MAI Capital Management More: the full row for MAI Capital Management 6,714 $616K <0.01% -687 13F-HR Timeline Constant Guidance Financial LLC More: the full row for Constant Guidance Financial LLC 13,435 $615K 0.77% -2,170 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 6,681 $611K 0.01% -8,633 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 6,659 $611K 0.55% -10 13F-HR Timeline DORVAL Corp More: the full row for DORVAL Corp 6,608 $606K 0.24% +421 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 6,542 $600K 0.42% +484 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 6,538 $600K 0.15% -1,939 13F-HR Timeline Coordinated Financial Services, Inc./CO More: the full row for Coordinated Financial Services, Inc./CO 6,533 $599K 0.46% 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 6,525 $599K 0.02% 0 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 6,522 $598K 0.46% new 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 6,491 $598K 0.07% +2,759 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 6,482 $595K 0.03% 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 6,471 $594K 0.17% +2,009 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 6,470 $593K 0.1% +3,976 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 6,459 $592K 0.1% +4,035 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 6,421 $589K 0.21% -131 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 6,346 $582K 0.01% new 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 6,330 $581K 0.09% +3,685 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 6,304 $578K 0.3% +5,201 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 6,294 $577K 0.04% +2,584 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 6,288 $577K <0.01% +3,329 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 6,282 $576K 0.11% new 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 6,232 $572K 0.48% -614 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 6,199 $569K 0.03% +8 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 6,177 $567K 0.02% new 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 6,154 $565K 0.05% +1,564 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 6,041 $554K 0.06% -51,253 13F-HR Timeline FIG FINANCIAL ADVISORY SERVICES INC /ADV More: the full row for FIG FINANCIAL ADVISORY SERVICES INC /ADV 5,983 $549K 0.39% -199 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 5,965 $547K 0.1% 0 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 5,955 $546K 0.04% +3,058 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 5,927 $544K 0.59% -2,795 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 5,897 $541K 0.29% +409 13F-HR Timeline Prosperity Financial Group, Inc. group of 2 filers holding More: the full row for Prosperity Financial Group, Inc. 5,844 $536K -3,227 Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 5,822 $534K 0.02% +39 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,803 $532K 0.01% -301 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 5,780 $530K 0.04% +1,102 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 5,764 $529K 0.2% +1,220 13F-HR Timeline Group Weaver Consulting Group More: the full row for Weaver Consulting Group 5,733 $526K 0.16% -216 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 5,697 $523K 0.04% +3,221 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 5,671 $520K 0.04% +38 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 5,661 $519K 0.03% 0 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 5,679 $519K 0.1% +958 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 5,631 $517K 0.12% -650 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 5,599 $514K 0.05% -730 13F-HR Timeline PYA Waltman Capital, LLC More: the full row for PYA Waltman Capital, LLC 5,525 $507K 0.16% -428 13F-HR Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 5,500 $505K 0.24% new 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 5,480 $503K 0.01% -12 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 5,460 $501K 0.03% -23 13F-HR Timeline Schusterman Interests, LLC More: the full row for Schusterman Interests, LLC 5,460 $501K 1.25% 0 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 5,460 $501K 0.35% -3,887 13F-HR/A Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 5,443 $499K 0.2% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 5,442 $499K 0.05% -872 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 5,403 $496K 0.28% -485 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 5,369 $493K <0.01% -51,974 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 5,355 $491K 0.04% -7,028 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 5,310 $487K 0.64% -372,907 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 5,256 $482K 0.01% -38,345 13F-HR Timeline POLEN CAPITAL MANAGEMENT LLC More: the full row for POLEN CAPITAL MANAGEMENT LLC 5,242 $481K <0.01% new 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 5,231 $480K 0.22% -2,076 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 5,216 $478K 0.03% +2,632 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 5,200 $477K 0.39% -500 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 5,170 $474K 0.19% 0 13F-HR Timeline EWG Elevate Inc. More: the full row for EWG Elevate Inc. 5,147 $472K 0.18% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 5,136 $471K 0.17% +298 13F-HR Timeline Kropog Financial Group, LLC More: the full row for Kropog Financial Group, LLC 5,132 $471K 0.45% +745 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 5,122 $470K 0.21% -402 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 5,121 $470K 0.02% new 13F-HR Timeline CRAMER ROSENTHAL MCGLYNN LLC More: the full row for CRAMER ROSENTHAL MCGLYNN LLC 5,095 $467K 0.03% new 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 5,083 $466K 0.38% -107 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 5,036 $462K 0.02% +892 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 5,024 $461K 0.03% -3,263 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 5,000 $459K 0.01% -7,800 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 4,986 $457K 0.16% -159,896 13F-HR Timeline Farrow Financial, Inc. More: the full row for Farrow Financial, Inc. 4,970 $456K 0.31% +1,800 13F-HR Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 4,956 $453K 0.15% new 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 4,875 $447K 0.15% new 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 4,847 $445K 0.14% -2,325 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 4,837 $444K 0.24% -2,159 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 4,836 $444K 0.07% -460 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 4,826 $443K 0.01% new 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 4,805 $441K 0.06% -2,150 13F-HR Timeline Main Management ETF Advisors, LLC group of 2 filers holding More: the full row for Main Management ETF Advisors, LLC 4,770 $438K -28,875 Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 4,745 $435K 0.06% new 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 4,681 $429K 0.03% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 4,666 $428K 0.01% -192 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 4,646 $426K 0.37% new 13F-HR Timeline Priebe Wealth Holdings LLC More: the full row for Priebe Wealth Holdings LLC 4,645 $426K 0.27% -5,867 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 4,585 $421K 0.34% +15 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 4,547 $417K 0.07% -3,509 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 4,526 $415K 0.12% -2,936 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 4,521 $415K 0.32% -4,368 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 4,513 $414K 0.01% +370 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 4,497 $413K 0.16% -3,393 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 4,475 $410K 0.15% -656 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 4,406 $404K 0.03% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 4,371 $401K 0.01% +3,279 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 4,371 $401K 0.06% -836 13F-HR/A Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 4,343 $398K 0.19% +3,664 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 4,321 $396K 0.23% -1,676 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 4,318 $396K 0.19% +23 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 4,284 $393K 0.59% +1,992 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 4,286 $392K 0.21% +728 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 4,256 $390K 0.13% -850 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 4,254 $390K 0.01% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 4,213 $386K 0.03% +1,597 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,202 $385K 0.01% -812 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 4,197 $385K 0.01% +1,109 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 4,197 $385K +225 Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 4,171 $383K 0.35% new 13F-HR Timeline LIFE LINE WEALTH MANAGEMENT LLC More: the full row for LIFE LINE WEALTH MANAGEMENT LLC 4,156 $381K 0.14% -18 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 4,153 $381K 0.05% +317 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 4,146 $379K 0.09% -974 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 4,130 $378K <0.01% +912 13F-HR Timeline Group Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 4,053 $372K 0.33% +331 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 4,043 $371K 0.21% +481 13F-HR Timeline MAS Advisors LLC More: the full row for MAS Advisors LLC 4,033 $370K 0.57% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 3,988 $365K 0.01% -1,040 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 3,964 $364K 0.07% +333 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 3,912 $359K 0.14% +219 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 3,874 $355K 0.04% +50 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,844 $353K 0.05% +83 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 3,840 $352K 0.05% +2,311 13F-HR/A Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 3,773 $346K 0.09% -2,976 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,772 $346K 0.01% +22 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 3,744 $343K 0.03% +2,226 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 3,727 $342K 0.02% new 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 3,707 $340K 0.01% -984 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,694 $339K 0.01% +604 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 3,693 $339K 0.04% +500 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 3,677 $337K 0.24% +64 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 3,669 $337K 0.06% +674 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,616 $332K 0.02% -5 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 3,600 $330K 0.21% -2,013 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 3,590 $329K 0.19% -682 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 3,574 $328K 0.03% 0 13F-HR Timeline Financial Architects, LLC More: the full row for Financial Architects, LLC 3,545 $325K 0.21% -10 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 3,543 $325K 0.01% -552 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 3,543 $325K 0.21% -3,178 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 3,537 $324K 0.32% +128 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 3,500 $321K 0.01% +1,300 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 3,500 $321K 0.02% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 3,497 $321K 0.03% -1,155 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 3,442 $316K 0.05% +824 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 3,438 $315K 0.03% +1,187 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 3,438 $315K 0.11% -324,046 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 3,433 $315K 0.15% 0 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 3,421 $314K 0.02% -3,852 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 3,415 $313K <0.01% -72,135 13F-HR Timeline Group White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 3,395 $311K 0.06% -625 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 3,381 $310K 0.13% +729 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 3,376 $309K 0.1% 0 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 3,350 $307K 0.02% new 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 3,341 $306K 0.01% -31 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 3,323 $305K 0.02% +1,064 13F-HR Timeline Group COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 3,275 $300K 0.02% -1,132 13F-HR Timeline Kinloch Capital, LLC More: the full row for Kinloch Capital, LLC 3,274 $300K 0.14% 0 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 3,236 $297K 0.33% -12,074 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 3,234 $297K 0.19% +1,009 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 3,224 $296K 0.09% +22 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 3,212 $295K 0.34% +116 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 3,183 $292K 0.17% -21,809 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 3,138 $288K 0.07% -2,251 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 3,125 $287K 0.05% -1,463 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,112 $285K 0.01% -4,083 13F-HR Timeline Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 3,076 $282K 0.22% new 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 3,075 $282K 0.04% -420 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 3,064 $281K 0.04% new 13F-HR Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 3,046 $279K 0.1% -170 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 3,020 $277K 0.17% 0 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 3,010 $276K 0.1% new 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 3,015 $276K 0.22% 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 3,003 $275K 0.07% 0 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 2,969 $274K 0.54% +1,611 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 2,984 $274K 0.06% -797 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 2,979 $273K 0.01% -1,297 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 2,983 $273K 0.11% new 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 2,952 $271K 0.18% -47 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 2,936 $269K 0.02% new 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 2,932 $269K 0.09% -44 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 2,901 $266K 0.02% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 2,879 $264K 0.08% -1,200 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 2,878 $264K 0.19% new 13F-HR Timeline Valley Financial Group, Inc. More: the full row for Valley Financial Group, Inc. 2,804 $257K 0.17% new 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 2,750 $252K 0.14% +8 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 2,731 $251K 0.17% new 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 2,730 $250K 0.12% new 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 2,718 $249K 0.1% +1 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 2,618 $240K 0.05% +17 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 2,607 $239K 0.03% +9 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 2,580 $237K 0.1% 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 2,575 $236K 0.07% -94 13F-HR Timeline Brentview Investment Management LLC More: the full row for Brentview Investment Management LLC 2,500 $229K 0.12% new 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 2,497 $229K 0.14% -369 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 2,492 $229K 0.15% -3,050 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 2,479 $227K 0.02% -462 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 2,469 $226K 0.06% +7 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 2,469 $226K 0.24% -1,487 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 2,449 $225K 0.02% -2,270 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 2,442 $224K 0.12% new 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 2,430 $223K 0.06% +150 13F-HR Timeline