WOODSTOCK CORP More: the full row for WOODSTOCK CORP 120,447 $6.53M 0.57% +2,790 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 120,421 $6.52M 1.14% -6,570 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 120,273 $6.52M 4.28% -2,343 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 119,495 $6.47M 0.14% -6,908 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 119,469 $6.47M 0.27% -2,581 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 119,045 $6.45M 0.23% -47,807 13F-HR Timeline Group LBJ Family Wealth Advisors, Ltd. More: the full row for LBJ Family Wealth Advisors, Ltd. 118,537 $6.42M 3.5% -30 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 118,509 $6.42M 3.39% -1,030 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 118,325 $6.41M 0.96% +6,717 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 118,218 $6.41M 0.71% +3,025 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 117,242 $6.35M 0.34% +12,169 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 117,166 $6.35M 1% +7,679 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 116,288 $6.3M 1.93% +617 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 116,240 $6.3M 1.77% +11,726 13F-HR Timeline S&CO INC More: the full row for S&CO INC 116,108 $6.29M 0.39% +4,136 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 115,972 $6.28M 0.15% +29,198 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 115,138 $6.23M 0.99% +1,431 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 114,632 $6.21M 1.21% +2,989 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 114,094 $6.18M 3.98% +2,493 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 114,070 $6.18M 1.52% -2,378 13F-HR Timeline rebel Financial LLC More: the full row for rebel Financial LLC 0 $6.18M 2.69% -119,697 13F-HR Timeline Amount filed as zero, left out of ratios. Stephenson & Company, Inc. More: the full row for Stephenson & Company, Inc. 113,979 $6.18M 3.55% +1,639 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 113,888 $6.17M 0.19% +6,272 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 113,840 $6.17M 0.43% -678 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 113,748 $6.16M 1.49% +745 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 113,739 $6.16M 0.18% +3,788 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 113,571 $6.15M 0.12% -2,160 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 113,440 $6.15M 0.48% -662 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 113,242 $6.14M 0.54% -946 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 113,084 $6.13M 1.3% +308 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 112,857 $6.11M 3.67% -422 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 111,881 $6.06M 1.14% -3,526 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 111,574 $6.05M 1.03% -5,449 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 111,040 $6.02M 0.99% +24,075 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 110,935 $6.01M 0.18% +2,093 13F-HR Timeline Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 110,245 $5.97M 2.57% -67,886 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 110,090 $5.96M 3.17% +3,390 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 110,034 $5.96M 4.2% +1,492 13F-HR Timeline FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 109,351 $5.92M 1.9% +47,789 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 108,391 $5.87M 2.17% -1,188 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 107,249 $5.86M 0.61% -1,542 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 107,988 $5.85M 1.42% -976 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 107,806 $5.84M 0.4% +3,063 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 107,755 $5.84M 0.3% -234 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 107,641 $5.83M 0.04% +369 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 107,408 $5.82M 0.25% +5,075 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 107,307 $5.81M 0.23% +961 13F-HR Timeline Group Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 106,873 $5.79M 3.27% +4,001 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 106,581 $5.77M 0.71% +9,502 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 106,202 $5.75M 0.47% +160 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 105,945 $5.74M 0.15% +11,878 13F-HR/A Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 104,017 $5.69M 0.85% +535 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 104,843 $5.68M 1.14% -95 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 104,758 $5.68M 0.8% -738 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 104,738 $5.67M 0.57% -2,227 13F-HR Timeline Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 104,121 $5.64M 3.03% +1,770 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 104,074 $5.64M 1.71% +8,270 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 103,649 $5.62M 0.85% -2,417 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 103,469 $5.61M 2.24% +9,408 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 103,184 $5.59M 0.1% -1,252 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 103,083 $5.59M 2.67% -1,039 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 102,976 $5.58M 0.08% -34,713 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 102,843 $5.57M 1.04% -877 13F-HR Timeline Certus Wealth Management, LLC More: the full row for Certus Wealth Management, LLC 102,798 $5.57M 3.33% +9,526 13F-HR Timeline Compass Wealth Management, LLC/GA More: the full row for Compass Wealth Management, LLC/GA 102,785 $5.57M 2.47% +1,633 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 102,362 $5.54M 1.7% +2,586 13F-HR Timeline SWS Partners More: the full row for SWS Partners 102,284 $5.54M 1.35% +8,379 13F-HR Timeline TITAN GLOBAL CAPITAL MANAGEMENT USA LLC More: the full row for TITAN GLOBAL CAPITAL MANAGEMENT USA LLC 101,875 $5.52M 0.81% +947 13F-HR Timeline Tikvah Management LLC in group Tikvah Management LLC More: the full row for Tikvah Management LLC 101,580 $5.5M 1.62% 0 13F-HR Timeline Group RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 101,917 $5.5M 1.94% -6,898 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 101,307 $5.49M 0.31% -6,337 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 101,288 $5.49M 0.05% -12,100 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 101,028 $5.47M 0.35% +1,426 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 100,735 $5.46M <0.01% +63,241 13F-HR Timeline Group Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 99,838 $5.41M 1.22% -1,255 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MCF Advisors LLC More: the full row for MCF Advisors LLC 99,729 $5.4M 0.33% -1,437 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 99,448 $5.39M 0.18% +3,124 13F-HR Timeline Trust Co More: the full row for Trust Co 98,915 $5.36M 0.55% -2,382 13F-HR Timeline Alley Investment Management Company, LLC More: the full row for Alley Investment Management Company, LLC 98,507 $5.34M 0.62% -445 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 98,405 $5.33M 0.69% -984 13F-HR Timeline Harvest Investment Advisors, LLC More: the full row for Harvest Investment Advisors, LLC 98,242 $5.32M 3.13% -377 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 97,997 $5.31M 0.6% +1,223 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 97,980 $5.31M 1.17% -4,049 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 97,587 $5.29M 1.09% -1,410 13F-HR Timeline Tull Financial Group, Inc. More: the full row for Tull Financial Group, Inc. 97,272 $5.27M 2.33% +1,721 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. 97,109 $5.26M 0.11% +6,799 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 96,967 $5.25M 0.2% -10,523 13F-HR Timeline Group DAVIS R M INC More: the full row for DAVIS R M INC 96,542 $5.23M 0.09% -4,266 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 96,441 $5.23M 1.32% new 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 96,348 $5.22M 0.97% -4,747 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 96,276 $5.22M 0.27% -1,048 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 96,101 $5.21M 0.25% -1,475 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 96,027 $5.2M 0.08% +22,726 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 95,982 $5.2M 3.71% -7,346 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 95,780 $5.19M 0.4% +1,649 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 95,547 $5.18M 0.04% +8,926 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 95,193 $5.16M 1.19% -2,690 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 95,171 $5.16M 0.21% +3,102 13F-HR Timeline Addis & Hill, Inc More: the full row for Addis & Hill, Inc 94,243 $5.14M 3.13% +2,612 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 94,667 $5.13M 1.92% +3,032 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 94,636 $5.13M 1.94% -846 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 94,240 $5.11M +44,570 Timeline Axos Invest Inc. More: the full row for Axos Invest Inc. 93,811 $5.08M 3.81% -32,570 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 93,767 $5.08M 0.32% +1,608 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 93,632 $5.07M 0.59% +3,060 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 93,356 $5.06M 2.02% -11,348 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 93,219 $5.05M 0.58% -1,983 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 91,811 $5.03M 0.27% +1,735 13F-HR/A Timeline Marathon Strategic Advisors, LLC More: the full row for Marathon Strategic Advisors, LLC 92,720 $5.02M 4.02% +587 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 101,344 $5.01M 1.71% 0 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 92,083 $4.99M 0.37% +1,170 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 92,023 $4.99M 0.15% +3,247 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 91,791 $4.97M 1.86% -1,811 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 91,608 $4.96M 0.56% +985 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 91,303 $4.95M 0.24% -3,763 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 91,299 $4.95M 1.27% +391 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 90,865 $4.92M 0.47% -8,525 13F-HR Timeline Employees' Retirement Fund of the City … More: the full row for Employees' Retirement Fund of the City of Fort Worth 90,800 $4.92M 2.3% new 13F-HR/A Timeline Journey Beyond Wealth, LLC More: the full row for Journey Beyond Wealth, LLC 90,694 $4.91M 4.04% -700 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 90,575 $4.91M 0.24% +33 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 89,513 $4.85M 0.01% +29,638 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 89,229 $4.83M 2.21% -67,837 13F-HR Timeline Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 89,225 $4.83M 3.61% +827 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 89,070 $4.83M 0.17% -1,302 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 88,735 $4.81M 1.91% -2,433 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 88,660 $4.8M 0.35% +2,226 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 88,332 $4.79M 1.99% +6,372 13F-HR Timeline FMA Wealth Management, LLC More: the full row for FMA Wealth Management, LLC 87,968 $4.77M 3.27% +938 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 87,761 $4.75M 1.34% +7,712 13F-HR Timeline KITCHING PARTNERS, LLC More: the full row for KITCHING PARTNERS, LLC 87,707 $4.75M 4.49% +1,930 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 87,331 $4.73M 0.25% -253 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 87,566 $4.73M 3.8% +429 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 87,178 $4.72M 0.51% -176,132 13F-HR/A Timeline Group BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 87,079 $4.72M 1.74% -1,654 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 87,022 $4.71M 0.11% +1,455 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 86,918 $4.71M 0.01% 0 13F-HR/A Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 86,865 $4.71M 0.31% -5,551 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 86,117 $4.67M 2.95% 0 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 84,935 $4.6M 1.37% +30,953 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 84,762 $4.59M 0.07% -19,880 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 84,637 $4.59M 0.19% +11,678 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 83,548 $4.53M 0.03% +4,829 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 83,474 $4.52M 0.11% +55,112 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 82,785 $4.48M 0.05% +16,227 13F-HR/A Timeline Group Bank of New Hampshire More: the full row for Bank of New Hampshire 82,680 $4.48M 1.03% +513 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 82,636 $4.48M 0.42% +3,990 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 82,606 $4.48M 3.04% +6,447 13F-HR Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 82,512 $4.47M 3.38% -4,174 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 82,251 $4.46M 0.11% -2,517 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 82,046 $4.45M 0.36% +9,862 13F-HR Timeline Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 81,987 $4.44M 2.84% +247 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 81,909 $4.44M 1.67% -1,262 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 81,363 $4.41M 2.25% +14,142 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 81,165 $4.4M 0.63% +97 13F-HR Timeline SIGNAL TREE FINANCIAL PARTNERS LLC More: the full row for SIGNAL TREE FINANCIAL PARTNERS LLC 80,543 $4.39M 3.48% -4,855 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 80,867 $4.38M 1.19% +64 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 80,418 $4.36M 0.78% -38,161 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 80,316 $4.35M 0.2% +2,359 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 80,033 $4.34M 1.61% +8,786 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 79,507 $4.31M 1.16% +39,369 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 79,386 $4.3M 1.94% +3,356 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 79,370 $4.3M 2.5% -736 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 79,311 $4.3M 0.23% -7,432 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 78,781 $4.27M 0.31% -1,266 13F-HR Timeline Gordian Advisors LLC More: the full row for Gordian Advisors LLC 78,483 $4.25M 2.86% +418 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 76,819 $4.23M 0.81% -2,290 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 78,015 $4.23M 2.38% +12,217 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 77,196 $4.18M 0.15% -295 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 77,081 $4.18M 3.05% +69,731 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 76,627 $4.15M 3.49% -156 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 76,537 $4.15M 0.96% 0 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 75,927 $4.11M 0.67% -359 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 75,885 $4.11M 1% +234 13F-HR Timeline Wealth Management Strategies, Inc. More: the full row for Wealth Management Strategies, Inc. 75,206 $4.07M 2.02% -98,470 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 75,047 $4.07M 0.31% -102 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 74,369 $4.05M 1.71% -2,125 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 74,791 $4.05M 1.8% -4,664 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 74,665 $4.05M 0.33% +2,324 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 74,083 $4.01M 0.1% +5,534 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 73,477 $3.98M 0.34% -1,269 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 73,384 $3.98M 0.2% +13,022 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 73,320 $3.97M 1.05% -79 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 72,519 $3.93M 0.12% -1,364 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 72,333 $3.92M 0.15% -3,816 13F-HR Timeline VAN STRUM & TOWNE INC. 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