Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 115,907 $5.25M 0.63% -9,575 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 115,743 $5.24M 3.69% +8,948 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 114,890 $5.2M 0.4% -5,051 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 114,366 $5.18M 1.03% +4,416 13F-HR Timeline Econ Financial Services Corp More: the full row for Econ Financial Services Corp 114,322 $5.17M 2.76% +31,599 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 113,968 $5.16M 0.63% +475 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 112,324 $5.08M 0.44% +5,824 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 111,863 $5.06M 1.11% +9,051 13F-HR Timeline WealthBridge Investment Counsel Inc. More: the full row for WealthBridge Investment Counsel Inc. 111,820 $5.06M 1.84% +3,625 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 111,701 $5.06M 1.2% +3,571 13F-HR Timeline S&CO INC More: the full row for S&CO INC 111,373 $5.04M 0.34% +402 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 110,790 $5.01M 2.65% +5,899 13F-HR Timeline Nipun Capital, L.P. More: the full row for Nipun Capital, L.P. 110,200 $4.99M 2.93% 0 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 109,802 $4.97M 1.01% +248 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 109,783 $4.97M 0.92% -9,006 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 109,670 $4.96M 2.12% -272 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 109,382 $4.95M 0.15% +19,032 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 109,345 $4.95M 0.1% +941 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 109,090 $4.94M 0.6% +31 13F-HR Timeline Stephenson & Company, Inc. More: the full row for Stephenson & Company, Inc. 109,042 $4.94M 3.21% +1,901 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 108,903 $4.93M 1.27% +501 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 108,873 $4.93M 0.07% -301,261 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 108,722 $4.92M 0.05% -40,270 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 108,652 $4.92M 1.44% +105 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 108,605 $4.92M 0.64% -293 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 108,560 $4.91M 0.32% +4,455 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 108,327 $4.9M 0.17% -2,096 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 108,299 $4.9M 1.1% +1,478 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 107,958 $4.89M 0.27% +2,746 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 107,763 $4.88M 1.35% +10,179 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 107,511 $4.87M 0.87% +10,119 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 111,865 $4.85M 2.29% new 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 106,998 $4.84M 1.34% -4,673 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 106,740 $4.83M 0.23% -1,949 13F-HR Timeline Group One Day In July LLC More: the full row for One Day In July LLC 106,445 $4.82M 0.48% +4,991 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 106,412 $4.82M 0.48% -939 13F-HR Timeline Group WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 106,277 $4.81M 0.26% +310 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 106,203 $4.81M 0.39% -955 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 105,982 $4.8M 3.11% +1,042 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 105,893 $4.79M 0.2% +5,096 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 105,768 $4.79M 0.15% +5,509 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 105,584 $4.78M 2.62% +2,059 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 105,185 $4.76M 3.52% +2,926 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 105,046 $4.75M 0.47% +5,619 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 105,026 $4.75M 0.14% +17,014 13F-HR Timeline Group VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 104,967 $4.75M 0.91% +60,405 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 104,829 $4.74M 1.02% +2,266 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 104,741 $4.74M 0.03% +644 13F-HR Timeline Group 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 104,484 $4.73M 0.39% -609 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 104,435 $4.73M 0.01% +6,711 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 104,285 $4.72M 0.83% +98,176 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 104,173 $4.71M 2.52% +2,514 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 104,148 $4.71M 0.98% -4,646 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 104,064 $4.71M 0.73% -983 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 103,663 $4.69M 0.64% -8,848 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 103,363 $4.68M 0.23% -1,241 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 103,114 $4.67M 3.78% +44,249 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 103,524 $4.65M 0.62% +78,143 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 104,898 $4.62M 0.44% +573 13F-HR Timeline Tikvah Management LLC in group Tikvah Management LLC More: the full row for Tikvah Management LLC 101,580 $4.6M 1.57% 0 13F-HR Timeline Group HEADINVEST, LLC More: the full row for HEADINVEST, LLC 101,513 $4.59M 0.89% -1,900 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 101,166 $4.58M 1.18% +2,081 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 100,257 $4.54M 0.07% -5,098 13F-HR Timeline Harvest Investment Advisors, LLC More: the full row for Harvest Investment Advisors, LLC 99,869 $4.52M 3.26% -1,255 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 99,791 $4.52M 1.86% +1,237 13F-HR Timeline Alley Investment Management Company, LLC More: the full row for Alley Investment Management Company, LLC 98,761 $4.47M 0.56% -284 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 98,551 $4.46M 1.24% -31,919 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 98,396 $4.45M 0.2% -1,950 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 98,087 $4.44M 1.65% -4,549 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 98,029 $4.44M 0.57% +10,827 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 97,765 $4.42M 0.11% +4,630 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 103,852 $4.41M 4.25% +9,514 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 97,060 $4.39M 0.19% -12,540 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 96,948 $4.39M 0.32% +7,848 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 96,475 $4.37M 0.28% -1,561 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 96,458 $4.37M 0.55% -3,558 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 96,362 $4.36M 1.58% +22,496 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 95,771 $4.33M 0.43% +27,182 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 95,755 $4.33M 0.83% -15,453 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 95,602 $4.33M 0.11% -14,207 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 94,721 $4.29M 0.16% +22,199 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 94,315 $4.27M 0.26% -19,104 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 94,075 $4.26M 0.05% +61,228 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 94,041 $4.26M 1.88% -3,264 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 93,995 $4.25M 0.4% +536 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 93,736 $4.24M 1.79% -11,574 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 93,307 $4.22M 0.54% -47 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 93,165 $4.22M 2.34% -11,812 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 93,083 $4.21M 1.68% +31,204 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 92,663 $4.19M 0.3% -3,364 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 92,464 $4.18M 0.52% +36,626 13F-HR Timeline SIGNAL TREE FINANCIAL PARTNERS LLC More: the full row for SIGNAL TREE FINANCIAL PARTNERS LLC 92,253 $4.18M 4.19% +11,241 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 92,251 $4.18M 0.59% 0 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 92,202 $4.17M 0.2% +7,130 13F-HR Timeline Addis & Hill, Inc More: the full row for Addis & Hill, Inc 92,151 $4.17M 2.91% +7,551 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 91,913 $4.16M 0.14% -3,158 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 90,905 $4.11M 0.36% 0 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 90,848 $4.11M 0.04% -197,769 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 90,430 $4.09M 1.81% +74,847 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 101,216 $4.09M 0.79% +25,260 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 89,895 $4.07M 0.09% +1,876 13F-HR Timeline Group Columbus Macro, LLC More: the full row for Columbus Macro, LLC 89,772 $4.06M 0.54% -175 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 89,536 $4.05M 1.67% +1,150 13F-HR Timeline Parkwood LLC More: the full row for Parkwood LLC 89,505 $4.05M 0.4% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 88,760 $4.02M 0.03% +16,894 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 88,333 $4M 2.67% +1,351 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 87,964 $3.98M 0.17% +3,002 13F-HR Timeline Von Berge Wealth Management Group, LLC More: the full row for Von Berge Wealth Management Group, LLC 88,212 $3.97M 2.56% -18 13F-HR Timeline Marathon Strategic Advisors, LLC More: the full row for Marathon Strategic Advisors, LLC 87,716 $3.97M 4.27% -2,921 13F-HR Timeline Tull Financial Group, Inc. More: the full row for Tull Financial Group, Inc. 87,486 $3.96M 2.31% +73,311 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 91,137 $3.95M 3.88% +8,467 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 87,049 $3.94M 0.32% +2,140 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 86,128 $3.9M 2.89% +1,121 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 85,956 $3.89M 0.11% -927 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 85,828 $3.88M 0.23% +5,477 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 85,484 $3.87M 0.06% -59,590 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 85,360 $3.86M 0.01% +9,506 13F-HR Timeline Group Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 85,317 $3.86M 1.18% -54,992 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 84,994 $3.85M 0.15% +34,203 13F-HR Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 84,993 $3.85M 3.14% +5,919 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 84,736 $3.84M 2.04% -336 13F-HR Timeline FMA Wealth Management, LLC More: the full row for FMA Wealth Management, LLC 85,545 $3.83M 2.94% -110 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 84,346 $3.82M 0.27% -153 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 84,162 $3.81M 1.6% +3,805 13F-HR Timeline Martin Worley Group More: the full row for Martin Worley Group 83,967 $3.8M 2.17% +651 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 83,822 $3.79M 0.99% +2,804 13F-HR Timeline SWS Partners More: the full row for SWS Partners 83,319 $3.77M 1.24% +442 13F-HR/A Timeline Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 82,933 $3.75M 3.05% +4,761 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 82,914 $3.75M 2.67% +15,750 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 82,765 $3.75M 0.12% +1,124 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 82,525 $3.74M 1.85% +39,369 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 82,222 $3.72M 1.18% -86,107 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 81,567 $3.69M 0.64% +156 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 80,604 $3.65M 2.45% +698 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 80,121 $3.63M 3.21% +2,880 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 80,074 $3.62M 0.3% -383 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 79,905 $3.62M 0.17% +32,075 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 79,791 $3.61M 0.03% +43,282 13F-HR Timeline KITCHING PARTNERS, LLC More: the full row for KITCHING PARTNERS, LLC 79,202 $3.58M 4.12% +11,397 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 78,912 $3.57M 0.54% -8,480 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 77,719 $3.52M 0.16% -10,339 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 77,679 $3.52M 3.52% -82 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 77,671 $3.52M 0.17% -985 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 77,551 $3.51M 0.03% -39,456 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 77,516 $3.51M 0.55% +12,278 13F-HR Timeline WOOSTER CORTHELL WEALTH MANAGEMENT, INC. More: the full row for WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 77,346 $3.5M 0.72% -53 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 77,152 $3.49M 0.97% 0 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 77,007 $3.49M 0.92% +341 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 79,030 $3.48M 0.89% 0 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 76,633 $3.47M 0.64% +20,603 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 76,533 $3.46M 0.02% +47,921 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 79,479 $3.46M 0.82% +1,102 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 76,214 $3.45M 0.68% +6,018 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 76,080 $3.44M 1.62% +69,002 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 75,424 $3.41M 0.31% -23,708 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 75,418 $3.41M 0.6% -4,831 13F-HR Timeline Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 81,272 $3.39M 3.44% -3,167 13F-HR Timeline Gordian Advisors LLC More: the full row for Gordian Advisors LLC 74,984 $3.39M 2.7% +551 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 74,337 $3.36M 0.16% -2,153 13F-HR Timeline Group Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 74,300 $3.36M 0.34% -3,988 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 74,084 $3.35M 0.56% -193 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 72,959 $3.35M 0.16% +12,371 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 73,982 $3.35M 0.12% +1,129 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 73,601 $3.33M 0.31% -98 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 73,389 $3.32M 1.12% -180 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 72,936 $3.3M 2.76% +1,019 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 72,800 $3.29M 1.89% -8,792 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 72,466 $3.28M 1.77% +2,505 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 72,369 $3.28M 2.12% +10,392 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 71,785 $3.25M 1.78% -619 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 71,251 $3.22M 0.37% -2,256 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 70,976 $3.21M 0.58% -561 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 70,813 $3.2M 0.48% -5,288 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 70,633 $3.2M 0.02% -1,883 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 70,571 $3.19M 0.09% +6,406 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 70,410 $3.19M 1.11% +904 13F-HR Timeline Journey Beyond Wealth, LLC More: the full row for Journey Beyond Wealth, LLC 70,322 $3.18M 2.98% +5,761 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 70,194 $3.18M 1.08% +8,040 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 69,812 $3.16M 0.1% -62,157 13F-HR Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 69,677 $3.15M 2.27% +2,212 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 69,393 $3.14M 1.29% +2,365 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 69,614 $3.14M 0.01% -17,624 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 69,318 $3.14M 0.01% +13,902 13F-HR/A Timeline Group Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 69,248 $3.13M 0.1% new 13F-HR Timeline Group CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 69,013 $3.12M 0.38% -301 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 68,749 $3.11M 0.15% -1,208 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 68,698 $3.11M 0.87% -3,484 13F-HR Timeline HILLTOP WEALTH ADVISORS, LLC More: the full row for HILLTOP WEALTH ADVISORS, LLC 68,555 $3.1M 1.75% -3,950 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 68,450 $3.1M 0.61% new 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 68,389 $3.1M 1.7% -355 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 67,994 $3.08M 0.32% +1,259 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 67,922 $3.07M 2.38% -189 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 67,909 $3.07M 0.72% -46,578 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 67,891 $3.07M 0.05% -36,902 13F-HR Timeline Group Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 67,857 $3.07M 0.45% -1,861 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 67,482 $3.05M 1.98% +50 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 67,400 $3.05M 0.02% -1,720 13F-HR Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 67,528 $3.03M 0.32% -2,240 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 66,706 $3.02M 1.78% +15,275 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 66,434 $3.01M 0.2% +3,861 13F-HR Timeline