Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 5,324 $411K 0.03% -684 13F-HR Timeline Group Genesis Financial Group, LLC More: the full row for Genesis Financial Group, LLC 5,321 $410K 0.28% +1,284 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 5,018 $410K 0.17% +1,888 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 5,318 $410K 0.23% +6 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 5,312 $410K <0.01% new 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 5,277 $407K 0.01% -67 13F-HR/A Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 5,269 $406K 0.01% +117 13F-HR Timeline Citrine Capital LLC More: the full row for Citrine Capital LLC 5,268 $406K 0.18% +103 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 5,243 $404K 0.01% +157 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 5,230 $403K 0.12% -2,445 13F-HR Timeline Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 5,199 $401K 0.22% -113 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 5,184 $400K 0.17% +5 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 5,170 $399K 0.26% new 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 5,162 $398K 0.18% +135 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 5,161 $398K 0.06% new 13F-HR Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 5,147 $397K 0.11% -1,265 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 5,113 $394K 0.06% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 5,096 $393K 0.06% -250 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 4,710 $391K 0.08% -164 13F-HR Timeline Capital World Investors More: the full row for Capital World Investors 5,212 $389K <0.01% -17,451 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 5,039 $389K 0.11% 0 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 5,038 $388K 0.01% -1,065 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 5,000 $386K 0.39% 0 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 4,967 $383K 0.03% +786 13F-HR Timeline MUSTICO FINANCIAL GROUP, INC. 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Prunier Capital Management LLC 3,829 $295K 0.13% +1 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 3,823 $295K 0.15% -326 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 3,818 $294K 0.05% new 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 3,817 $294K 0.05% +94 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 3,813 $294K 0.03% +148 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 3,890 $293K 0.12% 0 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 3,801 $293K 0.02% +996 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 3,798 $293K 0.09% 0 13F-HR Timeline Great Lakes Retirement, Inc. 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