Balentine LLC More: the full row for Balentine LLC 5,732 $1.25M 0.05% -61 13F-HR Timeline Winthrop Partners - WNY, LLC More: the full row for Winthrop Partners - WNY, LLC 5,719 $1.24M 0.66% -47 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 5,717 $1.24M 0.34% -50 13F-HR/A Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 5,951 $1.24M 0.8% +5 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 5,692 $1.24M 1.07% -10 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 5,673 $1.23M 0.52% -87 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 5,670 $1.23M 0.54% -144 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 5,665 $1.23M 0.07% -1,686 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 5,656 $1.23M 0.99% -911 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 5,652 $1.23M 0.43% +61 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 5,632 $1.22M 0.79% -41 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 5,626 $1.22M 0.17% +2,428 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 5,618 $1.22M 0.41% +892 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 5,601 $1.22M 0.32% -706 13F-HR Timeline PDT Partners, LLC More: the full row for PDT Partners, LLC 5,600 $1.22M 0.07% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 5,591 $1.22M 0.05% -260 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 5,589 $1.22M 0.49% +194 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 5,590 $1.22M 0.16% -53 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 5,580 $1.21M 0.81% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 5,561 $1.21M 0.13% +506 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 5,560 $1.21M 0.05% +56 13F-HR Timeline Group Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 19,953 $1.21M 0.24% -9,539 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 5,554 $1.21M 0.87% +547 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 5,551 $1.21M 0.46% -53 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 5,550 $1.21M 0.5% -10 13F-HR Timeline Targeted Financial Services LLC More: the full row for Targeted Financial Services LLC 5,541 $1.21M 0.99% -498 13F-HR Timeline Wellment Financial More: the full row for Wellment Financial 5,538 $1.2M 1.49% new 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 5,537 $1.2M 0.38% -22 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 5,537 $1.2M 0.05% +462 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 5,536 $1.2M 0.24% +489 13F-HR Timeline KTF INVESTMENTS, LLC More: the full row for KTF INVESTMENTS, LLC 5,535 $1.2M 0.21% -270 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 5,527 $1.2M 0.47% 13F-HR/A Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 5,514 $1.2M 0.57% +200 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 5,503 $1.2M 0.15% +3 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 5,494 $1.19M 0.02% +93 13F-HR Timeline Group Vann Equity Management LLC More: the full row for Vann Equity Management LLC 5,491 $1.19M 0.85% 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 5,483 $1.19M 0.15% -111 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 5,480 $1.19M 1.05% +363 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 5,478 $1.19M 0.03% +3,146 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 5,475 $1.19M 0.04% -36 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 5,468 $1.19M 0.15% +3,034 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 5,465 $1.19M 0.49% +70 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 5,447 $1.18M 0.32% new 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 5,441 $1.18M 0.2% +41 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 5,437 $1.18M 0.85% +53 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 5,426 $1.18M 0.59% -345 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 5,425 $1.18M 0.23% -30 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 5,414 $1.18M 0.8% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Canopy Partners, LLC More: the full row for Canopy Partners, LLC 5,409 $1.18M 0.4% +29 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 5,401 $1.17M 0.17% -50 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 5,399 $1.17M 0.36% +343 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 5,392 $1.17M 0.12% -146 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 5,384 $1.17M 0.13% +5 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 5,345 $1.16M 0.56% 0 13F-HR Timeline PERKINS CAPITAL MANAGEMENT INC More: the full row for PERKINS CAPITAL MANAGEMENT INC 5,342 $1.16M 1.09% -500 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 5,335 $1.16M 0.17% -50 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 5,872 $1.16M 0.24% +235 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 5,326 $1.16M 0.79% -22 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 5,321 $1.16M 0.13% -59 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 5,313 $1.16M 1.1% +58 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 5,054 $1.15M 0.48% 0 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 5,309 $1.15M 0.1% -229 13F-HR Timeline Cyr Financial Inc. More: the full row for Cyr Financial Inc. 5,303 $1.15M 0.68% +903 13F-HR Timeline DELPHI MANAGEMENT INC /MA/ More: the full row for DELPHI MANAGEMENT INC /MA/ 5,302 $1.15M 1.38% -1,418 13F-HR Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 5,284 $1.15M 1.03% +610 13F-HR Timeline CORDA Investment Management, LLC. More: the full row for CORDA Investment Management, LLC. 5,274 $1.15M 0.08% +41 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 5,273 $1.15M 0.3% -82 13F-HR Timeline FinArc Investments, Inc. More: the full row for FinArc Investments, Inc. 5,269 $1.15M 1.1% -261 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 5,263 $1.14M 0.88% +124 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 5,262 $1.14M 0.21% -115 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 5,244 $1.14M 0.81% +17 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 5,230 $1.14M 0.64% 0 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 5,227 $1.14M 0.19% +17 13F-HR Timeline RICE HALL JAMES & ASSOCIATES, LLC More: the full row for RICE HALL JAMES & ASSOCIATES, LLC 5,209 $1.13M 0.06% -120 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 5,196 $1.13M 0.01% -310 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 5,186 $1.13M 0.12% +682 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 5,186 $1.13M 0.51% +90 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 5,181 $1.13M 0.65% -100 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 5,176 $1.13M 0.21% -532 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 4,922 $1.12M 0.1% -200 13F-HR Timeline Group Penbrook Management LLC More: the full row for Penbrook Management LLC 5,170 $1.12M 0.85% -60 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 5,145 $1.12M 0.03% +364 13F-HR Timeline Group Code Waechter LLC More: the full row for Code Waechter LLC 5,139 $1.12M 0.66% -493 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 5,132 $1.12M 0.1% +576 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 5,128 $1.12M 0.27% +99 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 5,123 $1.11M 0.45% -240 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 5,121 $1.11M 0.22% -106 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 5,116 $1.11M 0.07% new 13F-HR Timeline Ergawealth Advisors, Inc. More: the full row for Ergawealth Advisors, Inc. 5,116 $1.11M 0.49% +102 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 5,108 $1.11M 0.16% -44 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 5,096 $1.11M 0.2% -255 13F-HR Timeline WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 5,094 $1.11M 0.92% +2,159 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 5,092 $1.11M 0.37% +188 13F-HR Timeline BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 5,089 $1.11M 0.41% +28 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 5,087 $1.11M 0.2% -5,227 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 5,086 $1.11M 0.77% -12 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 5,071 $1.1M 0.72% -993 13F-HR Timeline Pekao Towarzystwo Funduszy Inwestycyjny… More: the full row for Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 5,060 $1.1M 0.82% +2,203 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 5,055 $1.1M 0.46% +2,161 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 5,055 $1.1M 0.52% -100 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 5,043 $1.1M 0.53% +65 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 5,039 $1.1M 0.28% +37 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 5,038 $1.1M 0.52% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 5,034 $1.09M 0.26% +133 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 5,033 $1.09M 0.29% -45 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 5,033 $1.09M 0.08% -2,073 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 5,030 $1.09M 0.14% -766 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 5,028 $1.09M 0.1% +2,958 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 5,234 $1.09M 0.1% -117 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 5,025 $1.09M 0.47% +72 13F-HR Timeline SKBA CAPITAL MANAGEMENT LLC More: the full row for SKBA CAPITAL MANAGEMENT LLC 5,019 $1.09M 0.15% 0 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 5,002 $1.09M 0.24% +44 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 5,000 $1.09M 0.2% -390 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 4,999 $1.09M 0.06% -25 13F-HR Timeline Orographic Financial Advisors, LLC More: the full row for Orographic Financial Advisors, LLC 4,999 $1.09M 0.77% 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 4,996 $1.09M 0.72% +210 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 4,993 $1.09M 0.3% -23 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 4,987 $1.08M 0.39% -350 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 4,979 $1.08M 0.58% -41 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 4,973 $1.08M 0.26% +164 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 4,967 $1.08M 0.31% +35 13F-HR Timeline BROOKTREE CAPITAL MANAGEMENT More: the full row for BROOKTREE CAPITAL MANAGEMENT 4,958 $1.08M 0.85% 0 13F-HR Timeline MONTCHANIN ASSET MANAGEMENT, LLC More: the full row for MONTCHANIN ASSET MANAGEMENT, LLC 4,955 $1.08M 1.15% 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 4,955 $1.08M 0.76% +2,914 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 4,942 $1.07M 0.62% -227 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 4,941 $1.07M 0.25% -187 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 4,940 $1.07M 0.54% -75 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 4,932 $1.07M 0.03% +206 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 4,923 $1.07M 0.03% +157 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 4,912 $1.07M 0.36% +1,400 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 4,910 $1.07M 0.15% +1 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 4,908 $1.07M 0.08% +608 13F-HR Timeline Group Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 4,906 $1.07M 0.25% -132 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 4,902 $1.07M 0.49% 0 13F-HR Timeline Quilter Plc in group Quilter Plc More: the full row for Quilter Plc 4,900 $1.07M 0.02% -164 13F-HR Timeline Group IFG Advisors, LLC More: the full row for IFG Advisors, LLC 4,900 $1.07M 0.17% 0 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 4,893 $1.06M 0.09% -801 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 4,972 $1.06M 0.59% -1,957 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 4,880 $1.06M 0.14% -43 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 4,876 $1.06M 0.05% -916 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 4,873 $1.06M 0.11% 0 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 4,873 $1.06M 0.56% +128 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 4,870 $1.06M 0.37% -4,215 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 4,867 $1.06M 0.46% -757 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 4,867 $1.06M 0.19% -317 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 4,866 $1.06M 0.63% +956 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 4,865 $1.06M 0.23% +3,676 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 4,864 $1.06M 0.28% +408 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 4,857 $1.06M 0.27% +162 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 4,829 $1.05M 0.2% -1,400 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 4,825 $1.05M 0.24% +360 13F-HR Timeline Center for Wealth Management Advisory More: the full row for Center for Wealth Management Advisory 4,823 $1.05M 0.76% +35 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 4,818 $1.05M 0.23% +1 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 4,815 $1.05M 0.69% 0 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 4,808 $1.05M 0.43% -301 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 4,857 $1.04M 0.67% -293 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 4,797 $1.04M 0.13% -129 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 4,792 $1.04M 0.28% +2,398 13F-HR Timeline Broadleaf Partners, LLC More: the full row for Broadleaf Partners, LLC 4,787 $1.04M 0.24% 0 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 4,785 $1.04M 0.42% -3 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 4,781 $1.04M 0.6% -349 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 4,892 $1.04M 0.06% -850 13F-HR/A Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 4,775 $1.04M 0.53% 0 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 4,761 $1.04M 0.01% -472 13F-HR Timeline Group PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 4,759 $1.04M 0.18% -6,009 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 4,758 $1.03M 0.26% -2 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 4,732 $1.03M 0.44% +40 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 4,731 $1.03M 0.12% +1,475 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 5,203 $1.03M 0.22% +111 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 4,719 $1.03M 0.05% new 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 4,717 $1.03M 0.06% -480 13F-HR Timeline Pinnacle Wealth Management Group, Inc. 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Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 4,653 $1.01M 0.48% 0 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 4,651 $1.01M 0.52% 0 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 4,649 $1.01M 0.45% +3 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 4,645 $1.01M 0.06% +414 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 4,634 $1.01M 0.14% +22 13F-HR Timeline Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 4,619 $1M 0.85% -232 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 4,616 $1M 0.13% +78 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 4,614 $1M 0.53% -808 13F-HR Timeline Bernicke Wealth Management, Ltd. 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