TKG Advisors, LLC More: the full row for TKG Advisors, LLC 5,489 $1.27M 0.51% -5 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 5,481 $1.27M 1.32% 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 5,480 $1.26M 0.6% +564 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 5,469 $1.26M 0.18% +31 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 5,469 $1.26M 0.86% -563 13F-HR Timeline Braun-Bostich & Associates Inc. 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More: the full row for Vermillion Wealth Management, Inc. 5,343 $1.23M 0.51% +1,432 13F-HR Timeline A&I FINANCIAL SERVICES, LLC More: the full row for A&I FINANCIAL SERVICES, LLC 5,342 $1.23M 0.59% -285 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 5,325 $1.23M 1.07% 13F-HR Timeline SELDON CAPITAL LP More: the full row for SELDON CAPITAL LP 5,320 $1.23M 0.43% 0 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 5,318 $1.23M 0.95% -36 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 5,310 $1.23M 0.11% +1,511 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 5,302 $1.22M 0.68% +937 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 5,301 $1.22M 0.6% +195 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 5,297 $1.22M 0.45% +77 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 5,291 $1.22M 0.95% -5 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 5,293 $1.22M 0.88% -4,000 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 5,289 $1.22M 0.88% 0 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 5,283 $1.22M 0.47% -24 13F-HR Timeline Eaton-Cambridge Inc. 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Prunier Capital Management LLC 5,240 $1.21M 0.5% 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 5,235 $1.21M 0.15% +386 13F-HR Timeline Capital CS Group, LLC More: the full row for Capital CS Group, LLC 5,234 $1.21M 1.91% +1,188 13F-HR Timeline Prism Planning Partners LLC More: the full row for Prism Planning Partners LLC 5,225 $1.21M 1.35% 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 5,215 $1.2M 0.36% -1,044 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 5,763 $1.2M 0.25% -1,166 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 5,205 $1.2M 0.42% +260 13F-HR Timeline Hartmann Taylor Wealth Management, LLC More: the full row for Hartmann Taylor Wealth Management, LLC 5,205 $1.2M 0.81% -158 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 5,202 $1.2M 0.46% +37 13F-HR Timeline J.M. Arbour, LLC More: the full row for J.M. Arbour, LLC 5,198 $1.2M 1.2% 13F-HR Timeline VISTA FINANCE, LLC More: the full row for VISTA FINANCE, LLC 5,197 $1.2M 0.8% +117 13F-HR Timeline Triasima Portfolio Management inc. 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More: the full row for Horizon Family Wealth, Inc. 5,011 $1.16M 0.62% 0 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 5,009 $1.16M 0.26% +220 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 5,004 $1.16M 0.59% +130 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 5,004 $1.15M 1.91% +92 13F-HR Timeline Timelo Investment Management Inc. in group Timelo Investment Management … More: the full row for Timelo Investment Management Inc. 5,000 $1.15M 1.22% new 13F-HR Timeline Group PINCUS CAPITAL MANAGEMENT, LP More: the full row for PINCUS CAPITAL MANAGEMENT, LP 5,000 $1.15M 0.77% 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 4,997 $1.15M 0.25% -33 13F-HR Timeline Novak & Powell Financial Services, Inc. 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More: the full row for Gibraltar Capital Management, Inc. 4,953 $1.14M 0.19% +26 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 4,952 $1.14M 0.86% 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 4,950 $1.14M 0.12% +90 13F-HR Timeline Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 4,947 $1.14M 0.13% -95 13F-HR Timeline Lynch Investment Planning, LLC More: the full row for Lynch Investment Planning, LLC 4,945 $1.14M 1.09% 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 4,943 $1.14M 0.47% -40 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 4,931 $1.14M 0.6% +124 13F-HR Timeline PURSUIT WEALTH STRATEGIES, LLC More: the full row for PURSUIT WEALTH STRATEGIES, LLC 4,925 $1.14M 1.59% 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 4,924 $1.14M 0.31% +131 13F-HR Timeline Value Aligned Research Advisors, LLC More: the full row for Value Aligned Research Advisors, LLC 4,922 $1.14M 0.02% 0 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 4,922 $1.14M 0.13% +1,579 13F-HR Timeline Orion Investment Co More: the full row for Orion Investment Co 4,920 $1.14M 0.35% +24 13F-HR Timeline Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 4,907 $1.13M 0.43% -62 13F-HR Timeline SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 4,902 $1.13M 0.52% +29 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 4,900 $1.13M 0.11% +744 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 4,890 $1.13M 1.12% 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 5,137 $1.13M 0.29% 0 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 4,886 $1.13M 0.19% -174 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 4,884 $1.13M 0.52% +49 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 4,881 $1.13M 1.12% +313 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 4,872 $1.12M 0.17% +433 13F-HR Timeline Gaddis Premier Wealth Advisors LLC More: the full row for Gaddis Premier Wealth Advisors LLC 4,856 $1.12M 0.85% 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 4,856 $1.12M 0.39% +480 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 4,846 $1.12M 0.63% -31 13F-HR Timeline Harbour Wealth Management Group, Inc. More: the full row for Harbour Wealth Management Group, Inc. 4,843 $1.12M 0.87% 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 4,832 $1.12M 0.81% 0 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 4,820 $1.11M 0.04% +1,088 13F-HR Timeline Artesa Financial Group, LLC More: the full row for Artesa Financial Group, LLC 4,816 $1.11M 1.14% 13F-HR Timeline NEW VERNON INVESTMENT MANAGEMENT LLC in group New Vernon Capital Holdings I… More: the full row for NEW VERNON INVESTMENT MANAGEMENT LLC 4,809 $1.11M 1.08% 0 13F-HR Timeline Group Suncoast Equity Management More: the full row for Suncoast Equity Management 4,807 $1.11M 0.11% +260 13F-HR/A Timeline Taylor Securities Services, Inc. More: the full row for Taylor Securities Services, Inc. 4,799 $1.11M 0.51% 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 4,796 $1.11M 0.39% +3,306 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 4,791 $1.11M 0.6% -409 13F-HR Timeline Pembroke Management, LTD More: the full row for Pembroke Management, LTD 4,789 $1.11M 0.11% +1,544 13F-HR Timeline ODonnell Financial Services, LLC More: the full row for ODonnell Financial Services, LLC 4,788 $1.11M 0.38% -194 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 4,786 $1.1M 0.84% +189 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 4,779 $1.1M 0.86% -188 13F-HR Timeline SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 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More: the full row for Paulson Wealth Management Inc. 4,760 $1.1M 0.25% 0 13F-HR Timeline Alamar Capital Management, LLC More: the full row for Alamar Capital Management, LLC 4,760 $1.1M 0.61% 0 13F-HR Timeline Boit C F David More: the full row for Boit C F David 4,440 $1.1M 0.47% 0 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 4,723 $1.1M 0.42% +906 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 4,753 $1.1M 0.59% +192 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 4,747 $1.1M 0.6% +955 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 4,747 $1.1M 1.07% +20 13F-HR Timeline Box Hill Private Wealth LLC More: the full row for Box Hill Private Wealth LLC 4,742 $1.09M 1.11% 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 4,740 $1.09M 0.47% -623 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 4,738 $1.09M 0.33% 0 13F-HR Timeline ArrowMark Colorado Holdings LLC More: the full row for ArrowMark Colorado Holdings LLC 4,735 $1.09M 0.02% -335 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 4,733 $1.09M 0.25% -2,129 13F-HR Timeline Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 4,732 $1.09M 0.47% 0 13F-HR Timeline Brooklands Fund Management Ltd More: the full row for Brooklands Fund Management Ltd 4,563 $1.09M 0.58% new 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 4,708 $1.09M 0.27% -301 13F-HR Timeline Group FORTE ASSET MANAGEMENT LLC More: the full row for FORTE ASSET MANAGEMENT LLC 4,688 $1.08M 0.49% 0 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 4,765 $1.08M 0.31% -1 13F-HR Timeline Sherry Group, Inc. More: the full row for Sherry Group, Inc. 4,640 $1.08M 1.13% 13F-HR Timeline ALONGSIDE, LLC More: the full row for ALONGSIDE, LLC 4,667 $1.08M 0.36% 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 4,660 $1.08M 0.56% 0 13F-HR Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 4,650 $1.07M 0.74% +28 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 4,641 $1.07M 0.45% -2,382 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 4,635 $1.07M 0.65% -48 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 4,631 $1.07M 0.56% +120 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 4,624 $1.07M 0.57% +197 13F-HR Timeline Winter & Associates, Inc. More: the full row for Winter & Associates, Inc. 4,619 $1.07M 0.99% 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 4,618 $1.07M 1% 13F-HR Timeline Elite Life Management LLC More: the full row for Elite Life Management LLC 5,063 $1.06M 1.73% +1,470 13F-HR Timeline BG Investment Services, LLC More: the full row for BG Investment Services, LLC 4,612 $1.06M 0.95% +359 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 4,610 $1.06M 0.27% +571 13F-HR Timeline Wagner Wealth Management, Corp More: the full row for Wagner Wealth Management, Corp 4,608 $1.06M 1.05% 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 5,139 $1.06M 0.65% +150 13F-HR Timeline Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 4,605 $1.06M 0.26% 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 4,598 $1.06M 0.69% -33 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 4,593 $1.06M 0.21% -415 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 4,580 $1.06M 0.26% +4 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 4,813 $1.06M 0.64% 0 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 4,578 $1.06M 0.43% +279 13F-HR Timeline Heritage Investment Group, Inc. 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