311 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. 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