Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 8,139 $597K 0.05% -522 13F-HR Timeline Grand Central Investment Group More: the full row for Grand Central Investment Group 8,134 $597K 0.5% 0 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 8,133 $597K 0.18% -70 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 8,129 $597K 0.19% 0 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 8,122 $596K 0.09% +291 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 8,112 $595K 0.04% +320 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 8,084 $593K 0.15% -1,156 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 8,003 $587K <0.01% 0 13F-HR Timeline Carroll Advisory Group, LLC More: the full row for Carroll Advisory Group, LLC 7,984 $586K 0.19% -280 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 7,974 $585K 0.1% +955 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 7,967 $585K 0.08% new 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 7,965 $585K 0.04% -1,969 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 7,955 $584K 0.14% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 7,954 $584K 0.4% -150 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 7,947 $583K 0.16% +3,372 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 7,924 $582K 0.02% 0 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 7,886 $579K 0.14% -4,206 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 7,865 $577K 0.04% new 13F-HR Timeline Group First Growth Capital LLC More: the full row for First Growth Capital LLC 7,850 $576K 0.44% +1,127 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 7,828 $575K 0.14% -329 13F-HR Timeline Value Investment Professionals, LLC More: the full row for Value Investment Professionals, LLC 7,827 $575K 0.48% new 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 7,788 $572K 0.11% +14 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 7,786 $572K 0.06% +53 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 7,784 $571K 0.13% +371 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 7,695 $565K 0.09% +273 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 7,677 $564K 0.11% 0 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 7,672 $563K 0.18% +305 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 7,711 $563K 0.05% +74 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 7,640 $561K 0.14% +21 13F-HR Timeline Hopwood Financial Services, Inc. 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More: the full row for Abacus Planning Group, Inc. 7,160 $526K 0.06% 0 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 7,107 $522K 0.03% +2,010 13F-HR Timeline Group WealthSpring Partners, LLC More: the full row for WealthSpring Partners, LLC 7,081 $520K 0.45% -253 13F-HR Timeline DUTCH ASSET Corp More: the full row for DUTCH ASSET Corp 7,074 $519K 0.26% -843 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 7,040 $517K 0.21% -555 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 7,032 $516K 0.04% 0 13F-HR Timeline MYCIO WEALTH PARTNERS, LLC More: the full row for MYCIO WEALTH PARTNERS, LLC 7,017 $515K 0.1% +70 13F-HR Timeline SMI Advisory Services, LLC More: the full row for SMI Advisory Services, LLC 7,035 $515K 0.08% -348 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 7,088 $514K 0.03% +2,303 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 6,974 $512K 0.28% -13 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 6,965 $511K 0.19% +351 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 6,921 $508K <0.01% +1,901 13F-HR Timeline Group Certified Advisory Corp More: the full row for Certified Advisory Corp 6,915 $508K 0.04% +852 13F-HR Timeline Hardworking Capital Advisors, LLC More: the full row for Hardworking Capital Advisors, LLC 6,905 $507K 0.41% 0 13F-HR Timeline Stegner Investment Associates Inc. 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More: the full row for Collaborative Wealth Managment Inc. 6,801 $499K 0.21% -1,245 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 6,800 $499K 0.18% 0 13F-HR Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 6,795 $499K 0.31% 0 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 6,780 $498K 0.08% -7,992 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 6,778 $498K 0.12% +27 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 6,733 $494K 0.19% +240 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 6,623 $486K 0.11% +3,600 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 6,616 $486K 0.03% +1,583 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 6,607 $485K 0.17% -29 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 6,582 $483K <0.01% -1,775 13F-HR Timeline Capital Asset Managemnet, LLC More: the full row for Capital Asset Managemnet, LLC 6,575 $483K 1.09% -1,429 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 6,550 $481K 0.08% 0 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 6,537 $480K 0.12% +49 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 6,534 $476K 0.1% +1,154 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 6,475 $475K 0.03% -96 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 6,473 $475K 0.03% new 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 6,461 $474K 0.02% +562 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 6,461 $474K 0.03% 0 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 6,454 $473K 0.14% +45 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 6,442 $473K 0.02% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. 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More: the full row for Timonier Family Office, LTD. 6,404 $470K 0.13% 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 6,349 $466K 0.2% +55 13F-HR Timeline Kingsbury Capital Investment Advisors L… More: the full row for Kingsbury Capital Investment Advisors LLC 6,306 $463K 0.39% +145 13F-HR Timeline KMT WEALTH MANAGEMENT, LLC More: the full row for KMT WEALTH MANAGEMENT, LLC 6,306 $463K 0.39% new 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 6,300 $462K 0.24% 0 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 6,266 $460K 0.24% +14 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 6,213 $456K 0.04% -1,039 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 6,211 $456K 0.03% +1,870 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 6,121 $449K 0.24% -14 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 6,091 $447K 0.14% -733 13F-HR Timeline Aurora Private Wealth, Inc. 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More: the full row for Strategic Wealth Partners, Ltd. 5,654 $415K 0.03% -173 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 5,652 $415K 0.01% +985 13F-HR Timeline GAINLINE FINANCIAL PARTNERS, LLC More: the full row for GAINLINE FINANCIAL PARTNERS, LLC 5,642 $414K 0.39% 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 5,633 $414K 0.09% 0 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 5,625 $413K 0.08% -45 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 5,587 $410K 0.01% -1,975 13F-HR Timeline Group Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 5,580 $410K 0.01% +1 13F-HR Timeline Group National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 5,547 $407K 0.13% +91 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 5,542 $407K 0.2% +239 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 5,524 $406K 0.09% 0 13F-HR Timeline FSA Advisors, Inc. 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More: the full row for WORLD EQUITY GROUP, INC. 5,306 $390K 0.09% +495 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 5,306 $390K 0.14% +245 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 5,280 $388K 0.04% -223 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 5,277 $387K 0.01% +3,412 13F-HR Timeline Group ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 5,275 $387K 0.12% 0 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 5,240 $385K 0.05% -430 13F-HR Timeline SVRN Asset Management, LLC More: the full row for SVRN Asset Management, LLC 5,232 $384K 0.2% 0 13F-HR Timeline Pacific Wealth Strategies Group, Inc. More: the full row for Pacific Wealth Strategies Group, Inc. 5,231 $384K 0.22% -3,892 13F-HR Timeline GUARDSMAN PRIVATE CAPITAL MANAGEMENT, I… More: the full row for GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. 5,231 $384K 0.27% 0 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 5,231 $384K 0.2% +13 13F-HR Timeline Arcadia Wealth Management, Inc. More: the full row for Arcadia Wealth Management, Inc. 5,178 $380K 0.18% +135 13F-HR Timeline Whitcomb & Hess, Inc. 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More: the full row for Pacifica Partners Inc. 5,124 $375K 0.11% +1,880 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 5,100 $374K 0.01% 0 13F-HR/A Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 5,091 $374K 0.01% -1,367 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 5,074 $372K 0.04% new 13F-HR Timeline Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 5,059 $371K 0.31% 0 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 5,055 $371K 0.02% new 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 5,051 $371K 0.14% +51 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 5,019 $370K 0.04% -87 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 5,029 $369K 0.04% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 5,001 $367K <0.01% -335 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 5,000 $367K 0.04% 0 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 4,991 $366K 0.01% -1,184 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 4,989 $366K 0.04% +237 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 4,967 $365K 0.02% +820 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 5,020 $363K 0.12% -219 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. 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More: the full row for Parkshore Wealth Management, Inc. 4,846 $356K 0.1% +69 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 4,822 $354K 0.14% new 13F-HR Timeline Sentinel Advisory Group, LLC More: the full row for Sentinel Advisory Group, LLC 4,810 $353K 0.14% -250 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 4,778 $353K 0.3% -4,381 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 4,797 $352K 0.06% new 13F-HR Timeline Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 4,775 $351K 0.02% -11,900 13F-HR Timeline Group Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 4,774 $350K 0.04% +55 13F-HR Timeline Group