FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 11,262 $829K 0.32% -3,579 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 11,189 $824K 0.21% +241 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 11,184 $824K 0.18% +381 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 11,135 $820K 0.14% -542 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 11,043 $813K 0.02% -397 13F-HR Timeline Group AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 11,005 $810K 0.48% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 10,990 $809K 0.09% +400 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 10,897 $803K 0.03% +2,753 13F-HR Timeline Group JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 10,875 $801K 0.02% +16 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 10,813 $794K 0.27% -1,018 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 10,768 $793K 0.16% 0 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 10,738 $791K 0.05% -1 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 10,707 $788K 0.68% +755 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 10,669 $786K 0.03% -101 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 10,542 $776K 0.4% 0 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 10,518 $774K 0.25% -44 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 10,559 $774K 0.2% +571 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 10,493 $773K 0.19% +6,969 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 10,470 $771K <0.01% +2,970 13F-HR/A Timeline 2UniFi Bank More: the full row for 2UniFi Bank 10,399 $766K 0.43% +4,017 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 10,406 $765K 0.37% +270 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 10,343 $762K 0.28% +1,737 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 10,319 $760K 0.07% -2,326 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 10,291 $758K 0.25% -1 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 10,285 $757K 0.66% +7 13F-HR Timeline Shorepath Capital Management LLC More: the full row for Shorepath Capital Management LLC 10,275 $757K 0.62% 0 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 10,218 $752K 0.52% 0 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 10,200 $751K 0.53% -150 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 10,185 $750K 0.12% -6,665 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 10,093 $743K 0.14% new 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 9,986 $735K 0.02% new 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 9,959 $733K 0.59% -65 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 9,939 $732K 0.04% -14,365 13F-HR Timeline Group Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 9,971 $731K 0.05% +750 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 9,898 $729K 0.34% -21 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 9,792 $721K 0.05% +873 13F-HR Timeline Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 9,777 $720K 0.09% +1,159 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 9,761 $719K 0.21% -579 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 9,723 $716K 0.02% -12,565 13F-HR Timeline RED CRANE WEALTH MANAGEMENT, LLC More: the full row for RED CRANE WEALTH MANAGEMENT, LLC 9,684 $713K 0.65% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 9,646 $710K 0.09% +8,619 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 9,581 $705K 0.01% -315 13F-HR/A Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 9,527 $701K 0.23% +42 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 9,485 $698K 0.02% +231 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 9,460 $697K <0.01% +2,479 13F-HR Timeline Group Evelyn Partners Asset Management Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Asset Management Ltd 9,453 $696K 0.18% +1,409 13F-HR/A Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 9,401 $692K 0.06% -1,561 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 9,395 $692K 0.41% +2,416 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 9,354 $689K 0.34% -90 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 9,244 $681K 0.61% new 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 9,223 $679K 0.47% -2,396 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 9,213 $678K 0.17% +178 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 9,185 $676K 0.02% +7,831 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 9,166 $675K 0.57% +3,018 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 9,155 $674K 0.1% +104 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 9,145 $673K 0.45% -273 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 9,122 $672K 0.04% -443 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 9,097 $670K 0.74% +2,074 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 9,067 $668K 0.02% -418 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 9,061 $667K 0.34% -1,010 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 9,052 $666K 0.16% -158 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 9,048 $666K 0.3% +9 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 9,040 $666K 0.13% 0 13F-HR Timeline Group SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 9,031 $665K 0.47% -305 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 9,028 $665K 0.47% +215 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 8,992 $662K 0.54% +84 13F-HR Timeline Beacon Wealthcare LLC More: the full row for Beacon Wealthcare LLC 8,954 $659K 0.25% -1,402 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 8,931 $658K 0.62% -2,313 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 8,915 $656K 0.13% +1,459 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 8,873 $653K 0.28% +978 13F-HR Timeline Wise Wealth Partners More: the full row for Wise Wealth Partners 8,811 $649K 1.08% +912 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 8,833 $648K 0.04% -346 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 8,748 $644K 0.24% -193 13F-HR Timeline FISCHER INVESTMENT STRATEGIES, LLC More: the full row for FISCHER INVESTMENT STRATEGIES, LLC 8,678 $639K 0.43% -679 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 8,627 $635K 0.46% +82 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 8,600 $633K 0.24% +617 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 8,595 $633K 0.03% -1,387 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 8,563 $630K 0.04% 0 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 8,535 $628K 0.3% -286 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 8,553 $628K 0.05% -846 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 8,529 $628K 0.13% +2 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 8,527 $628K 0.34% +55 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 8,489 $625K 0.02% +22 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 8,479 $624K 0.42% -165 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 8,412 $619K 0.11% +4,060 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 8,412 $619K 0.25% -325 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 8,409 $615K 0.03% +239 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 8,329 $613K 0.35% -1,399 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 8,298 $611K 0.77% -91 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 8,261 $608K 0.01% +870 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 8,251 $607K 0.29% +151 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 8,197 $604K 0.04% -29,753 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 8,190 $603K 0.32% -4,934 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 8,150 $600K 0.38% -120 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 8,139 $599K 0.47% -3,720 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 8,126 $598K 0.02% +1,140 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 8,121 $598K 0.16% +326 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 8,111 $597K 0.06% +97 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 8,090 $595K 0.05% +1,986 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 8,035 $592K 0.34% +107 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 8,024 $591K +56 Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 7,999 $589K 0.21% -331 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 7,998 $589K <0.01% new 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 7,955 $586K 0.17% 0 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 7,975 $586K 0.14% +2,079 13F-HR Timeline Timonier Family Office, LTD. More: the full row for Timonier Family Office, LTD. 7,945 $585K 0.22% -7,295 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 7,940 $585K 0.15% 0 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 7,929 $584K 0.49% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 7,908 $582K 0.05% +3,992 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 7,889 $581K 0.17% +449 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 7,888 $581K 0.22% +3,991 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 7,884 $580K 0.19% -202 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 7,871 $580K 0.28% -3,322 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 7,828 $576K 0.42% +491 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 7,818 $576K 0.17% -88 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 7,813 $575K 0.28% +4,069 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 7,788 $573K 0.35% -18 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 7,729 $569K 0.23% -1,062 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 7,675 $565K 0.02% 0 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 7,597 $559K 0.27% 0 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 7,553 $556K 0.09% +1,125 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 7,552 $556K 0.01% +427 13F-HR Timeline Group Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 7,552 $556K 0.18% +7 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 7,529 $554K 0.43% +173 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 7,452 $549K 0.04% -1,627 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 7,378 $543K 0.42% -1,862 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 7,362 $542K 0.19% 0 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 7,325 $539K 0.09% new 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 7,295 $537K 0.44% -1,293 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 7,275 $536K 0.12% +1,870 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 7,269 $535K 0.02% +7 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 7,267 $535K 0.01% -1,088 13F-HR Timeline Weitzel Financial Services, Inc. More: the full row for Weitzel Financial Services, Inc. 7,250 $533K 0.23% -55 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 7,230 $532K 0.08% +4,452 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 7,143 $526K 0.46% -712 13F-HR Timeline EWG Elevate Inc. More: the full row for EWG Elevate Inc. 7,118 $524K 0.16% +2,334 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 7,120 $524K 0.01% +948 13F-HR Timeline Group Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 7,090 $522K 0.26% +2,650 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 7,071 $521K 0.15% +470 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 7,057 $520K 0.19% -906 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 7,043 $519K 0.19% -1,248 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 7,085 $518K 0.08% +1,311 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 7,012 $516K 0.2% -748 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 7,010 $515K 0.32% new 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 6,983 $514K 0.15% -66 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 6,972 $513K 0.03% -347 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 6,950 $512K 0.39% 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 6,963 $509K 0.18% new 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 6,905 $508K 0.28% new 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 6,889 $507K 0.19% +3 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 6,845 $504K 0.37% +3,984 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 6,831 $503K 0.03% -346 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 6,805 $501K 0.16% +83 13F-HR Timeline Group Schwallier Wealth Management LLC More: the full row for Schwallier Wealth Management LLC 6,778 $499K 0.3% -1,124 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 6,695 $493K 0.04% +243 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 6,724 $490K 0.14% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 6,641 $489K 0.04% -6,276 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 6,640 $489K 0.05% -401 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 6,629 $488K 0.02% 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 6,619 $487K 0.07% +234 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 6,573 $484K 0.06% new 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 6,572 $484K 0.11% -803 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 6,562 $483K 0.06% +26 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 6,550 $482K 0.03% -1,354 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 6,538 $481K 0.02% -5,869 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 6,516 $480K 0.05% -2,752 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 6,513 $480K 0.07% -93 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 6,510 $479K 0.3% new 13F-HR Timeline SMI Advisory Services, LLC More: the full row for SMI Advisory Services, LLC 6,509 $473K 0.09% -818 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 6,381 $470K 0.05% -310 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 6,375 $469K 0.02% -5,787 13F-HR Timeline Bell Bank More: the full row for Bell Bank 6,369 $469K 0.02% new 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 6,365 $469K 0.05% -65 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 6,339 $467K 0.06% new 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 6,329 $466K <0.01% new 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 6,330 $465K 0.13% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 6,313 $465K 0.01% -6,672 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 6,290 $463K 0.1% +357 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 6,255 $461K 0.05% -1,395 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 6,219 $458K <0.01% -18,945 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 6,216 $458K 0.27% -462 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 6,200 $456K 0.17% +10 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 6,189 $456K 0.17% +3,457 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 6,154 $453K 0.01% -628 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 6,145 $452K 0.35% -1,165 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 6,143 $452K 0.06% -288 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 6,115 $450K 0.11% -384 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 6,108 $450K 0.04% -423,135 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 6,089 $448K 0.31% new 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 6,078 $448K 0.35% new 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 6,072 $447K 0.07% -688 13F-HR/A Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 6,026 $444K 0.43% +9 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 6,025 $444K 0.22% -190 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 5,995 $441K 0.29% -6 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 5,995 $441K 0.2% -1,380 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 6,017 $441K 0.06% -9,586 13F-HR/A Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 5,986 $441K 0.01% +273 13F-HR Timeline Group Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 5,975 $440K 0.06% +751 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 5,974 $440K 0.32% -194 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 5,964 $439K 0.13% -11,395 13F-HR Timeline