Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 22,448 $4.92M 2.36% 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 22,444 $4.92M new Timeline Boxwood Ventures, Inc. More: the full row for Boxwood Ventures, Inc. 22,420 $4.92M 6.58% 0 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 22,346 $4.9M 3.44% +375 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 22,338 $4.9M 3.26% -378 13F-HR Timeline William Allan Corp More: the full row for William Allan Corp 22,319 $4.9M 3.01% +3,000 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 22,275 $4.89M 3.41% -425 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 22,257 $4.88M 2.06% +371 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 22,199 $4.87M 2.45% +932 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 22,187 $4.87M 3.44% -598 13F-HR Timeline Shorepoint Capital Partners LLC More: the full row for Shorepoint Capital Partners LLC 22,186 $4.87M 1.11% +527 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 22,168 $4.86M 2.72% +187 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 22,160 $4.86M 2.06% +729 13F-HR Timeline BROWN CAPITAL MANAGEMENT LLC More: the full row for BROWN CAPITAL MANAGEMENT LLC 22,159 $4.86M 0.11% -3,238 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 22,122 $4.85M 0.39% +150 13F-HR/A Timeline Arnhold LLC More: the full row for Arnhold LLC 22,115 $4.85M 0.48% -410 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 22,106 $4.85M 3.58% -2,866 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 22,099 $4.85M 2.7% 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 22,068 $4.84M 3.08% 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 22,020 $4.83M 2.3% +167 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 22,015 $4.83M 3.42% -1,030 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 21,932 $4.81M 2.43% +1,565 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 21,919 $4.81M 0.97% +1,113 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 21,909 $4.81M 0.45% -188 13F-HR Timeline GLYNN CAPITAL MANAGEMENT LLC More: the full row for GLYNN CAPITAL MANAGEMENT LLC 21,901 $4.8M 1.13% 0 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 21,886 $4.8M 0.4% +9,913 13F-HR Timeline Group Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 21,870 $4.8M 2.12% +227 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 21,851 $4.79M 0.85% -2,239 13F-HR Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 21,830 $4.79M 1.12% +222 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 21,821 $4.79M 0.91% -2,238 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 21,805 $4.78M 0.68% -34 13F-HR Timeline U S WEALTH GROUP, LLC. More: the full row for U S WEALTH GROUP, LLC. 21,800 $4.78M 3.62% 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 21,791 $4.78M 3.09% +165 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 21,393 $4.78M 1.85% +1,299 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 21,778 $4.78M 1.68% +1,593 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 21,773 $4.78M 0.69% +268 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 21,755 $4.77M 1.52% -94 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 21,746 $4.77M 1.88% +8,623 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 21,714 $4.76M 4.29% 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 21,625 $4.74M 1.63% -743 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 21,607 $4.74M 2.48% +7,382 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 21,569 $4.73M 0.58% +958 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 21,547 $4.73M 0.2% -260 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 21,536 $4.72M 1% -3,899 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 21,532 $4.72M 4.24% -645 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 21,494 $4.72M 3.24% -171 13F-HR Timeline Waratah Capital Advisors Ltd. More: the full row for Waratah Capital Advisors Ltd. 21,488 $4.71M 0.26% -137,675 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 21,430 $4.7M 1.71% +1,133 13F-HR Timeline CORBYN INVESTMENT MANAGEMENT INC/MD More: the full row for CORBYN INVESTMENT MANAGEMENT INC/MD 21,428 $4.7M 1.69% -738 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 21,335 $4.68M 4.12% 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 21,326 $4.68M 1.92% +484 13F-HR Timeline Unigestion Holding SA More: the full row for Unigestion Holding SA 21,320 $4.68M 0.27% +1,536 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 21,296 $4.67M 0.66% -1,122 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 21,290 $4.67M 1.24% +991 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 21,283 $4.67M 1.8% +153 13F-HR Timeline Hayek Kallen Investment Management More: the full row for Hayek Kallen Investment Management 21,267 $4.67M 1.7% -380 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 21,267 $4.67M 1.89% -2,014 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 21,264 $4.67M 1.52% +964 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 21,260 $4.66M 2.61% 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 21,257 $4.66M 1.21% +1,044 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 22,823 $4.66M 0.03% +20,956 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 21,222 $4.66M 0.32% -3,492 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 21,218 $4.66M 0.62% +1,049 13F-HR Timeline Passumpsic Savings Bank More: the full row for Passumpsic Savings Bank 21,215 $4.65M 2.9% -643 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 21,192 $4.65M 1.01% +824 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 21,175 $4.65M 1.16% -50 13F-HR Timeline Connective Capital Management, LLC More: the full row for Connective Capital Management, LLC 21,140 $4.64M 5.4% 0 13F-HR Timeline OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 21,140 $4.64M 3.71% +1,964 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 21,130 $4.64M 1.25% +607 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 21,107 $4.63M 0.46% -44 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 21,083 $4.63M 0.97% +186 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 21,076 $4.62M 1.79% +1,526 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 21,071 $4.62M 0.84% -4,853 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 21,070 $4.62M 0.78% +16 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 21,056 $4.62M 4.98% 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 21,043 $4.62M 0.9% +973 13F-HR Timeline Group DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 19,605 $4.62M 0.71% +3,230 13F-HR Timeline Private Portfolio Partners LLC More: the full row for Private Portfolio Partners LLC 21,025 $4.61M 0.85% +440 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 21,014 $4.61M 1.06% +223 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 20,962 $4.6M 2.11% +575 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 20,960 $4.6M 3.35% 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 20,957 $4.6M 2.99% -145 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 20,904 $4.59M 1.29% +1,176 13F-HR Timeline Regency Capital Management Inc.\DE More: the full row for Regency Capital Management Inc.\DE 20,895 $4.58M 2.48% +5,506 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 24,577 $4.58M 2.7% 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 20,845 $4.57M 1.54% +241 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 20,840 $4.57M 1.6% -194 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 20,799 $4.56M 3.89% 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 20,779 $4.56M 0.64% -558 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 20,770 $4.56M 3.4% 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 20,752 $4.55M 0.39% +5,214 13F-HR Timeline Lindenwold Advisors, INC More: the full row for Lindenwold Advisors, INC 20,728 $4.55M 2.43% -469 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 20,594 $4.54M 1.89% +1,519 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 20,609 $4.52M 1.39% +130 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 20,593 $4.52M 0.04% +2,534 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 18,992 $4.51M 3.88% 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 20,556 $4.51M 1.15% -909 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 20,526 $4.5M 2.18% -82 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 24,609 $4.5M 1.18% -5,615 13F-HR Timeline Credit Capital Investments LLC More: the full row for Credit Capital Investments LLC 20,500 $4.5M 5.83% 0 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 20,500 $4.5M 4.71% 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 20,492 $4.5M 3.28% 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 20,491 $4.5M 1.19% +11,427 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 20,527 $4.49M 3.69% 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 20,451 $4.49M 1.43% -50 13F-HR Timeline Northwest Bank & Trust Co More: the full row for Northwest Bank & Trust Co 21,574 $4.48M 3.31% +86 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 20,435 $4.48M 1.18% -1,427 13F-HR Timeline BCWM, LLC More: the full row for BCWM, LLC 20,426 $4.48M 1.6% 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 20,382 $4.47M 2.34% +4,194 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 20,355 $4.47M 2.12% -150 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 20,352 $4.47M 1.71% +189 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 20,351 $4.46M 0.89% +290 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 20,347 $4.46M 1.53% -1,884 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 20,315 $4.46M 2.26% +156 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 20,304 $4.45M 5.65% 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 20,275 $4.45M 1.94% -187 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 20,228 $4.44M 1.68% +1,030 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 20,217 $4.43M 1.82% +90 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 20,192 $4.43M 1.48% +442 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 20,141 $4.42M 1.73% -1,723 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 20,116 $4.41M 3.06% -2,180 13F-HR Timeline BLACKHILL CAPITAL INC More: the full row for BLACKHILL CAPITAL INC 20,100 $4.41M 0.23% 0 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 20,064 $4.4M 2.24% +5,355 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 20,047 $4.4M 0.95% +2,451 13F-HR Timeline ANB BANK More: the full row for ANB BANK 20,022 $4.39M 1.93% 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 19,999 $4.39M 1.41% -530 13F-HR Timeline INKWELL CAPITAL LLC More: the full row for INKWELL CAPITAL LLC 19,972 $4.38M 4.69% 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 19,971 $4.38M 0.52% +581 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 19,944 $4.38M 2.15% 0 13F-HR Timeline Sandhill Capital Partners LLC More: the full row for Sandhill Capital Partners LLC 19,932 $4.37M 0.34% new 13F-HR Timeline Turn8 Private Wealth Inc. More: the full row for Turn8 Private Wealth Inc. 19,854 $4.36M 3.11% 13F-HR Timeline Elefante Mark B More: the full row for Elefante Mark B 19,840 $4.35M 3.97% 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 19,836 $4.35M 3.15% +7,609 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 19,824 $4.35M 0.85% -124 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 19,818 $4.35M 0.55% -8,279 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 19,814 $4.35M 0.31% -1,733 13F-HR Timeline HENDLEY & CO INC More: the full row for HENDLEY & CO INC 19,793 $4.34M 1.52% -15 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 19,761 $4.34M 0.72% -703 13F-HR Timeline UNTITLED INVESTMENTS LP More: the full row for UNTITLED INVESTMENTS LP 19,752 $4.33M 1.06% 0 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 19,750 $4.33M 0.52% -694 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 19,717 $4.33M 1.21% -783 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 19,700 $4.32M 0.78% -318 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 19,638 $4.31M 1.38% -439 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 273,747 $4.31M 1.44% +214,360 13F-HR Timeline TB Alternative Assets Ltd. More: the full row for TB Alternative Assets Ltd. 19,567 $4.29M 1.11% -10,531 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 19,565 $4.29M 0.8% -301 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 19,551 $4.29M 1.06% +875 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 18,150 $4.29M 1.58% -169 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 18,687 $4.28M 4.71% 13F-HR Timeline Thematics Asset Management More: the full row for Thematics Asset Management 19,514 $4.28M 0.19% -3,272 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 19,515 $4.28M 3.06% +45 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 19,475 $4.27M 0.56% +2,965 13F-HR Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 19,466 $4.27M 1.12% +425 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 19,465 $4.27M 2.17% 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 19,461 $4.27M 0.14% +1,236 13F-HR Timeline Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 19,458 $4.27M 2.76% +903 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 19,454 $4.27M 1.16% +2,749 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 19,403 $4.26M 3.65% 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 19,367 $4.25M 2.25% -2,097 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 19,360 $4.25M 1% -1,750 13F-HR Timeline Ascent Capital Management, LLC More: the full row for Ascent Capital Management, LLC 19,273 $4.23M 4.32% 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 19,261 $4.23M 0.62% +1,634 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 19,229 $4.22M 0.63% -50 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 19,226 $4.22M 0.04% -163 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 19,206 $4.21M 3.21% -76 13F-HR Timeline Kampmann Melissa S. More: the full row for Kampmann Melissa S. 19,170 $4.21M 3.31% -2,295 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 19,162 $4.2M 0.69% -277 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 19,130 $4.2M 0.87% -542 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 19,106 $4.19M 0.85% -255 13F-HR Timeline Apex Wealth Management, LLC More: the full row for Apex Wealth Management, LLC 19,034 $4.18M 3.6% 13F-HR Timeline SAM Advisors, LLC More: the full row for SAM Advisors, LLC 19,036 $4.17M 1.51% -700 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 18,956 $4.16M 1.35% +386 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 18,940 $4.16M 0.84% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 18,940 $4.16M 2.53% -1,907 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 18,905 $4.15M 2.38% +821 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 18,878 $4.14M 0.84% -605 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 18,873 $4.14M 0.28% -118 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 18,867 $4.14M 2.69% +1,186 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 18,846 $4.13M 2.18% +60 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 18,842 $4.13M 2.74% +922 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 18,819 $4.13M 2.58% 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 18,802 $4.12M 0.8% 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 18,792 $4.12M 1.29% +133 13F-HR Timeline Parkshore Wealth Management, Inc. 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