Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 7,385 $1.71M 0.71% +79 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 7,367 $1.71M 0.13% -3,273 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 7,348 $1.7M 0.79% +3,793 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 7,327 $1.7M 0.26% -685 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 7,315 $1.7M 0.82% +25 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 7,305 $1.69M 0.75% +75 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 7,286 $1.69M 1.07% +27 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 7,280 $1.69M 0.89% +168 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 7,227 $1.68M 0.39% +927 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 7,209 $1.67M 0.03% 0 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 7,200 $1.67M 0.27% +140 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 7,195 $1.67M 0.41% +3,152 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 7,190 $1.67M 0.91% +2,620 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 7,176 $1.66M 0.38% -3,916 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 7,158 $1.66M 0.11% +430 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 7,153 $1.66M 1.07% -470 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 7,141 $1.66M 0.87% +542 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 7,136 $1.65M 0.03% +218 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 8,064 $1.65M 1.62% -1,714 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 7,103 $1.65M 0.34% +1,333 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 7,096 $1.65M 0.62% +37 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 7,082 $1.64M 0.01% -1,418 13F-HR Timeline Group Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 7,073 $1.64M 0.66% +3 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 7,279 $1.64M 0.27% +3,299 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 7,063 $1.64M 1.18% -776 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 7,048 $1.63M 0.88% +4,667 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 7,010 $1.63M 0.17% +866 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 7,010 $1.63M 0.32% +685 13F-HR Timeline DCF Advisers, LLC More: the full row for DCF Advisers, LLC 7,000 $1.62M 0.82% +2,000 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 6,980 $1.62M +231 Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 6,977 $1.62M 1.85% 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 6,970 $1.62M 0.16% +160 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 6,969 $1.62M 0.85% -408 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 6,961 $1.61M 0.66% +482 13F-HR Timeline TOBAM More: the full row for TOBAM 6,934 $1.61M 0.49% -5,120 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. IMS Capital Management More: the full row for IMS Capital Management 6,934 $1.61M 0.74% +252 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 6,932 $1.61M 0.95% -20 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 6,925 $1.61M 0.34% +145 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 6,910 $1.6M 0.17% 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 6,906 $1.6M 0.26% +93 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 6,901 $1.6M 0.01% -2,053 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 6,900 $1.6M 1.15% +57 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 6,898 $1.6M 1.41% +256 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 6,897 $1.6M 1.1% +112 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 6,893 $1.6M 0.96% -255 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 6,870 $1.59M 0.67% -107 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 6,869 $1.59M 1.49% 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 6,866 $1.59M 0.2% +83 13F-HR Timeline Empire Life Investments Inc. More: the full row for Empire Life Investments Inc. 6,866 $1.59M 0.1% new 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 6,849 $1.59M 0.13% -27 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 6,842 $1.59M 1.01% +156 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 6,654 $1.58M 0.69% +1,251 13F-HR Timeline Fairhaven Wealth Management, LLC More: the full row for Fairhaven Wealth Management, LLC 6,812 $1.58M 0.49% +102 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 6,800 $1.58M 0.87% +979 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 6,792 $1.57M 1.13% -107 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 6,787 $1.57M 1.02% -437 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 6,774 $1.57M 0.19% +256 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 6,762 $1.57M 0.88% 13F-HR Timeline Heritage Wealth Partners, LLC More: the full row for Heritage Wealth Partners, LLC 6,742 $1.56M 1.96% +829 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 6,730 $1.56M 0.76% -1,108 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 6,717 $1.56M 0.7% +1,688 13F-HR Timeline Peninsula Wealth, LLC More: the full row for Peninsula Wealth, LLC 6,711 $1.56M 0.27% +246 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 6,711 $1.56M 1.22% 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 6,913 $1.55M 0.22% 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 6,678 $1.55M 0.2% +507 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 6,576 $1.55M 0.29% +205 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 6,658 $1.54M 0.1% -773 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 6,639 $1.54M 1.08% +1,453 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 6,634 $1.54M 0.28% -323 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 6,630 $1.54M 0.93% 0 13F-HR Timeline Kades & Cheifetz LLC More: the full row for Kades & Cheifetz LLC 6,623 $1.54M 0.79% +51 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 6,618 $1.53M 0.42% -1,616 13F-HR Timeline Alpha DNA Investment Management LLC More: the full row for Alpha DNA Investment Management LLC 6,618 $1.53M 0.84% -322 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 6,616 $1.53M 0.45% -1,158 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 6,614 $1.53M 0.86% +178 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 6,602 $1.53M 0.08% +543 13F-HR/A Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 6,593 $1.53M 0.06% +53 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 6,582 $1.53M 0.53% -770 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 6,570 $1.52M 1.47% 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 6,536 $1.52M 0.57% +594 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 6,532 $1.51M 0.63% +380 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 6,526 $1.51M 0.26% +360 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 6,520 $1.51M 0.15% -50 13F-HR Timeline Group Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 6,502 $1.51M 0.44% +143 13F-HR Timeline J.P. Marvel Investment Advisors, LLC More: the full row for J.P. Marvel Investment Advisors, LLC 6,500 $1.51M 0.25% 0 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 6,497 $1.51M 0.32% +587 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 6,494 $1.51M 0.57% -54 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 6,481 $1.5M 0.97% -42 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 6,478 $1.5M 0.3% +1,426 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 6,469 $1.5M 0.1% +128 13F-HR Timeline MILLER HOWARD INVESTMENTS INC /NY More: the full row for MILLER HOWARD INVESTMENTS INC /NY 6,464 $1.5M 0.05% +4,484 13F-HR Timeline SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 6,461 $1.5M 0.11% -5 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 6,457 $1.5M 0.21% +617 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 6,451 $1.5M 0.51% +7 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 6,443 $1.49M 0.6% -1,470 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 6,442 $1.49M 1.28% 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 6,439 $1.49M 0.18% +2,351 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 6,855 $1.49M 0.29% -75 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 6,426 $1.49M 1.11% 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 6,422 $1.49M 0.23% +2,943 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 6,720 $1.49M 1.28% 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 6,406 $1.49M 0.38% -47 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 6,391 $1.48M 0.47% +37 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 6,576 $1.48M 0.53% +566 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 6,332 $1.47M 0.31% -10,556 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 6,327 $1.47M 0.22% +275 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 6,303 $1.46M 0.82% +255 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 6,283 $1.46M 0.32% +235 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 6,267 $1.45M 0.82% new 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 6,257 $1.45M 0.1% +413 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 6,247 $1.45M 0.26% +77 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 6,229 $1.44M 1.25% 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 6,210 $1.44M 1.12% 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 6,208 $1.44M 0.43% -84 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 6,181 $1.43M 0.83% +238 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 6,172 $1.43M 0.28% +1,382 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 6,170 $1.43M 0.68% +307 13F-HR Timeline Bradyco, Inc. More: the full row for Bradyco, Inc. 6,150 $1.43M 0.88% 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 6,147 $1.43M 0.29% +511 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 6,127 $1.42M 1.02% +145 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 6,127 $1.42M 0.51% -421 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 6,120 $1.42M 0.96% 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 6,119 $1.42M 0.31% +63 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 6,096 $1.41M 1.06% +45 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 6,095 $1.41M 0.46% 0 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 6,091 $1.41M 0.44% +217 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 6,085 $1.41M 0.26% +2,160 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 6,075 $1.41M 0.08% -282 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 6,067 $1.41M 0.39% +772 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 6,064 $1.41M 0.25% +2,281 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 6,060 $1.4M 0.54% +105 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 6,056 $1.4M 0.69% -532 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 6,049 $1.4M 0.25% -450 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 6,027 $1.4M 0.34% new 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 6,019 $1.4M 0.38% 0 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 6,016 $1.39M 1.12% 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 6,015 $1.39M 0.16% 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 6,012 $1.39M 0.26% -20 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 6,000 $1.39M 0.22% new 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 5,999 $1.39M 0.33% +247 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 5,990 $1.39M 0.33% +570 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 5,984 $1.39M 0.69% -1,311 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 5,982 $1.39M 0.36% +184 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 5,968 $1.39M 0.19% -193 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 5,970 $1.38M 0.58% -40 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 5,960 $1.38M 0.88% 0 13F-HR/A Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 5,946 $1.38M 0.18% +3,450 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 5,935 $1.38M 0.51% +815 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 5,934 $1.38M 1.19% +330 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 5,932 $1.38M 0.56% -405 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 5,924 $1.37M 0.32% +778 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 5,912 $1.37M 0.53% 13F-HR Timeline BluePointe Capital Management, LLC More: the full row for BluePointe Capital Management, LLC 5,905 $1.37M 0.78% +189 13F-HR Timeline Triton Financial Group Inc More: the full row for Triton Financial Group Inc 5,873 $1.36M 0.85% +87 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 5,847 $1.36M 0.31% +2,196 13F-HR Timeline Private Portfolio Partners LLC More: the full row for Private Portfolio Partners LLC 5,864 $1.36M 0.25% +437 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 5,862 $1.36M 0.78% -2,523 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 5,860 $1.36M 0.17% -11,213 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 5,855 $1.36M 0.56% 13F-HR Timeline WINTRUST INVESTMENTS LLC More: the full row for WINTRUST INVESTMENTS LLC 5,856 $1.36M 1.19% -514 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 5,837 $1.35M 0.51% +289 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 5,836 $1.35M 0.08% +166 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 5,822 $1.35M 0.61% -183 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 5,818 $1.35M 0.66% +256 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 5,805 $1.35M 0.29% +1,832 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 5,802 $1.35M 0.49% -79 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 5,764 $1.34M 1.09% -253 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 5,757 $1.33M 0.04% +137 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 5,748 $1.33M 0.08% -1,792 13F-HR Timeline Boulder Wealth Advisors, LLC More: the full row for Boulder Wealth Advisors, LLC 5,743 $1.33M 0.69% -87 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 5,738 $1.33M 0.21% +987 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 5,730 $1.33M 0.28% +290 13F-HR Timeline Long Run Wealth Advisors, LLC More: the full row for Long Run Wealth Advisors, LLC 5,729 $1.33M 0.32% -1,985 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 5,712 $1.32M 0.17% +1,885 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 5,700 $1.32M 0.13% +1,952 13F-HR/A Timeline Group US Asset Management LLC More: the full row for US Asset Management LLC 5,691 $1.32M 1.18% -329 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 5,671 $1.31M 0.19% +649 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 5,664 $1.31M 0.15% -10,271 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 5,642 $1.31M 0.66% -317 13F-HR Timeline Group Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 5,614 $1.3M 0.57% -477 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 5,613 $1.3M 0.49% +188 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 5,608 $1.3M 0.22% -46 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 5,604 $1.3M 0.47% +2 13F-HR Timeline Guild Investment Management, Inc. 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More: the full row for RFG Holdings, Inc. 5,580 $1.3M 0.43% +429 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 5,588 $1.3M 0.1% +318 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 5,571 $1.29M 0.2% +778 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 5,558 $1.29M 0.23% -1,760 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 5,548 $1.29M 0.96% 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 5,547 $1.29M 0.51% -81 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 5,528 $1.28M 0.33% +34 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 5,527 $1.28M 0.3% +1,000 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. 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