Generation Capital Management LLC More: the full row for Generation Capital Management LLC 6,501 $596K 0.43% -37 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 6,475 $594K 0.1% +3,532 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 6,449 $592K 0.32% -33 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 6,441 $591K 0.03% -711 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 6,426 $590K 0.01% +335 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 6,419 $589K 0.02% -59 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 6,390 $586K 0.02% -6,842 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 6,349 $583K 0.01% +44 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 McAdam, LLC More: the full row for McAdam, LLC 6,333 $581K 0.03% -1,042 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 6,328 $581K 0.05% -2,626 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 6,326 $580K 0.16% -490 13F-HR/A Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 6,290 $577K 0.02% -1,000 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 6,266 $575K 0.4% +1,551 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 6,229 $572K 0.53% +362 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 6,208 $570K 0.12% -10,604 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 6,141 $564K 0.17% -2,671 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 6,122 $562K 0.05% -1,183 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 6,111 $561K 0.04% -1,648 13F-HR Timeline MFG WEALTH MANAGEMENT, INC. More: the full row for MFG WEALTH MANAGEMENT, INC. 6,014 $552K 0.42% -3,968 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 6,012 $552K <0.01% new 13F-HR Timeline Group Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 5,966 $547K 0.35% -1,900 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 5,965 $547K 0.06% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 5,943 $545K 0.02% +61 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 5,908 $542K 0.14% +109 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 5,822 $534K <0.01% +338 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 5,807 $533K 0.03% +313 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 5,776 $530K 0.45% 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 5,761 $528K 0.01% new 13F-HR/A Timeline New Harbor Financial Group, LLC More: the full row for New Harbor Financial Group, LLC 5,743 $527K 0.11% new 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 5,700 $523K 0.38% +400 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 5,684 $522K -2,693 Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 5,654 $519K 0.28% +1,061 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 5,632 $517K 0.05% +358 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 5,616 $515K 0.25% +508 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 5,566 $511K 0.04% -1,899 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 5,566 $511K 0.07% -4,967 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 5,553 $509K 0.02% -542 13F-HR Timeline Group PYA Waltman Capital, LLC More: the full row for PYA Waltman Capital, LLC 5,549 $509K 0.14% +12 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 5,540 $508K 0.01% +312 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 5,500 $505K 0.04% new 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 5,482 $503K 0.06% -2,310 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 5,463 $501K 0.04% +56 13F-HR Timeline Schusterman Interests, LLC More: the full row for Schusterman Interests, LLC 5,460 $501K 0.11% 0 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 5,443 $499K 0.16% 0 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 5,420 $497K 0.09% -1,620 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 5,413 $497K 0.08% +577 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 5,407 $496K 0.17% -20,151 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 5,241 $481K 0.21% +398 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 5,168 $474K 0.2% +2,257 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 5,165 $474K 0.14% -200 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 5,068 $465K 0.04% +875 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 5,067 $465K 0.08% new 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 5,046 $463K 0.34% -2,675 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 L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 4,995 $458K 0.55% -37,182 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 4,981 $457K 0.08% 0 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 4,975 $456K 0.34% -7,185 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 4,959 $455K 0.44% +1,731 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 4,954 $455K 0.33% -107 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 4,887 $448K 0.01% +40 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 4,867 $447K 0.07% new 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 4,861 $446K 0.05% -20,650 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 4,856 $446K 0.23% +35 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,854 $445K <0.01% +2,221 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 4,843 $444K 0.17% new 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 4,795 $440K 0.17% -436 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 4,786 $439K 0.09% -993 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 4,776 $438K 0.05% +29 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 4,774 $438K 0.15% -25 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 4,757 $436K 0.02% -90 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 4,735 $434K 0.05% +49 13F-HR/A Timeline Group Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 4,724 $433K 0.24% +1,192 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 4,708 $432K 0.16% +1,632 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 4,683 $430K 0.02% -2,239 13F-HR Timeline Group Chicago Capital, LLC More: the full row for Chicago Capital, LLC 4,677 $429K 0.01% +450 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 4,659 $426K 0.35% +1,218 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 4,605 $423K 0.13% +1 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 4,613 $422K 0.18% 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 4,592 $421K 0.05% +1,638 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 4,561 $418K 0.04% -1,848 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 4,547 $417K 0.05% -3,606 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 4,538 $416K 0.19% -647 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,535 $416K 0.02% -440 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 4,534 $416K 0.04% -4,373 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 4,507 $414K 0.24% -950 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 4,500 $413K 0.08% -8,207 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 4,497 $413K 0.25% +3,405 13F-HR Timeline Front Street Capital Management, Inc. More: the full row for Front Street Capital Management, Inc. 4,480 $411K 0.06% new 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 4,479 $411K 0.11% +1,678 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 4,455 $409K 0.24% new 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 827 $403K 0.06% -157,366 13F-HR/A Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 4,388 $401K 0.09% -212 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 4,357 $400K 0.17% new 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 4,355 $400K 0.01% +219 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 4,325 $397K 0.05% -2,145 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 4,317 $396K 0.01% +109 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 4,253 $390K 0.16% new 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 4,253 $390K 0.2% -645 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 4,250 $390K 0.01% +750 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 4,255 $389K 0.04% -50 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 4,211 $386K 0.18% +771 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 4,178 $383K 0.01% -573 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 4,175 $383K 0.04% +361 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 4,161 $382K 0.05% -142 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 4,155 $381K 0.14% +1,557 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 4,153 $381K 0.1% -249,427 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 4,151 $381K 0.01% -545 13F-HR Timeline LIFE LINE WEALTH MANAGEMENT LLC More: the full row for LIFE LINE WEALTH MANAGEMENT LLC 4,132 $379K 0.12% -1 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 4,060 $373K 0.02% -550 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 4,059 $372K 0.14% new 13F-HR Timeline LITTLEJOHN FINANCIAL SERVICES, INC. More: the full row for LITTLEJOHN FINANCIAL SERVICES, INC. 4,034 $370K 0.27% +329 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. 4,020 $369K 0.03% +702 13F-HR Timeline Group Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 4,009 $368K 0.09% +139 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 3,993 $366K 0.04% new 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,987 $366K 0.05% +124 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 3,971 $364K 0.11% new 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 3,954 $362K 0.11% +758 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 3,942 $362K 0.06% -96 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 3,934 $361K 0.03% -5,039 13F-HR Timeline Farrow Financial, Inc. More: the full row for Farrow Financial, Inc. 3,925 $360K 0.21% -477 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 3,905 $358K 0.24% -98 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,903 $358K 0.01% -38 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 3,882 $356K 0.05% -87 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 Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 3,846 $353K <0.01% new 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,839 $352K 0.01% +34 13F-HR Timeline LEE JOHNSON CAPITAL MANAGEMENT, LLC More: the full row for LEE JOHNSON CAPITAL MANAGEMENT, LLC 3,818 $350K 0.12% 0 13F-HR Timeline SPG ADVISORS LLC More: the full row for SPG ADVISORS LLC 3,770 $346K 3.98% -466 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,765 $345K 0.01% +2 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 3,743 $343K 0.04% new 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 3,723 $342K 0.13% -28 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 3,715 $341K 0.21% +2,181 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 3,710 $340K 0.01% +167 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 3,699 $339K 0.07% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,692 $339K 0.02% +2,785 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 3,687 $338K <0.01% -1,177 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 3,655 $335K 0.12% -164 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 3,643 $334K 0.12% -1,011 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 3,601 $330K 0.02% +220 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 3,592 $330K 0.04% +175 13F-HR Timeline Financial Architects, LLC More: the full row for Financial Architects, LLC 3,560 $327K 0.19% -10 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 3,537 $324K 0.1% -166 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,530 $324K <0.01% -200 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 3,518 $323K 0.3% +203 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 0.15% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 3,500 $321K 0.14% new 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 3,450 $317K 0.09% -23 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 3,443 $316K <0.01% +1,049 13F-HR Timeline Group Navigation Wealth Management, Inc. More: the full row for Navigation Wealth Management, Inc. 3,442 $316K 0.46% -3,781 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 3,435 $315K 0.08% new 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 3,430 $315K 0.09% +185 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 3,430 $315K <0.01% -2,137 13F-HR Timeline Group Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 3,404 $312K 0.11% -2,900 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 3,336 $306K <0.01% +453 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 3,321 $305K 0.25% +26 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 3,318 $304K 0.13% -184 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 3,313 $304K 0.16% 0 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 3,306 $303K 0.02% -1,080 13F-HR Timeline Group Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 3,291 $302K 0.06% +33 13F-HR Timeline Kinloch Capital, LLC More: the full row for Kinloch Capital, LLC 3,274 $300K 0.13% 0 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 3,273 $300K 0.08% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 3,254 $298K 0.1% +142 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 3,237 $297K 0.02% -2,468 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 3,207 $294K 0.04% new 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 3,138 $288K 0.09% -1,588 13F-HR Timeline Group Siligmueller & Norvid Wealth Advisors L… More: the full row for Siligmueller & Norvid Wealth Advisors LLC 5,729 $284K 0.13% new 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 3,100 $284K 0.06% -2,693 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,095 $284K 0.01% -24,108 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 3,093 $284K 0.03% +362 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 3,088 $283K 0.02% new 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 3,082 $283K <0.01% +651 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 3,028 $278K 0.07% new 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 3,020 $277K 0.15% -22 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 3,011 $276K 0.59% new 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 2,983 $274K 0.06% -5,975 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,982 $274K 0.03% -3,505 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 2,966 $272K 0.01% new 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,941 $270K 0.04% +582 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 2,925 $268K 0.12% -318 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 2,913 $267K 0.05% +138 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 2,902 $266K 0.04% -328 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 2,879 $264K 0.07% 0 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 2,871 $263K 0.01% new 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 2,870 $263K 0.23% new 13F-HR Timeline Revere Asset Management, Inc More: the full row for Revere Asset Management, Inc 2,870 $263K 0.1% new 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 2,858 $262K 0.05% -140 13F-HR Timeline SimpliFi, Inc. More: the full row for SimpliFi, Inc. 2,835 $260K 0.11% new 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 2,818 $259K 0.04% +29 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 2,826 $258K 0.04% -16 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 2,810 $258K 0.08% -155 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 2,808 $258K 0.07% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,805 $257K 0.01% -396 13F-HR Timeline Attessa Capital LLC More: the full row for Attessa Capital LLC 2,798 $257K 0.15% new 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 2,787 $256K 0.07% -378 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 2,736 $251K 0.08% 0 13F-HR/A Timeline Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 2,731 $251K 0.16% new 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 2,731 $251K 0.02% new 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 2,729 $250K 0.08% new 13F-HR Timeline