McAdam, LLC More: the full row for McAdam, LLC 7,375 $677K 0.04% +1,081 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 7,371 $676K 0.01% +388 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 7,369 $674K 0.01% +688 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 7,305 $670K 0.07% 0 13F-HR Timeline Constant Guidance Financial LLC More: the full row for Constant Guidance Financial LLC 13,135 $669K 0.67% -300 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 7,290 $669K 0.02% +765 13F-HR Timeline Navigation Wealth Management, Inc. More: the full row for Navigation Wealth Management, Inc. 7,223 $663K 0.98% new 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 7,175 $658K 0.5% +943 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 7,152 $656K 0.03% -3,866 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 7,104 $652K 0.47% +55 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 7,040 $646K 0.13% +4,056 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 6,985 $641K 0.01% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 6,922 $635K 0.03% -5,018 13F-HR Timeline Group Eagle Strategies LLC More: the full row for Eagle Strategies LLC 6,889 $632K 0.1% -4,510 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 6,816 $625K 0.19% -227 13F-HR/A Timeline MAI Capital Management More: the full row for MAI Capital Management 6,742 $618K <0.01% +28 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 6,681 $613K 0.04% +2,000 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 6,692 $612K 0.24% -16,421 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 6,644 $609K 0.35% -607 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 6,619 $607K 0.02% -691 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 6,614 $607K 0.21% new 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 6,538 $600K 0.47% -121 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 6,487 $595K 0.06% +446 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 6,482 $595K 0.31% -20,370 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 6,478 $594K 0.03% +279 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 6,470 $593K 0.09% 0 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 6,409 $588K 0.06% -357 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 6,346 $582K 0.01% 0 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 6,328 $580K 0.5% -5,907 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 6,315 $579K 0.13% -29,044 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 6,305 $578K 0.01% +2,108 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 6,304 $578K 0.21% +460 13F-HR Timeline Group Claro Advisors Inc. More: the full row for Claro Advisors Inc. 6,269 $575K 0.09% +1,524 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 6,095 $559K 0.02% -10,897 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 6,091 $559K 0.01% -2,958 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 6,083 $558K 0.34% -459 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 6,086 $558K +1,889 Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 5,965 $547K 0.08% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 5,949 $546K 0.19% +185 13F-HR Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 5,946 $545K 0.03% -2,222 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 5,918 $543K 0.2% -503 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 5,883 $540K 0.21% -19,500 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 5,882 $540K 0.02% +60 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 5,867 $538K 0.53% new 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 5,860 $538K 0.12% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 5,830 $535K 0.01% +1,164 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 5,828 $535K 0.14% new 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 5,810 $533K 0.16% -8,233 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 5,799 $532K 0.15% +66 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 5,793 $531K 0.13% -3,269 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 5,779 $530K 0.12% +3,486 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 5,735 $526K 0.37% -787 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 5,705 $523K 0.04% +34 13F-HR Timeline Pinnacle Bancorp, Inc. 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More: the full row for CIBC Private Wealth Group LLC 5,567 $511K <0.01% +1,437 13F-HR Timeline Group PYA Waltman Capital, LLC More: the full row for PYA Waltman Capital, LLC 5,537 $508K 0.15% +12 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 5,494 $504K 0.03% +34 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 5,484 $503K <0.01% -1,591 13F-HR Timeline Group OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 5,466 $501K 0.18% new 13F-HR Timeline MAS Advisors LLC More: the full row for MAS Advisors LLC 5,463 $501K 0.82% +1,430 13F-HR Timeline Schusterman Interests, LLC More: the full row for Schusterman Interests, LLC 5,460 $501K 0.76% 0 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 5,457 $501K 0.35% +374 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 5,443 $499K 0.18% 0 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 5,407 $496K 0.04% +3,218 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 5,365 $492K 0.16% +490 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 5,355 $491K 0.03% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 5,308 $487K 0.01% new 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 5,300 $486K 0.37% +100 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 5,274 $484K 0.05% +1,121 13F-HR Timeline LANDMARK WEALTH MANAGEMENT, INC. More: the full row for LANDMARK WEALTH MANAGEMENT, INC. 5,262 $483K 0.21% -22,291 13F-HR Timeline SAXON INTERESTS, INC. 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More: the full row for KICKSTAND VENTURES, LLC. 5,187 $476K 0.11% -1,351 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 5,185 $476K 0.24% -6,519 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 IRON Financial LLC More: the full row for IRON Financial LLC 5,108 $469K 0.25% new 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 5,107 $468K 0.09% 13F-HR Timeline Group Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 5,061 $464K 0.36% +1,008 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 5,003 $459K 0.03% -658 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 5,000 $459K 0.01% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,990 $458K 0.01% -813 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 4,984 $457K 0.12% +2,739 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 4,981 $457K 0.09% -650 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,975 $456K 0.02% +1,863 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 4,935 $453K 0.05% new 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 4,898 $449K 0.25% +4,730 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 4,864 $446K <0.01% -1,424 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 4,847 $445K 0.02% -850 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 4,847 $445K 0.01% +1,140 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 4,843 $444K 0.23% new 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 4,836 $444K 0.07% 0 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 4,821 $441K 0.24% new 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 4,799 $440K 0.17% +2,577 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 4,747 $435K 0.05% new 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 4,741 $435K 0.22% -2,985 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 4,751 $435K 0.02% -1,731 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 4,726 $434K 0.12% -2,835 13F-HR Timeline Group COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 4,715 $433K 0.33% +69 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 4,696 $431K 0.02% -4,150 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 4,686 $430K 0.05% +2,366 13F-HR/A Timeline Group Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 4,667 $428K 0.03% -1,288 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 4,654 $427K 0.16% new 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 4,610 $423K 0.03% new 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 4,604 $422K 0.15% -382 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 4,593 $421K 0.26% -2,959 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 4,600 $421K 0.09% +454 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,565 $419K 0.05% +725 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 4,551 $416K 0.05% new 13F-HR/A Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 4,487 $412K 0.07% new 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 4,461 $409K 0.01% -52 13F-HR Timeline Farrow Financial, Inc. More: the full row for Farrow Financial, Inc. 4,402 $404K 0.24% -568 13F-HR Timeline Left Brain Wealth Management, LLC More: the full row for Left Brain Wealth Management, LLC 4,401 $404K 0.14% new 13F-HR Timeline Main Management ETF Advisors, LLC group of 2 filers holding More: the full row for Main Management ETF Advisors, LLC 4,386 $402K -384 Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 4,305 $395K 0.05% -500 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 4,303 $395K 0.06% -3,004 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4,300 $394K 0.03% +3,520 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 4,283 $393K 0.14% +371 13F-HR Timeline EWG Elevate Inc. More: the full row for EWG Elevate Inc. 4,238 $389K 0.12% -909 13F-HR Timeline SPG ADVISORS LLC More: the full row for SPG ADVISORS LLC 4,236 $389K 4.66% 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 4,227 $388K 0.01% -1,950 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 4,208 $386K 0.01% -46 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 4,193 $385K 0.04% +500 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 4,136 $379K 0.01% -900 13F-HR Timeline LIFE LINE WEALTH MANAGEMENT LLC More: the full row for LIFE LINE WEALTH MANAGEMENT LLC 4,133 $379K 0.12% -23 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 4,075 $374K 0.05% +633 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 4,038 $370K 0.06% -1,641 13F-HR/A Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 4,003 $367K 0.27% -582 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 4,000 $367K 0.03% -4,378 13F-HR Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 4,000 $366K 0.16% -1,500 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 3,969 $364K 0.06% +5 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,941 $362K 0.01% -430 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 3,874 $355K 0.03% 0 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 3,870 $355K 0.09% +97 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,863 $354K 0.05% +19 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 3,819 $350K 0.14% +438 13F-HR Timeline LEE JOHNSON CAPITAL MANAGEMENT, LLC More: the full row for LEE JOHNSON CAPITAL MANAGEMENT, LLC 3,818 $350K 0.12% +1,452 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 3,814 $350K 0.03% +317 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,805 $349K 0.01% +33 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,787 $347K 0.01% -58,301 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,763 $345K 0.01% +147 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 3,751 $344K 0.14% -1,371 13F-HR Timeline Soundwatch Capital LLC More: the full row for Soundwatch Capital LLC 96,731 $343K 0.06% +94,445 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 3,738 $343K 0.08% -29,136 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,730 $342K <0.01% +36 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 3,711 $340K 0.4% -16,736 13F-HR Timeline LITTLEJOHN FINANCIAL SERVICES, INC. More: the full row for LITTLEJOHN FINANCIAL SERVICES, INC. 3,705 $340K 0.26% new 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 3,703 $340K 0.11% new 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 3,664 $336K 0.03% +90 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 3,660 $336K 0.02% new 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 3,587 $329K 0.03% -157 13F-HR Timeline Priebe Wealth Holdings LLC More: the full row for Priebe Wealth Holdings LLC 3,580 $328K 0.28% -1,065 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3,575 $328K <0.01% +3,456 13F-HR Timeline Financial Architects, LLC More: the full row for Financial Architects, LLC 3,570 $327K 0.2% +25 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 3,550 $326K 0.14% -14,391 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 3,543 $325K 0.01% 0 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 3,532 $324K 0.19% -2,365 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 3,502 $321K 0.16% +268 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 3,500 $321K 0.01% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 3,500 $321K 0.01% 0 13F-HR Timeline Brentview Investment Management LLC More: the full row for Brentview Investment Management LLC 3,500 $321K 0.16% +1,000 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 3,473 $319K 0.1% -204 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 3,471 $318K 0.11% new 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 3,440 $316K 0.16% -103 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 3,433 $315K 0.14% 0 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 3,441 $315K 0.29% +972 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 3,417 $313K 0.05% -252 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 3,381 $310K 0.02% +445 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 3,333 $306K 0.08% -10,820 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. 3,318 $304K 0.02% -103 13F-HR Timeline Group 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 3,315 $304K 0.32% +79 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 3,313 $304K 0.17% -730 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 3,295 $302K 0.28% +974 13F-HR Timeline Kinloch Capital, LLC More: the full row for Kinloch Capital, LLC 3,274 $300K 0.14% 0 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 3,258 $299K 0.07% +34 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 3,251 $298K 0.28% -2,676 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 3,245 $298K 0.09% -193 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 3,244 $298K 0.01% -61,315 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 3,243 $297K 0.15% +60 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 3,230 $296K 0.05% -165 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 3,228 $296K 0.32% +16 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 3,201 $294K 0.01% new 13F-HR Timeline PenderFund Capital Management Ltd. More: the full row for PenderFund Capital Management Ltd. 3,200 $294K 0.07% new 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 3,196 $293K 0.1% -22,530 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 3,165 $290K 0.08% -211 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 3,112 $285K 0.11% -15,666 13F-HR Timeline Kingstone Capital Partners Texas, LLC More: the full row for Kingstone Capital Partners Texas, LLC 3,112 $285K 0.19% new 13F-HR/A Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 3,076 $282K 0.11% -5,773 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 3,047 $280K 0.08% -1,800 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 3,042 $279K 0.16% +22 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 2,998 $275K 0.06% -140 13F-HR Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 2,987 $274K 0.1% -59 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 2,965 $272K 0.11% +235 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 2,954 $271K 0.04% new 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 2,943 $270K 0.05% -12,777 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,935 $269K 0.02% -388 13F-HR Timeline Group Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 2,911 $267K 0.12% -1,432 13F-HR Timeline Washington Trust Advisors, Inc. 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