Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 115,123 $3.38M 2.01% 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 113,893 $3.35M 0.7% -13,003 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 112,697 $3.31M 0.82% -439 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 112,020 $3.29M 0.65% -1,309 13F-HR Timeline Elios Financial Group Inc. More: the full row for Elios Financial Group Inc. 110,896 $3.26M 1.48% -14,812 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 110,217 $3.24M 0.82% -160,286 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 108,528 $3.19M <0.01% -2,709 13F-HR Timeline Group WPWealth LLP More: the full row for WPWealth LLP 108,419 $3.18M 0.57% +767 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 107,853 $3.17M +60,182 Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 107,342 $3.15M 0.73% -616 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 106,159 $3.12M 0.27% -383 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 103,624 $3.04M 0.18% -364 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 102,463 $3.01M 0.34% 0 13F-HR Timeline United Wealth Management, LLC More: the full row for United Wealth Management, LLC 100,741 $2.96M 0.86% -3,498 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 97,722 $2.87M 0.07% 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 96,697 $2.84M 0.06% +83,081 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 93,423 $2.74M 0.01% -336 13F-HR/A Timeline Group Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 92,242 $2.71M 0.74% +5,725 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 91,508 $2.69M 0.21% -3,992 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 90,762 $2.67M 1.62% -20,792 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 89,847 $2.64M +1,890 Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 89,824 $2.64M 0.48% -1,850 13F-HR Timeline Physician Wealth Solutions Inc. More: the full row for Physician Wealth Solutions Inc. 89,767 $2.64M 1.22% -5,369 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 88,081 $2.59M 1.34% +670 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 86,891 $2.55M 0.15% -3,446 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 85,278 $2.5M 0.06% -10,545 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 84,850 $2.49M <0.01% +710 13F-HR Timeline Group Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 84,466 $2.48M 0.91% +77 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 80,845 $2.4M 0.37% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 81,210 $2.39M 0.37% +34 13F-HR Timeline BCO Wealth Management LLC More: the full row for BCO Wealth Management LLC 80,643 $2.37M 1.69% -250 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 79,886 $2.35M <0.01% +13,218 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 79,061 $2.31M <0.01% +20,153 13F-HR Timeline Group HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 78,533 $2.31M 1.51% -130 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 78,161 $2.3M 0.02% +31,819 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 76,595 $2.25M 0.41% +675 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 74,206 $2.18M 0.26% +62,338 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 72,209 $2.12M <0.01% -18,406 13F-HR Timeline Group Aquire Wealth Advisors, LLC More: the full row for Aquire Wealth Advisors, LLC 70,284 $2.06M 0.55% +390 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 70,136 $2.06M 1.86% -762 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 69,373 $2.04M 0.01% 0 13F-HR Timeline KRAFT ASSET MANAGEMENT, LLC More: the full row for KRAFT ASSET MANAGEMENT, LLC 69,080 $2.03M 1.89% -685 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 68,678 $2.02M 0.01% -702 13F-HR Timeline Group Waypoint Wealth Partners Inc. 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More: the full row for MELFA WEALTH MANAGEMENT, INC. 65,802 $1.93M 1.22% -1,129 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 65,643 $1.93M 0.02% +23,701 13F-HR/A Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 65,436 $1.92M 1.01% -2,393 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 65,322 $1.92M 0.74% -1,711 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 64,231 $1.89M 1.41% new 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 64,225 $1.89M 0.48% +6,270 13F-HR/A Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 64,083 $1.88M 0.43% new 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 63,381 $1.86M 0.55% +780 13F-HR Timeline McGrath & Associates, Inc. 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More: the full row for Liberty Capital Management, Inc. 60,457 $1.78M 0.36% 0 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 60,417 $1.77M 0.78% -425 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 60,318 $1.77M 0.68% -2,497 13F-HR Timeline New Dimensions Wealth Management, LLC More: the full row for New Dimensions Wealth Management, LLC 58,564 $1.72M 1.57% -749 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 58,473 $1.72M 0.04% +340 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. 58,115 $1.71M 0.01% -1,914 13F-HR Timeline Group Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 58,027 $1.7M 0.22% new 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 57,734 $1.7M 0.31% +1,035 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 57,511 $1.69M 1.36% -432 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 55,575 $1.63M 0.71% -10,066 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 54,596 $1.6M 0.1% +3,658 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 52,697 $1.55M 0.02% +1,560 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 52,428 $1.54M 0.28% +9,399 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 52,284 $1.54M 0.72% -238 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 51,752 $1.52M 0.26% +97 13F-HR Timeline Vannoy Advisory Group, Inc. More: the full row for Vannoy Advisory Group, Inc. 51,148 $1.5M 1.04% -451 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 50,981 $1.5M 0.03% +86 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 48,888 $1.44M 0.79% 0 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 48,677 $1.43M 1.02% +87 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 48,565 $1.43M 0.35% +2,093 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 47,965 $1.41M 0.4% +20,122 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 47,614 $1.4M 0.27% -711 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 47,311 $1.39M 0.09% +16,130 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 47,286 $1.39M 0.03% +6,432 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 47,150 $1.38M 0.35% 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 47,127 $1.38M 0.24% -379 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 46,923 $1.38M 0.28% new 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 46,761 $1.37M 1.09% +6 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 45,691 $1.34M 0.01% -13 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 45,132 $1.33M 0.08% -879 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 45,092 $1.32M 0.77% +243 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 44,619 $1.31M 0.51% +4,079 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 44,576 $1.31M 0.01% +8,764 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 44,430 $1.3M 0.93% +32,938 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 44,108 $1.29M <0.01% +4,225 13F-HR Timeline Group VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 43,719 $1.28M 0.86% 0 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 42,859 $1.26M 0.95% -4,104 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 42,331 $1.24M 0.8% -570 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 42,155 $1.24M 0.2% +19,282 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 42,088 $1.24M 0.17% +1,341 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 49,363 $1.23M 0.68% 0 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 41,683 $1.22M 0.17% new 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 41,634 $1.22M 0.49% -175 13F-HR Timeline KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 40,123 $1.18M 0.58% +493 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 39,949 $1.17M <0.01% +93 13F-HR Timeline Group Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 39,375 $1.16M 0.27% 0 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 39,133 $1.15M 0.19% +1,672 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 39,080 $1.15M <0.01% +13,740 13F-HR Timeline Group TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 38,726 $1.14M 0.25% 0 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 38,488 $1.13M 0.08% new 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 38,077 $1.12M 0.02% 0 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 37,992 $1.12M 0.79% -32,483 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 37,983 $1.12M 0.19% -85 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 37,587 $1.1M 0.04% 0 13F-HR Timeline Apollon Financial, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Financial, LLC 37,170 $1.09M 0.23% +1,429 13F-HR Timeline Group Zhang Financial LLC More: the full row for Zhang Financial LLC 36,989 $1.09M 0.05% +167 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 36,982 $1.09M <0.01% +146 13F-HR Timeline Group Montis Financial, LLC More: the full row for Montis Financial, LLC 36,388 $1.07M 0.3% -754 13F-HR Timeline M Wealth Management, LLC More: the full row for M Wealth Management, LLC 36,170 $1.06M 0.98% -263 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 36,105 $1.06M 0.29% 0 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 36,002 $1.06M 0.22% -1,677 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 35,705 $1.05M 0.56% 0 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 35,693 $1.05M 0.14% +4,158 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 35,606 $1.05M 0.52% +893 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 35,556 $1.04M 0.6% +5,444 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 35,075 $1.03M 0.45% +35,053 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 34,607 $1.02M 0.03% -2,412 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 34,220 $1.01M 0.43% -733 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 34,212 $1M 0.01% -4,051 13F-HR/A Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 34,063 $1M 0.27% -859 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 33,803 $993K 0.35% +1,684 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 33,104 $972K 0.01% 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 32,750 $962K <0.01% -1,921 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 32,141 $944K 0.22% -1,381 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 31,938 $938K 0.09% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 31,159 $915K 0.02% -9,241 13F-HR Timeline Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 31,062 $912K 0.25% -1,528 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 30,943 $909K 0.39% +1,622 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 30,932 $908K 0.71% +291 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 30,550 $897K 0.01% +344 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 30,531 $897K 0.23% +3,614 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 30,200 $887K 0.36% 0 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 30,127 $885K 0.22% -4,116 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 29,950 $880K <0.01% 0 13F-HR Timeline Group Francis Financial, Inc. More: the full row for Francis Financial, Inc. 29,119 $855K 0.2% -2,810 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 28,765 $845K 0.28% -338 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 28,329 $832K 0.02% +60 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 28,200 $828K 0.07% 0 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 27,833 $817K 0.15% +5,540 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 27,171 $798K 0.15% +251 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 26,421 $776K 0.01% +10,473 13F-HR Timeline Group Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 26,178 $769K 0.16% 0 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 25,607 $752K 0.49% -1,997 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 25,554 $751K 0.2% +1,472 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 25,478 $748K 0.27% new 13F-HR Timeline Brewster Financial Planning LLC More: the full row for Brewster Financial Planning LLC 25,469 $748K 0.5% 0 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 25,228 $741K <0.01% new 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 25,090 $737K 0.03% new 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 25,000 $734K 0.01% 0 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 24,288 $733K 0.41% new 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 24,700 $725K 0.06% +473 13F-HR Timeline Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 24,567 $722K 0.09% -364 13F-HR Timeline Midwest Heritage Bank, FSB More: the full row for Midwest Heritage Bank, FSB 24,239 $712K 0.27% +6 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 24,158 $710K 0.16% 0 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 24,101 $708K 0.09% -1,039 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 24,096 $708K 0.03% 13F-HR Timeline SCRATCH CAPITAL LLC More: the full row for SCRATCH CAPITAL LLC 23,901 $702K 0.57% +1,214 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 23,617 $694K 0.12% +240 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 22,903 $673K 0.27% +284 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 22,799 $670K 0.42% -885 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 22,443 $659K 0.4% +3,356 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 22,303 $655K 0.82% 0 13F-HR/A Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 22,136 $650K 0.09% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 22,105 $649K 0.04% -89 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 21,948 $645K 0.01% +5,065 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 21,106 $642K 0.04% -4,568 13F-HR Timeline Group Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 21,699 $637K 0.16% -103 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. 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