Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 15,729 $3.63M 1.32% +12,890 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 15,722 $3.63M 0.21% +35 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 15,697 $3.62M 1.51% -5 13F-HR Timeline Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 15,692 $3.62M 0.78% +6,031 13F-HR Timeline HEARTLAND ADVISORS INC More: the full row for HEARTLAND ADVISORS INC 15,685 $3.62M 0.2% +2,137 13F-HR Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 15,649 $3.61M 2.38% 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 15,635 $3.61M 0.26% +11,510 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 15,610 $3.6M 2.02% +1,528 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 15,199 $3.6M 2.54% -1,607 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 15,580 $3.6M 0.88% +573 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 15,527 $3.58M 1.39% -895 13F-HR Timeline Aft, Forsyth & Sober, LLC More: the full row for Aft, Forsyth & Sober, LLC 15,500 $3.58M 1.08% 0 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 15,489 $3.58M 1.32% -164 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 15,433 $3.56M 2% -422 13F-HR Timeline Fortune 45 LLC More: the full row for Fortune 45 LLC 15,715 $3.56M 1.7% +356 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 15,418 $3.56M 1.06% +44 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 15,411 $3.56M 0.96% -5 13F-HR Timeline Andrew Hill Investment Advisors, Inc. More: the full row for Andrew Hill Investment Advisors, Inc. 15,371 $3.55M 2.7% -1,969 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 15,340 $3.54M 2.22% +2,662 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 15,335 $3.54M 1.81% 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 15,179 $3.54M 0.44% -94 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 15,317 $3.54M 1.35% -1,689 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 15,313 $3.53M 1.29% +1,607 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 15,312 $3.53M 1.2% -383 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 15,299 $3.53M 0.85% -373 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 15,292 $3.53M 2.37% +32 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 15,214 $3.51M 1.09% -89 13F-HR Timeline Dougherty & Associates, LLC More: the full row for Dougherty & Associates, LLC 15,209 $3.51M 3.14% 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 15,187 $3.51M 1.31% +409 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 15,183 $3.5M 0.26% +245 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 15,176 $3.5M 1.1% -100 13F-HR Timeline Del-Sette Capital Management, LLC More: the full row for Del-Sette Capital Management, LLC 15,170 $3.5M 2.16% +744 13F-HR Timeline RoundAngle Advisors LLC More: the full row for RoundAngle Advisors LLC 15,163 $3.5M 2.55% +169 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 15,160 $3.5M 1.07% +344 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 15,131 $3.49M 1.74% 13F-HR Timeline Corecam Pte. Ltd. More: the full row for Corecam Pte. Ltd. 15,120 $3.49M 1.85% new 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 15,119 $3.49M 2.78% +398 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 15,117 $3.49M 1.85% +70 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 15,104 $3.49M 0.28% +2,795 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 15,096 $3.48M 2.45% +62 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 15,089 $3.48M 1.16% +30 13F-HR Timeline Goldenstone Wealth Management LLC More: the full row for Goldenstone Wealth Management LLC 15,072 $3.48M 2.6% 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 15,047 $3.47M 3% +270 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 15,035 $3.47M 1.89% +141 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 15,028 $3.47M 0.81% 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 15,020 $3.47M 1.03% +169 13F-HR/A Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 15,019 $3.47M 1.24% +19 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 15,017 $3.47M 1.25% -96 13F-HR Timeline Canal Insurance CO More: the full row for Canal Insurance CO 15,000 $3.46M 0.84% 0 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 14,985 $3.46M 1.7% +773 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 14,925 $3.45M 0.51% -289 13F-HR Timeline Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 14,922 $3.44M 3.3% 13F-HR Timeline CLG LLC More: the full row for CLG LLC 14,916 $3.44M 0.86% +109 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 14,911 $3.44M 1.07% -38 13F-HR Timeline Graphene Investments SAS More: the full row for Graphene Investments SAS 14,900 $3.44M 2.16% 0 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 14,898 $3.44M 1.05% +149 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 14,891 $3.44M 0.9% +2,086 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 14,887 $3.44M 1.24% +406 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 14,876 $3.43M 2.31% -329 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 14,841 $3.43M 0.06% +384 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 14,817 $3.42M 0.48% -898 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 14,789 $3.41M 1.87% -217 13F-HR Timeline Capelight Capital Asset Management LP More: the full row for Capelight Capital Asset Management LP 14,783 $3.41M 3.38% 13F-HR/A Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 14,771 $3.41M 0.68% -16,230 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 14,767 $3.41M 1.65% -302 13F-HR Timeline Greenbush Financial Group, LLC More: the full row for Greenbush Financial Group, LLC 14,766 $3.41M 1.16% +1,146 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 13,774 $3.41M 1.74% +771 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 14,750 $3.4M 2.11% -1,050 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 14,746 $3.4M 0.63% +538 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 14,725 $3.4M 0.84% -348 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 14,720 $3.4M 1.04% +328 13F-HR Timeline Directional Asset Management More: the full row for Directional Asset Management 14,717 $3.4M 2.98% 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 14,695 $3.39M 1.49% -439 13F-HR Timeline Braeburn Wealth Management LLC More: the full row for Braeburn Wealth Management LLC 14,690 $3.39M 1.73% 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 14,690 $3.39M 2.2% +85 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 14,683 $3.39M 1.6% +1,143 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 13,920 $3.38M 0.53% -232 13F-HR Timeline Sullivan Wood Capital Management LLC More: the full row for Sullivan Wood Capital Management LLC 14,625 $3.38M 5.09% +1,950 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 14,619 $3.37M 1.68% +546 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 14,618 $3.37M 0.32% +540 13F-HR Timeline HILLTOP WEALTH ADVISORS, LLC More: the full row for HILLTOP WEALTH ADVISORS, LLC 14,615 $3.37M 1.69% +394 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 14,613 $3.37M 1.98% -301 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 14,604 $3.37M 1.28% +40 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 14,604 $3.37M 1.37% -41 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 14,588 $3.37M 0.85% +157 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 14,575 $3.36M 0.99% -4,230 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 14,573 $3.36M 2.54% +467 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 14,513 $3.35M 2.19% -1,380 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 14,481 $3.34M 0.47% +2,283 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 14,468 $3.34M 2.39% +93 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 14,447 $3.33M 2.65% 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 14,444 $3.33M 1.03% +1,509 13F-HR Timeline Cunning Capital Partners, LP More: the full row for Cunning Capital Partners, LP 14,440 $3.33M 1.54% 0 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 14,433 $3.33M 1.38% -273 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 14,433 $3.33M 1.07% +1,355 13F-HR Timeline MFG WEALTH MANAGEMENT, INC. More: the full row for MFG WEALTH MANAGEMENT, INC. 14,432 $3.33M 2.6% -9 13F-HR Timeline Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 14,411 $3.33M 2.62% +48 13F-HR Timeline Shearwater Capital LLC More: the full row for Shearwater Capital LLC 14,379 $3.32M 1.91% +60 13F-HR Timeline WMS Group LLC More: the full row for WMS Group LLC 14,371 $3.32M 4.22% 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 14,353 $3.31M 0.67% -4,399 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 14,353 $3.31M 0.45% -8 13F-HR Timeline FORESIGHT CAPITAL MANAGEMENT ADVISORS, … More: the full row for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 14,337 $3.31M 1.79% +366 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 14,335 $3.31M 1.88% 0 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 14,329 $3.31M 1.46% -5,744 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 14,321 $3.31M 0.39% -221 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 14,300 $3.3M 0.87% 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 14,293 $3.3M 0.61% +6,826 13F-HR Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 14,283 $3.3M 2.83% 13F-HR Timeline Dala Group, LLC More: the full row for Dala Group, LLC 14,275 $3.29M 2.85% 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 14,267 $3.29M 0.4% +4,019 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 14,267 $3.29M 0.27% -241 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 14,250 $3.29M 0.56% +600 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 14,232 $3.29M 1.09% 13F-HR/A Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 14,231 $3.28M 1.19% +132 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 14,230 $3.28M 1.68% +221 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 14,205 $3.28M 1.87% -1,209 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 14,202 $3.28M 1.88% +272 13F-HR Timeline LSP Investment Advisors, LLC in group LSP Investment Advisors, LLC More: the full row for LSP Investment Advisors, LLC 14,200 $3.28M 1.74% 0 13F-HR Timeline Group LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 14,198 $3.28M 0.5% +655 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 14,174 $3.27M 0.7% +515 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 14,134 $3.26M 2.08% -992 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 13,688 $3.26M 1.05% -1,437 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 14,108 $3.26M 1.15% +47 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 14,103 $3.26M 1.08% +81 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 14,101 $3.25M 0.22% +3,818 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 14,086 $3.25M 1.09% +4,289 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 15,837 $3.25M 0.74% -402 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 14,082 $3.25M 0.45% -1,914 13F-HR Timeline TIFF ADVISORY SERVICES, LLC More: the full row for TIFF ADVISORY SERVICES, LLC 14,074 $3.25M 0.56% +1,337 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 14,059 $3.25M 0.58% +4,045 13F-HR/A Timeline SWS Partners More: the full row for SWS Partners 14,056 $3.24M 0.78% -471 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 14,046 $3.24M 0.35% +2,762 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 14,019 $3.24M 1.78% -140 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 14,015 $3.23M 0.44% +169 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 13,243 $3.23M 0.34% -9 13F-HR Timeline Hardworking Capital Advisors, LLC More: the full row for Hardworking Capital Advisors, LLC 14,008 $3.23M 2.94% 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 14,004 $3.23M 0.76% +1,788 13F-HR Timeline Vines Capital Management, LLC More: the full row for Vines Capital Management, LLC 13,980 $3.23M 3.14% 13F-HR Timeline Bluebird Wealth Management LLC More: the full row for Bluebird Wealth Management LLC 13,960 $3.22M 3.01% 13F-HR Timeline True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 13,949 $3.22M 0.22% +12,433 13F-HR Timeline MARVIN & PALMER ASSOCIATES INC More: the full row for MARVIN & PALMER ASSOCIATES INC 13,946 $3.22M 2.27% new 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 13,942 $3.22M 0.63% +532 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 13,932 $3.22M 0.27% +616 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 13,910 $3.21M 0.68% +202 13F-HR Timeline Lattice Capital Management, LLC More: the full row for Lattice Capital Management, LLC 13,900 $3.21M 4.5% 0 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 13,886 $3.21M 1.06% -674 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 13,881 $3.2M 2.56% +243 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 13,880 $3.2M 0.34% -354 13F-HR Timeline Skylands Capital, LLC More: the full row for Skylands Capital, LLC 13,875 $3.2M 0.43% +2,000 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 13,867 $3.2M 0.72% +78 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 13,856 $3.2M 2.04% +15 13F-HR/A Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 13,827 $3.19M 0.62% +920 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 13,808 $3.19M 0.56% +483 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 13,805 $3.19M 0.85% +968 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 13,786 $3.18M 0.53% -195 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 13,780 $3.18M 0.31% +865 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 13,755 $3.17M 0.27% -1,483 13F-HR Timeline Alliance Private Wealth, LLC More: the full row for Alliance Private Wealth, LLC 13,286 $3.17M 1.1% 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 13,713 $3.17M 1.99% +1,263 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 13,710 $3.16M 1.05% -570 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 13,706 $3.16M 2.09% +352 13F-HR Timeline OV Management LLC More: the full row for OV Management LLC 13,694 $3.16M 2.74% -210 13F-HR Timeline Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 13,676 $3.16M 1.23% +271 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 13,650 $3.15M 2.57% -315 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 13,650 $3.15M 0.71% +3,827 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 13,641 $3.15M 0.98% +135 13F-HR Timeline Guardian Capital, LLC More: the full row for Guardian Capital, LLC 13,632 $3.15M 2.82% 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 13,612 $3.14M 1.1% +399 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 13,610 $3.14M 3.59% +87 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 13,595 $3.14M 0.57% 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 13,580 $3.13M 1.52% +106 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 13,576 $3.13M 2.09% -180 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 13,556 $3.13M 2.81% -221 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 13,543 $3.13M 2.25% -64 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 13,537 $3.12M 2.13% -243 13F-HR Timeline Trust Co More: the full row for Trust Co 13,534 $3.12M 0.29% +2,517 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 13,401 $3.12M 0.88% -328 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 13,524 $3.12M 0.99% +189 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 13,514 $3.12M 0.8% -13 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 13,509 $3.12M 0.35% +441 13F-HR/A Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 13,496 $3.12M 1.51% 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 13,462 $3.11M 1.04% +218 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 13,459 $3.11M 0.43% +301 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 13,447 $3.1M 0.35% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 13,441 $3.1M 0.85% +305 13F-HR Timeline Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 13,436 $3.1M 2.49% 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 13,432 $3.1M 1.43% -547 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 13,414 $3.1M 0.25% +2,156 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 13,405 $3.09M 1.12% -568 13F-HR Timeline SPWM Advisors LLC More: the full row for SPWM Advisors LLC 13,394 $3.09M 2.96% 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 13,370 $3.09M 0.99% 0 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 13,349 $3.08M 0.76% +44 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 13,342 $3.08M 1.38% +1,739 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 13,311 $3.07M 0.7% -404 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 12,748 $3.07M 0.29% +2,732 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 13,287 $3.07M 0.69% -72 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 13,277 $3.06M 0.09% +75 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 13,267 $3.06M 2.36% -170 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 13,262 $3.06M 0.45% -398 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 13,252 $3.06M 0.58% +134 13F-HR Timeline