VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 5,172 $321K 0.24% new 13F-HR Timeline Citrine Capital LLC More: the full row for Citrine Capital LLC 5,165 $321K 0.2% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 5,163 $321K 0.25% +16 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 5,118 $318K 0.12% 0 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 5,113 $318K 0.06% 0 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 5,102 $317K 0.02% +1,119 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 4,959 $317K 0.14% +800 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 5,086 $316K 0.02% +1,153 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 5,072 $315K 0.01% +1 13F-HR/A Timeline Newman Dignan & Sheerar, Inc. 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More: the full row for Pinnacle Bancorp, Inc. 4,885 $303K 0.1% 0 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 4,878 $303K 0.04% -5,660 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,868 $302K 0.03% +133 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 4,866 $302K 0.08% +390 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 4,854 $301K 0.07% new 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 4,838 $300K 0.14% new 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 4,838 $300K 0.08% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 4,829 $300K 0.01% -16,415 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 4,825 $300K 0.01% +174 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 4,820 $299K 0.08% -537 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 4,811 $299K 0.07% new 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 4,811 $299K 0.22% new 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 5,337 $296K 0.1% +1 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 4,764 $296K 0.02% -315 13F-HR Timeline Eldridge Investment Advisors, Inc. 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More: the full row for Hurlow Wealth Management Group, Inc. 4,604 $286K 0.09% 0 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 4,591 $285K 0.04% +96 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 4,590 $285K 0.16% -98 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 4,580 $284K 0.07% +924 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 4,566 $284K 0.05% +769 13F-HR Timeline Mission Creek Capital Partners, Inc. 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Roy Papp & Associates, LLP 3,732 $232K 0.03% +57 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 3,712 $231K 0.11% new 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 3,707 $230K -10,510 Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 3,706 $230K 0.18% 0 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 3,704 $230K 0.18% +17 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 3,691 $229K 0.03% -98 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 3,668 $228K 0.1% 0 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 3,660 $227K 0.04% +250 13F-HR Timeline American Investment Services, Inc. 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More: the full row for Williams Jones Wealth Management, LLC. 3,543 $220K <0.01% 0 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 3,526 $219K 0.11% new 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 3,523 $219K 0.11% +20 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 3,518 $218K 0.08% -355 13F-HR Timeline Group FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 3,516 $218K 0.01% new 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 3,503 $218K 0.13% new 13F-HR/A Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 3,501 $217K 0.02% +25 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 3,498 $217K 0.05% 0 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 3,541 $217K 0.03% +100 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 3,486 $216K 0.12% -346 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 3,479 $216K 0.03% 0 13F-HR/A Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 3,466 $215K 0.03% 0 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 3,465 $215K 0.03% new 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 3,463 $215K 0.02% new 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 3,456 $215K 0.12% -1,444 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 3,443 $214K 0.02% -500 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 3,435 $213K 0.03% 0 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 3,401 $211K 0.04% new 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 3,395 $211K 0.02% -220 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 3,305 $211K 0.1% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 3,390 $211K 0.14% 0 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 3,384 $210K 0.03% -74,413 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 3,373 $209K 0.01% new 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 3,280 $209K 0.02% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 3,362 $209K 0.01% +125 13F-HR Timeline Group Financial Sense Advisors, Inc. 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More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 3,321 $206K 0.04% new 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 3,315 $206K 0.16% +10 13F-HR/A Timeline Wealthquest Corp More: the full row for Wealthquest Corp 3,313 $206K 0.02% new 13F-HR/A Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 3,300 $205K 0.12% new 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 3,300 $205K 0.01% new 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 3,300 $205K 0.03% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 3,295 $205K 0.06% +168 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 3,289 $204K 0.01% new 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 3,130 $204K 0.02% new 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 3,130 $203K 0.12% new 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 3,255 $202K 0.27% new 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 3,232 $201K 0.18% new 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 3,224 $200K 0.14% new 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 3,220 $200K 0.09% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,888 $179K 0.01% +914 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,743 $170K <0.01% +2,090 13F-HR Timeline Group Fairman Group, LLC More: the full row for Fairman Group, LLC 2,811 $165K 0.15% +8 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 2,544 $158K 0.1% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 2,451 $152K 0.04% +2,356 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 2,445 $152K 0.05% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 2,407 $150K 0.04% -77,219 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 2,407 $150K 0.09% +2,372 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 2,296 $143K 0.01% 0 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 2,281 $142K 0.15% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 2,234 $139K 0.03% +6 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 2,163 $134K 0.03% +7 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 2,135 $133K 0.05% +1 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 2,121 $131K 0.02% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 2,106 $131K 0.02% -125 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,910 $119K 0.04% +5 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,908 $118K 0.02% +240 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,856 $115K 0.01% +456 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 1,846 $115K 0.02% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. 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