KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 95,492 $4.05M 1.72% -5,050 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 95,032 $4.03M 0.36% -43,425 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 92,631 $3.88M 1.48% +42,356 13F-HR Timeline Sterling Financial Group, Inc. More: the full row for Sterling Financial Group, Inc. 91,296 $3.87M 1.3% -915 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 91,245 $3.87M 1.7% +510 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 90,436 $3.83M 0.98% +1,006 13F-HR/A Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 88,790 $3.76M 0.6% +2,538 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 85,354 $3.62M 0.5% +3,769 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 84,900 $3.6M 1.6% -11,377 13F-HR Timeline QUARRY HILL ADVISORS, LLC More: the full row for QUARRY HILL ADVISORS, LLC 83,560 $3.54M 2.06% -27 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 82,660 $3.5M 0.61% +32,571 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 81,197 $3.44M 1.77% +5,379 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 78,084 $3.31M 1.26% +101 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 76,037 $3.22M 2.11% +425 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 74,242 $3.14M 0.86% +10,656 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 72,751 $3.08M 2.5% -22,051 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 72,722 $3.08M 1.44% -98 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 72,122 $3.06M 0.5% -2,649 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 72,101 $3.05M 2.5% +20,198 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. 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More: the full row for Warwick Investment Management, Inc. 20,620 $873K 0.17% +5 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 20,536 $871K 0.34% -1,019 13F-HR Timeline Allodium Investment Consultants, LLC More: the full row for Allodium Investment Consultants, LLC 19,856 $841K 0.53% +1,840 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 19,835 $840K 0.16% -410 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 19,461 $824K 0.3% 0 13F-HR Timeline SageOak Financial, LLC More: the full row for SageOak Financial, LLC 19,403 $822K 0.66% -1,916 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 19,208 $814K 0.03% -3,692 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 18,986 $804K 0.5% -206 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 18,839 $798K 0.09% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 17,827 $755K 0.39% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 17,659 $748K 0.06% +795 13F-HR Timeline BARRETT & COMPANY, INC. 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More: the full row for VanderPol Investments L.L.C. 14,516 $615K 1.29% -3,112 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 13,590 $576K 0.15% +1 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 13,543 $574K <0.01% +368 13F-HR Timeline Group Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 13,384 $567K 0.04% -1,437 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 13,363 $566K 0.45% +7,137 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 13,344 $565K 0.22% -55 13F-HR Timeline Woodward Financial Advisors, Inc. 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More: the full row for MATHER GROUP, LLC. 12,435 $527K 0.01% 0 13F-HR Timeline KRAFT ASSET MANAGEMENT, LLC More: the full row for KRAFT ASSET MANAGEMENT, LLC 11,973 $507K 0.47% -310 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 11,923 $505K 0.21% +16 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 11,932 $505K 0.09% +472 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 11,846 $502K 0.19% 0 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 11,718 $496K 0.03% -1,195 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 11,700 $496K <0.01% +1,223 13F-HR Timeline Group Cooper Financial Group More: the full row for Cooper Financial Group 11,679 $495K 0.06% +4 13F-HR Timeline Triune Financial Partners, LLC More: the full row for Triune Financial Partners, LLC 11,616 $492K 0.14% new 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 11,520 $488K 0.17% +87 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 11,448 $485K 0.01% -12,119 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 11,262 $477K 0.1% new 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 11,209 $475K 0.23% new 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 10,890 $474K 0.28% +2,411 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 11,147 $472K 0.01% +1,915 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 11,078 $469K 0.04% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 11,076 $469K 0.01% -23,590 13F-HR Timeline Group FCG Investment Co More: the full row for FCG Investment Co 10,992 $466K 0.24% new 13F-HR Timeline XY Planning Network, Inc. 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More: the full row for Bridgewater Advisors Inc. 8,667 $378K 0.03% +12 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 8,913 $378K 0.01% -282 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 8,831 $374K 0.01% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 8,826 $372K 0.04% -411 13F-HR/A Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 8,642 $366K 0.07% +97 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 8,545 $362K 0.02% new 13F-HR Timeline