VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 983 $456K 0.13% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 982 $456K 0.01% -13 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 972 $451K 0.01% +399 13F-HR Timeline Group Element Wealth, LLC More: the full row for Element Wealth, LLC 965 $448K 0.2% -13 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 960 $445K 0.15% -76 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 957 $444K 0.27% +3 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 955 $443K 0.05% 0 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 950 $441K 0.12% 0 13F-HR/A Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 946 $439K 0.06% -127 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 942 $437K 0.25% -31 13F-HR Timeline Man Group plc in group Man Group plc More: the full row for Man Group plc 937 $435K <0.01% -6,831 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 929 $431K <0.01% 0 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 925 $429K 0.23% 0 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 923 $428K 0.53% -37 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 920 $427K 0.04% 0 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 911 $422K 0.01% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 906 $420K 0.01% +2 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 906 $420K <0.01% -258 13F-HR Timeline Group Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 905 $420K 0.12% 0 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 900 $417K 0.12% 0 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 900 $417K 0.02% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 898 $416K 0.04% -20 13F-HR Timeline Hayek Kallen Investment Management More: the full row for Hayek Kallen Investment Management 896 $416K 0.13% -50 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 893 $414K 0.1% -38,055 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 893 $414K 0.02% -12 13F-HR Timeline Group BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 892 $413K 0.23% +69 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 890 $413K 0.04% -23 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 890 $413K 0.01% 0 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 886 $411K 0.05% 0 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 882 $410K 0.04% 0 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 864 $409K 0.02% +2 13F-HR Timeline Group Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 877 $408K 0.02% 0 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 878 $407K 0.26% +20 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 877 $407K 0.11% 0 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 876 $406K 0.22% 0 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 876 $406K 0.11% new 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 870 $403K 0.16% -45 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 869 $403K 0.19% +216 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 869 $403K 0.1% +1 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 867 $402K 0.25% -50 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 866 $402K 0.02% 0 13F-HR Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 862 $400K 0.09% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 856 $397K 0.21% -30 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 855 $396K 0.22% 0 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 854 $396K <0.01% +88 13F-HR Timeline Group Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 847 $393K 0.16% -38 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 845 $392K 0.15% -1 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 845 $392K 0.19% 0 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 843 $391K 0.08% +3 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 840 $390K 0.02% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 840 $389K 0.1% 0 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 835 $387K 0.15% new 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 834 $387K 0.06% 0 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 833 $386K 0.04% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 830 $385K 0.02% new 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 826 $383K 0.1% +8 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 819 $380K 0.04% +78 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 815 $378K 0.01% +50 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 815 $378K <0.01% -525 13F-HR Timeline Group Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 813 $377K 0.1% +1 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 808 $375K 0.07% 0 13F-HR Timeline Alpha Advisors, LLC/VA More: the full row for Alpha Advisors, LLC/VA 808 $375K 0.28% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 805 $373K 0.02% 0 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 804 $373K 0.1% 0 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 800 $372K <0.01% 0 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 802 $372K 0.21% +53 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 807 $372K 0.28% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 801 $371K 0.04% 0 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 795 $369K 0.07% -2 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 791 $367K 0.04% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 788 $365K <0.01% +67 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 784 $364K 0.14% -45 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 781 $362K 0.09% +2 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 779 $361K 0.19% 0 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 775 $359K 0.18% 0 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 769 $357K 0.06% -7 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 769 $357K 0.02% +40 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 761 $354K 0.04% 0 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 760 $352K 0.14% 0 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 759 $352K 0.28% -9,394 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 759 $352K 0.04% 0 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 758 $352K 0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 755 $350K 0.02% 0 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 750 $348K 0.02% 0 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 748 $347K 0.02% 0 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 745 $345K 0.25% -14 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 744 $345K 0.16% 0 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 743 $345K 0.07% 0 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 742 $344K 0.09% 0 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 740 $343K <0.01% -33 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 740 $343K <0.01% +200 13F-HR Timeline ELLERSON GROUP INC /ADV More: the full row for ELLERSON GROUP INC /ADV 740 $343K 0.21% 0 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 738 $342K 0.01% +50 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 735 $341K 0.01% -336 13F-HR Timeline Group FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 735 $341K 0.05% -65 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 730 $339K 0.04% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 732 $339K 0.02% 0 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 730 $339K 0.07% -15 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 728 $337K 0.06% +2 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 726 $337K 0.23% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 722 $336K 0.01% -40 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 725 $336K 0.08% -1,131 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 721 $334K 0.02% new 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 721 $334K 0.04% +146 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 719 $333K 0.03% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 715 $332K 0.07% 0 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 714 $331K <0.01% -3,165 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 711 $331K 0.02% -57 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 710 $330K 0.27% 0 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 709 $329K 0.07% -10 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 705 $327K 0.1% 0 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 704 $326K 0.04% 0 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 701 $325K 0.03% 0 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 700 $325K 0.03% 0 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 694 $322K <0.01% new 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 693 $321K 0.32% -10 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 691 $320K 0.06% 0 13F-HR Timeline ShankerValleau Wealth Advisors, Inc. More: the full row for ShankerValleau Wealth Advisors, Inc. 690 $320K 0.08% 0 13F-HR Timeline SoundView Advisors Inc. More: the full row for SoundView Advisors Inc. 689 $319K 0.11% 0 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 685 $317K 0.13% +1 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 683 $317K 0.06% -1 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 684 $317K 0.03% +1 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 682 $316K 0.01% 0 13F-HR Timeline Group Front Row Advisors LLC More: the full row for Front Row Advisors LLC 680 $316K 0.11% 0 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 672 $312K 0.01% -1 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 672 $312K 0.01% -139 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 670 $311K 0.03% +54 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 653 $310K 0.1% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 667 $309K 0.02% -23 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 666 $309K 0.07% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 665 $309K 0.2% +78 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 663 $307K 0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 662 $307K 0.06% +129 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 660 $306K 0.08% -119 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 660 $306K 0.09% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 658 $305K 0.08% -2 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 655 $304K 0.02% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 654 $303K 0.28% 0 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 653 $303K 0.08% -103 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 652 $302K 0.1% +1 13F-HR Timeline ZEVENBERGEN CAPITAL INVESTMENTS LLC More: the full row for ZEVENBERGEN CAPITAL INVESTMENTS LLC 650 $301K 0.01% 0 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 650 $301K 0.17% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 649 $301K 0.02% 0 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 642 $298K 0.12% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 642 $298K <0.01% -92 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 642 $298K 0.09% 0 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 640 $297K 0.02% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 639 $296K <0.01% 0 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 636 $295K 0.24% -15 13F-HR/A Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 636 $295K 0.03% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 635 $294K 0.13% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 635 $294K 0.03% new 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 634 $294K 0.07% -23 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 634 $294K 0.02% new 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 633 $294K 0.09% new 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 632 $293K 0.02% +92 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 631 $292K 0.04% +1 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 630 $292K 0.04% +30 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 629 $292K <0.01% -558 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 629 $292K 0.03% +2 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 629 $292K 0.02% new 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 628 $291K 0.02% 0 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 625 $290K 0.02% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 624 $289K 0.03% 0 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 620 $288K 0.03% 0 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 619 $287K 0.03% -94 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 618 $287K 0.11% +1 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 618 $287K 0.01% new 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 618 $286K 0.01% +4 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 617 $286K 0.1% +67 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 616 $286K 0.12% +3 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 614 $286K 0.03% 0 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 612 $284K 0.2% +1 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 612 $284K 0.1% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 610 $284K <0.01% 0 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 609 $283K 0.21% new 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 611 $283K 0.07% 0 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 609 $282K 0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 608 $282K 0.05% 0 13F-HR Timeline STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 608 $282K 0.23% 0 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 607 $281K 0.01% +20 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 606 $281K 0.05% -100 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 603 $280K 0.15% -165 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 600 $279K 0.04% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 602 $279K 0.01% -67 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 600 $278K 0.01% 0 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 600 $278K 0.13% 0 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 597 $277K 0.07% 0 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 596 $277K 0.04% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 596 $276K 0.25% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 594 $275K <0.01% -56 13F-HR Timeline ADG Wealth Management Group, LLC More: the full row for ADG Wealth Management Group, LLC 593 $275K 0.22% -502 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 593 $275K 0.02% 0 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 590 $274K <0.01% 0 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 590 $274K 0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 590 $274K 0.04% 0 13F-HR Timeline Group Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 585 $271K 0.05% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 585 $271K 0.04% 0 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 585 $271K 0.02% 0 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 584 $271K 0.18% -6,734 13F-HR Timeline