Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 23,775 $2.18M 0.14% +3,065 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 23,744 $2.18M 1.01% -3,592 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 23,744 $2.18M 0.79% +232 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 23,720 $2.18M 0.09% -4,322 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 23,718 $2.18M 0.09% +11,324 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 23,567 $2.16M 0.99% new 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 23,159 $2.12M 0.25% -58 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 23,137 $2.12M 0.01% +12,160 13F-HR Timeline Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 22,848 $2.1M 0.85% -1,931 13F-HR Timeline PECAUT & CO. More: the full row for PECAUT & CO. 22,713 $2.08M 0.69% -1,934 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 22,263 $2.04M 0.88% +17,426 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 22,027 $2.02M 1.74% -4,817 13F-HR Timeline Arlington Trust Co LLC group of 2 filers holding More: the full row for Arlington Trust Co LLC 21,901 $2.01M -2,222 Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 21,841 $2M 0.03% -94 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 21,693 $1.99M 0.08% -88,889 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 21,650 $1.99M 0.12% +14,012 13F-HR/A Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 21,551 $1.98M 0.41% +5,684 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 21,507 $1.97M <0.01% +8,561 13F-HR Timeline Group REBALANCE, LLC More: the full row for REBALANCE, LLC 21,269 $1.95M 0.13% +544 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 21,122 $1.93M 0.72% -48,561 13F-HR Timeline Entruity Wealth, LLC More: the full row for Entruity Wealth, LLC 20,679 $1.9M 1.61% +3,905 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 20,453 $1.88M 0.77% -54,426 13F-HR Timeline ACAS, LLC More: the full row for ACAS, LLC 20,467 $1.87M 1.26% +528 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 20,409 $1.87M 0.22% +222 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 20,395 $1.87M 0.04% -6,083 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 20,263 $1.86M 0.15% -9,013 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 20,170 $1.85M 0.23% -4,160 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 20,123 $1.85M 0.54% +5,513 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 19,960 $1.83M 0.69% -7,756 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 19,775 $1.81M 0.08% +10,463 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 19,760 $1.81M 0.22% -103,516 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 19,454 $1.78M 1.15% +3,291 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 19,410 $1.78M 0.31% -3,308 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 19,399 $1.78M 0.8% 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 19,248 $1.77M 0.63% +2,393 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 19,119 $1.75M 0.61% -4,905 13F-HR Timeline Kopion Asset Management, LLC in group Kopion Asset Management, LLC More: the full row for Kopion Asset Management, LLC 19,085 $1.75M 1.18% -10,893 13F-HR Timeline Group Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 19,074 $1.75M 0.24% 0 13F-HR Timeline Group HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 19,001 $1.74M 0.16% +956 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 18,817 $1.73M 0.19% +4,755 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 18,794 $1.72M 0.03% -16,441 13F-HR Timeline Group Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 18,776 $1.72M 1.01% -978 13F-HR Timeline Three Cord True Wealth Management, LLC More: the full row for Three Cord True Wealth Management, LLC 18,741 $1.72M 1.28% -139 13F-HR/A Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 18,601 $1.71M 0.02% +2,210 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 18,382 $1.69M 0.06% -2,318 13F-HR Timeline Group HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 18,326 $1.68M 0.22% +3,415 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 18,325 $1.68M 0.16% +13,109 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 18,300 $1.68M 0.07% -625 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 18,276 $1.68M 1.55% 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 18,255 $1.67M 0.13% -13,900 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 18,231 $1.67M 1.24% +8,676 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 18,224 $1.67M 0.11% +1,812 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 18,026 $1.65M 0.31% +3,914 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 17,749 $1.63M 0.41% -23,779 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 17,619 $1.62M 0.13% -52,527 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 17,570 $1.61M 0.43% +651 13F-HR Timeline WOOSTER CORTHELL WEALTH MANAGEMENT, INC. More: the full row for WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 17,536 $1.61M 0.3% +8,720 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 17,468 $1.6M 0.27% +68 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 17,390 $1.6M 1.03% +5,878 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 17,162 $1.57M 1.12% 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 17,073 $1.57M 0.18% 0 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 17,015 $1.56M 0.16% -8,272 13F-HR Timeline Outbound Financial Inc More: the full row for Outbound Financial Inc 16,837 $1.54M 1.41% 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 16,829 $1.54M 0.84% -155 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 16,823 $1.54M 0.21% +7,592 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 16,812 $1.54M 0.37% new 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 16,683 $1.53M 0.97% +2,612 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 16,683 $1.53M 0.17% +2,856 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 16,669 $1.53M 0.41% +2,925 13F-HR/A Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 16,122 $1.48M 0.02% -3,946 13F-HR Timeline Group Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 16,163 $1.47M 0.53% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 15,951 $1.46M 1.22% -14,238 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 15,875 $1.46M 0.34% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 15,710 $1.44M 0.09% +2,154 13F-HR Timeline Group Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 15,608 $1.43M 0.6% +7,656 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 15,600 $1.43M 1.07% -1,490 13F-HR Timeline Momentum Wealth Planning, LLC More: the full row for Momentum Wealth Planning, LLC 15,540 $1.43M 1.21% 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 15,463 $1.42M 1.09% -1,218 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 15,329 $1.41M 0.22% -438 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 15,290 $1.4M 1.24% -993 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 15,211 $1.4M 0.23% +2,768 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 15,000 $1.38M 0.02% 0 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 14,895 $1.37M 0.03% -7,897 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 14,699 $1.34M 0.29% -184 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 14,519 $1.33M 1.37% +7,761 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 14,449 $1.33M 0.08% -32,663 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 14,437 $1.32M 0.52% +5,803 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 14,390 $1.32M 0.18% -19,618 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 14,328 $1.31M 0.51% -8,484 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 14,154 $1.3M <0.01% -2,569 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 14,093 $1.29M 0.45% +2,183 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 13,986 $1.28M 0.16% -4,155 13F-HR Timeline OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 13,890 $1.27M -1,600 Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 13,851 $1.27M 0.03% +3,423 13F-HR Timeline Group Axecap Investments, LLC More: the full row for Axecap Investments, LLC 13,845 $1.27M 0.83% +143 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 13,680 $1.25M 1.11% new 13F-HR Timeline Rockport Wealth LLC More: the full row for Rockport Wealth LLC 13,562 $1.24M 0.29% -722 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 13,528 $1.24M 0.09% 0 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 13,399 $1.23M 0.23% +1,429 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 13,251 $1.22M 0.47% +4,251 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 13,232 $1.21M 0.04% +3,826 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 12,853 $1.18M 0.17% -29,183 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 12,752 $1.17M 0.38% -373 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 12,707 $1.17M 0.25% -5,824 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 12,502 $1.15M 0.03% -3,857 13F-HR Timeline Goldstream Capital Management Ltd More: the full row for Goldstream Capital Management Ltd 12,504 $1.15M 0.49% -6,800 13F-HR Timeline Capital CS Group, LLC More: the full row for Capital CS Group, LLC 12,487 $1.15M 1.88% -1,355 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 12,354 $1.13M 0.08% +1,166 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 12,331 $1.13M 0.48% +4,413 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 12,242 $1.12M 0.07% -696 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 12,192 $1.12M 0.4% new 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 12,160 $1.12M 0.9% -3,825 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 12,122 $1.11M 0.02% +7,920 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 12,114 $1.11M 0.35% new 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 12,009 $1.1M 0.08% new 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 11,997 $1.1M 0.65% -1,845 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 11,867 $1.09M 0.09% -16,703 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 11,825 $1.08M 0.11% new 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 11,742 $1.08M 0.6% +1,932 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 11,666 $1.07M 0.39% -2,583 13F-HR/A Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 11,545 $1.06M 0.06% -345 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 11,520 $1.06M 0.01% -406 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 11,498 $1.05M 0.73% 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 11,494 $1.05M 0.42% -82,380 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 11,126 $1.02M 0.56% -4,345 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 11,015 $1.01M 0.03% -671 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 10,997 $1.01M 0.81% +2,200 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 10,917 $1M 0.32% -701 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 10,906 $1M 0.03% +2,148 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 10,900 $1000K 0.05% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 10,648 $977K 0.08% -1,438 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 10,533 $966K 0.14% +4,074 13F-HR Timeline Presper Financial Architects, LLC More: the full row for Presper Financial Architects, LLC 10,512 $964K 0.72% 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 10,479 $961K 0.45% -888 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 10,417 $956K 0.59% new 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 10,338 $948K 0.02% +2,522 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 10,333 $948K 0.07% +4,179 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 10,331 $948K 0.02% -6 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 10,239 $939K 0.3% +141 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 10,233 $939K 0.22% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 10,157 $933K 0.04% -1,400 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 10,115 $928K 0.26% -613 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 10,060 $923K 0.62% -857 13F-HR Timeline MFG WEALTH MANAGEMENT, INC. More: the full row for MFG WEALTH MANAGEMENT, INC. 9,982 $916K 0.77% -1,704 13F-HR Timeline Clio Asset Management LLC More: the full row for Clio Asset Management LLC 9,967 $914K 0.72% -46,315 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 9,859 $904K 0.01% +1,981 13F-HR Timeline CMC Financial Group More: the full row for CMC Financial Group 9,848 $903K 2.06% 0 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 9,848 $903K 0.36% new 13F-HR Timeline Waycross Investment Management Co More: the full row for Waycross Investment Management Co 9,806 $900K 0.94% 0 13F-HR Timeline PORTLAND INVESTMENT COUNSEL INC. More: the full row for PORTLAND INVESTMENT COUNSEL INC. 9,789 $898K 0.26% -13,425 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 9,746 $894K 0.1% -20,375 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 9,719 $892K 0.17% +575 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 9,595 $880K 0.6% +145 13F-HR/A Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 9,492 $871K 0.05% -1,113 13F-HR Timeline Guardian Partners Inc. More: the full row for Guardian Partners Inc. 9,453 $865K 0.08% +759 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 9,353 $858K 0.21% -4,562 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 9,300 $853K 0.55% +487 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 9,160 $840K 0.04% -17,722 13F-HR/A Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 9,118 $836K <0.01% -2,046 13F-HR Timeline Group Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 9,090 $834K 0.71% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 9,082 $831K 0.41% +2,778 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 9,027 $828K 0.4% +2,556 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 9,000 $826K <0.01% 0 13F-HR Timeline Group GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 8,958 $824K 0.15% -346 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 8,973 $823K 0.07% +3,531 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 8,954 $821K 0.08% -2,967 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 8,942 $820K 0.55% +5,927 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 8,911 $817K 0.41% +1,365 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 8,907 $817K 0.09% 0 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 8,905 $817K 0.37% -1,997 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 8,865 $813K 0.12% +2,535 13F-HR Timeline Client First Investment Management LLC More: the full row for Client First Investment Management LLC 8,836 $811K 0.5% -165,584 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 8,812 $808K 0.27% +578 13F-HR/A Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 8,789 $806K 0.18% +3,653 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 8,741 $802K 0.26% new 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 8,679 $796K 0.08% 0 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 8,639 $792K 0.3% -319 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 8,570 $786K 0.28% -3,220 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 8,391 $770K 0.4% +242 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 8,377 $768K -4,222 Timeline DORVAL Corp More: the full row for DORVAL Corp 8,318 $763K 0.27% +1,710 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 8,259 $758K 0.03% -239,156 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 8,205 $753K 0.59% new 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 8,153 $748K 0.1% +3,606 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 8,127 $745K 0.03% +5,148 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 8,120 $745K 0.53% -8,272 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 7,951 $729K 0.18% -35 13F-HR Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 7,974 $729K 0.25% +3,018 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 7,900 $725K 0.06% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 7,899 $722K 0.28% -22 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 7,866 $722K 0.49% 0 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 7,792 $715K 0.08% +1,301 13F-HR Timeline FIG FINANCIAL ADVISORY SERVICES INC /ADV More: the full row for FIG FINANCIAL ADVISORY SERVICES INC /ADV 7,780 $714K 0.48% +1,797 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 7,759 $712K 0.05% -12,355 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 7,749 $711K 0.07% -92,424 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 7,721 $708K 0.55% -2,675 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 7,546 $692K 0.07% +1,947 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 7,468 $685K 0.05% +2,444 13F-HR Timeline United Asset Strategies, Inc. 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