Campion Asset Management More: the full row for Campion Asset Management 76,415 $4.11M 2.85% +5,702 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 76,084 $4.09M 0.91% +4,427 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 75,951 $4.08M 0.13% +15,203 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 75,535 $4.06M 0.63% +26,130 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 74,899 $4.03M 0.94% -986 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 74,275 $3.99M 1.69% -516 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 74,216 $3.99M 3.06% -2,411 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 73,686 $3.96M 0.62% -2,241 13F-HR Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 73,266 $3.94M 2.41% +1,185 13F-HR/A Timeline Hudson Oak Wealth Advisory LLC More: the full row for Hudson Oak Wealth Advisory LLC 73,262 $3.94M 3.47% 13F-HR Timeline VAN STRUM & TOWNE INC. 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More: the full row for American Investment Services, Inc. 70,332 $3.78M 0.88% +3,957 13F-HR Timeline WealthSpring Partners, LLC More: the full row for WealthSpring Partners, LLC 70,312 $3.78M 3.87% 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. 70,179 $3.77M 0.06% +2,998 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 70,118 $3.77M 0.19% +9,994 13F-HR Timeline HILLTOP WEALTH ADVISORS, LLC More: the full row for HILLTOP WEALTH ADVISORS, LLC 70,037 $3.77M 1.89% -374 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 69,985 $3.76M 0.88% -916 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 69,816 $3.75M 1.45% new 13F-HR Timeline KRM WEALTH MANAGEMENT L.L.C. More: the full row for KRM WEALTH MANAGEMENT L.L.C. 69,699 $3.75M 2.05% 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 69,490 $3.74M 1.63% +35,255 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 69,392 $3.73M 1.38% 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 69,169 $3.72M 0.28% +111 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 69,146 $3.72M 0.82% +1,364 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 69,007 $3.71M 0.21% +796 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 68,866 $3.7M 0.3% new 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 68,705 $3.69M +2,650 Timeline Fullerton Advisors, LLC More: the full row for Fullerton Advisors, LLC 68,689 $3.69M 3.69% 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 68,523 $3.68M 0.3% -4,954 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 68,523 $3.68M 0.27% +1,033 13F-HR Timeline Motley Fool Wealth Management, LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Wealth Management, LLC 67,990 $3.66M 0.28% +27,770 13F-HR Timeline Group Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 67,869 $3.65M 2.05% 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 67,753 $3.64M <0.01% -90 13F-HR Timeline Group Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 67,674 $3.64M 1.54% +387 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 67,432 $3.62M 0.01% +3,203 13F-HR Timeline Astoria Strategic Wealth, Inc. More: the full row for Astoria Strategic Wealth, Inc. 67,021 $3.6M 0.91% -1,349 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 67,000 $3.6M 2.27% +2,416 13F-HR/A Timeline Family CFO Inc More: the full row for Family CFO Inc 66,950 $3.6M 1.61% -5,047 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 66,758 $3.59M 0.12% -10,438 13F-HR Timeline IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 66,529 $3.58M 1.5% +4,314 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 66,428 $3.57M 1.16% +1,291 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 66,421 $3.57M 0.09% -7,662 13F-HR Timeline Seven Post Investment Office LP More: the full row for Seven Post Investment Office LP 66,310 $3.56M 1.27% -787 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 66,278 $3.56M 0.14% -6,055 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 66,123 $3.56M 0.32% -65 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 66,035 $3.55M 0.66% +2,082 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 65,703 $3.53M 1.46% +5,892 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 65,357 $3.51M 0.1% +7,641 13F-HR Timeline Group Truepoint, Inc. More: the full row for Truepoint, Inc. 65,303 $3.51M 0.08% -135 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 65,158 $3.51M 0.24% +6,434 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 65,093 $3.5M 0.06% +4,044 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 64,978 $3.49M 0.02% -2,281 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 64,944 $3.49M 0.58% +3,589 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 64,862 $3.49M 0.15% +843 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 64,750 $3.48M 0.14% +1,460 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 64,629 $3.47M 1.73% -350 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 64,563 $3.47M 0.33% +16,276 13F-HR/A Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 64,532 $3.47M 0.71% -2,163 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 64,437 $3.46M 0.15% -650 13F-HR Timeline Smith Partners Wealth Management, LLC More: the full row for Smith Partners Wealth Management, LLC 64,199 $3.45M 3.17% 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 63,997 $3.44M 1.33% -10,372 13F-HR/A Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 63,964 $3.44M 1.03% -315 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 62,153 $3.44M 0.3% +27 13F-HR Timeline Cadence Wealth Management LLC More: the full row for Cadence Wealth Management LLC 63,675 $3.42M 1.65% -401 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 63,656 $3.42M 0.46% +1,069 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 63,189 $3.4M 1.44% +832 13F-HR Timeline Axos Invest Inc. More: the full row for Axos Invest Inc. 62,534 $3.36M 2.47% -31,277 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 62,304 $3.35M 0.07% -5,227 13F-HR Timeline Group Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 62,073 $3.34M 0.11% new 13F-HR Timeline Group Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 61,699 $3.32M 0.92% +11,377 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 61,443 $3.3M <0.01% +31,814 13F-HR Timeline Group Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 61,363 $3.3M 2.06% -1,784 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 61,297 $3.3M 0.41% +4,436 13F-HR/A Timeline HighRoad Wealth Advisors, LLC More: the full row for HighRoad Wealth Advisors, LLC 61,241 $3.29M 3.14% 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 61,155 $3.29M 0.06% +33,866 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 60,794 $3.27M 1.3% +6,375 13F-HR Timeline Group CAUSEWAY CAPITAL MANAGEMENT LLC More: the full row for CAUSEWAY CAPITAL MANAGEMENT LLC 60,561 $3.26M 0.04% new 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 60,486 $3.25M 0.4% +1,136 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 60,470 $3.25M 1.4% -44 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 60,257 $3.24M 0.21% +537 13F-HR Timeline E&R Wealth Management, LLC More: the full row for E&R Wealth Management, LLC 60,211 $3.24M 3.38% 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 60,183 $3.24M 0.34% +1,694 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 60,087 $3.23M 0.41% +821 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 59,912 $3.22M 1.27% +1,698 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 59,880 $3.22M 1.99% -111 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 59,857 $3.22M 1.96% +3,284 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 59,391 $3.19M -1,479 Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 59,376 $3.19M 0.03% +370 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 58,846 $3.16M 0.72% +679 13F-HR Timeline Hikari Power Ltd More: the full row for Hikari Power Ltd 58,810 $3.16M 0.25% 0 13F-HR Timeline Cassilly Financial Group LLC More: the full row for Cassilly Financial Group LLC 58,660 $3.15M 2.79% 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 58,588 $3.15M 1.67% -1,248 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 58,397 $3.14M 0.14% +4 13F-HR Timeline Brickley Wealth Management More: the full row for Brickley Wealth Management 58,380 $3.14M 0.53% +9 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 58,269 $3.13M 0.43% -944 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 58,167 $3.13M 1.2% -3,938 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 58,127 $3.12M 0.85% +267 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 58,071 $3.12M 0.28% -1,091 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 58,011 $3.12M 0.04% -2,675 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 57,896 $3.11M 0.12% +15,329 13F-HR Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 57,740 $3.1M 2.1% -654 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 57,562 $3.1M 0.74% +2,271 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 57,348 $3.08M 1.26% +10,435 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 57,223 $3.08M 1.91% +757 13F-HR Timeline D'Orazio & Associates, Inc. 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More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 54,685 $2.94M 0.93% -651 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 54,623 $2.94M 0.73% +5,778 13F-HR Timeline Alliance Wealth Strategies, LLC d/b/a B… More: the full row for Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 54,403 $2.92M 2.74% 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 54,320 $2.92M 0.23% -1,830 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 54,235 $2.92M 0.05% +356 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 53,564 $2.88M 0.19% -688 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 53,519 $2.88M 0.06% new 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 53,149 $2.86M 0.2% -404 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 53,056 $2.85M 1.04% -2,142 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 52,808 $2.84M 0.77% -2,326 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 52,228 $2.81M 0.69% -2,111 13F-HR Timeline LifePlan Investment Advisors, Inc. 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More: the full row for Carter Financial Group, INC. 51,944 $2.79M 1.66% +1,258 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 51,829 $2.79M 1.28% +124 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 51,826 $2.79M 0.41% +41,967 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 51,724 $2.78M 0.15% +265 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 51,522 $2.77M 0.77% -3,189 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 51,436 $2.77M 0.23% +327 13F-HR Timeline Arta Finance Wealth Management LLC More: the full row for Arta Finance Wealth Management LLC 51,402 $2.76M 1.41% 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 48,893 $2.76M 0.78% +5,855 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 47,885 $2.74M 0.06% +2,266 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 50,966 $2.74M 0.28% +24,568 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 50,886 $2.74M 0.38% +17,199 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 48,039 $2.73M 0.52% +5 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 50,836 $2.73M 0.52% +1,250 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 50,834 $2.73M 0.42% +1,425 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 50,802 $2.73M 2.91% 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 50,651 $2.72M 0.09% +2,067 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 50,530 $2.72M 0.51% -1,703 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 50,498 $2.71M 0.81% +150 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 50,100 $2.69M 0.65% 0 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 49,819 $2.68M 1.27% +2,079 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 49,513 $2.66M 2.04% -1,501 13F-HR Timeline Elmwood Wealth Management, Inc. 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