AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 3,019 $290K 0.15% -1,605 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 3,007 $289K 0.01% 0 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 2,999 $288K 0.06% 0 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 2,994 $288K 0.06% -30 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 2,984 $287K 0.15% 0 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 2,979 $286K 0.03% -11 13F-HR Timeline WEST PACES ADVISORS INC. 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More: the full row for Windward Private Wealth Management Inc. 2,902 $279K 0.1% 0 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 2,894 $278K 0.01% new 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 2,884 $277K 0.02% +522 13F-HR/A Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 2,876 $276K 0.1% 0 13F-HR Timeline Trans-Canada Capital Inc. More: the full row for Trans-Canada Capital Inc. 2,863 $275K 0.02% -32 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 2,859 $275K 0.17% -438 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,858 $274K 0.01% +45 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,856 $274K 0.03% -982 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 2,849 $273K 0.06% -317 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 2,834 $272K 0.02% +1,665 13F-HR Timeline Hopwood Nicholas Hunter More: the full row for Hopwood Nicholas Hunter 2,834 $272K 0.09% 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 2,832 $272K 0.03% 0 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 2,831 $272K 0.06% -634 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 2,815 $270K 0.03% 0 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 2,814 $270K 0.08% 0 13F-HR Timeline Cedarwood Wealth LLC More: the full row for Cedarwood Wealth LLC 2,675 $269K 0.3% 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 2,798 $269K 0.03% new 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 2,797 $269K 0.11% 0 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 2,785 $267K 0.03% 0 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 2,785 $267K 0.07% new 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 2,778 $267K 0.03% 0 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 2,737 $266K 0.1% +49 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 2,761 $265K 0.06% new 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 2,759 $265K 0.06% 0 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 2,754 $264K 0.07% +8 13F-HR Timeline Bill Few Associates, Inc. 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More: the full row for WETZEL INVESTMENT ADVISORS, INC. 2,623 $252K 0.1% -30 13F-HR Timeline Zeit Capital LLC More: the full row for Zeit Capital LLC 2,620 $252K 0.17% 0 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 2,617 $251K 0.09% 0 13F-HR Timeline Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 2,617 $251K 0.25% 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 2,610 $251K 0.08% -667 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 2,604 $250K 0.05% +90 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 2,604 $250K 0.05% +432 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 2,604 $250K 0.37% -175 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,603 $250K 0.02% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 2,592 $249K 0.05% +3 13F-HR Timeline Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 2,586 $248K 0.37% 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 2,580 $248K 0.03% +3 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 2,579 $248K 0.04% 0 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 2,579 $248K 0.05% +396 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 2,372 $247K 0.11% -35 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 2,568 $247K 0.04% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 2,560 $246K 0.03% -800 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 2,554 $245K 0.08% 0 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 2,551 $245K 0.03% 0 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 2,545 $244K 0.01% new 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 2,542 $244K 0.07% 0 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 2,542 $244K 0.12% 0 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 2,535 $243K 0.17% -430 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 2,535 $243K 0.09% +43 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,409 $243K <0.01% +21 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 2,523 $242K 0.21% 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 2,521 $242K 0.06% +12 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 2,520 $242K 0.11% new 13F-HR Timeline Seneca Financial Advisors LLC More: the full row for Seneca Financial Advisors LLC 2,518 $242K 0.07% +279 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 2,516 $242K 0.15% 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 2,505 $241K 0.08% new 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 2,500 $240K 0.01% new 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 2,500 $240K 0.07% 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 2,491 $239K 0.03% -1 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 2,489 $239K 0.12% 0 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 2,474 $238K 0.11% +31 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 2,474 $238K 0.06% 0 13F-HR Timeline Woodline Partners LP More: the full row for Woodline Partners LP 2,473 $237K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 2,466 $237K 0.13% +15 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 2,462 $236K 0.02% +286 13F-HR Timeline Strategic Global Advisors, LLC More: the full row for Strategic Global Advisors, LLC 2,458 $236K 0.04% new 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 2,457 $236K 0.1% +5 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 2,455 $236K 0.14% new 13F-HR Timeline Guardian Partners Inc. in group GUARDIAN CAPITAL LP More: the full row for Guardian Partners Inc. 2,319 $236K 0.02% new 13F-HR Timeline Group Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 2,450 $235K 0.02% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 2,441 $234K 0.01% -1,741 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 2,439 $234K 0.08% 0 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 2,430 $233K 0.17% +44 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 2,428 $233K 0.21% 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 2,426 $233K 0.23% 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 2,421 $232K 0.14% 0 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 2,417 $232K 0.11% -61 13F-HR Timeline Planning Project LLC More: the full row for Planning Project LLC 2,416 $232K 0.06% 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 2,416 $232K 0.04% new 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 2,415 $232K 0.04% -18 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 2,413 $232K 0.11% +2 13F-HR Timeline Summit Investment Advisory Services, LLC More: the full row for Summit Investment Advisory Services, LLC 2,408 $231K 0.09% 0 13F-HR Timeline Allodium Investment Consultants, LLC More: the full row for Allodium Investment Consultants, LLC 2,406 $231K 0.12% 0 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 2,400 $230K 0.08% 0 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 2,185 $230K 0.18% 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,396 $230K 0.02% -61 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 2,400 $230K 0.02% 0 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 2,392 $230K 0.04% +1 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 2,380 $229K 0.01% -195 13F-HR Timeline CLARK ESTATES INC/NY More: the full row for CLARK ESTATES INC/NY 2,370 $228K 0.06% 0 13F-HR Timeline NORTHLAND SECURITIES, INC. More: the full row for NORTHLAND SECURITIES, INC. 2,364 $227K 0.22% 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 2,364 $227K 0.15% 0 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 2,355 $226K 0.15% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 2,347 $225K 0.04% +3 13F-HR Timeline Lorne Steinberg Wealth Management Inc. More: the full row for Lorne Steinberg Wealth Management Inc. 2,345 $225K 0.05% new 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 2,335 $224K 0.04% +130 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 2,330 $224K 0.04% -394 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 2,276 $224K 0.01% -5 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 2,323 $223K 0.1% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,317 $222K 0.01% +18 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 2,313 $222K 0.02% -100 13F-HR Timeline McLaughlin Asset Management, Inc. More: the full row for McLaughlin Asset Management, Inc. 2,304 $221K 0.2% 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 2,283 $219K 0.12% +38 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 2,276 $219K 0.08% 0 13F-HR Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 2,275 $218K 0.04% 0 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 2,274 $218K 0.1% new 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 2,269 $218K 0.01% -222 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 2,267 $218K 0.04% -244 13F-HR Timeline Objectivity Squared, LLC More: the full row for Objectivity Squared, LLC 2,266 $218K 0.12% +40 13F-HR Timeline Alpine Global Management, LLC More: the full row for Alpine Global Management, LLC 2,264 $217K 0.05% new 13F-HR/A Timeline Marathon Strategic Advisors, LLC More: the full row for Marathon Strategic Advisors, LLC 2,263 $217K 0.17% -90 13F-HR Timeline Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 2,254 $216K 0.15% +41 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 2,251 $216K 0.17% 0 13F-HR Timeline Powerhouse Assets LLC More: the full row for Powerhouse Assets LLC 2,250 $216K 0.19% 13F-HR Timeline American Trust More: the full row for American Trust 2,247 $216K 0.02% -154 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 2,241 $215K 0.03% 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 2,238 $215K 0.04% +31 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 2,235 $215K 0.02% 0 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 2,235 $215K 0.03% 0 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 2,225 $214K 0.1% new 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 2,214 $213K 0.02% +13 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 2,205 $212K 0.03% 0 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 2,205 $212K <0.01% -375 13F-HR/A Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 2,187 $210K 0.02% 0 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 2,183 $210K 0.11% 0 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 2,179 $209K 0.02% -45 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 2,166 $208K 0.03% -1,162 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 2,164 $208K 0.01% new 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 2,163 $208K 0.18% 0 13F-HR/A Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 2,160 $207K 0.03% 0 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 2,150 $206K 0.01% 0 13F-HR Timeline Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 2,146 $206K 0.02% new 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 2,144 $206K 0.18% 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 2,140 $206K 0.06% new 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 2,139 $205K 0.13% -580 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 2,134 $205K 0.14% new 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 2,130 $205K 0.02% new 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 2,129 $204K 0.11% 0 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 2,128 $204K 0.01% -120 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 2,126 $204K 0.01% new 13F-HR Timeline Envision Financial Planning, LLC More: the full row for Envision Financial Planning, LLC 2,124 $204K 0.08% new 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 2,122 $204K 0.09% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,111 $203K 0.01% +34 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 2,108 $202K 0.12% new 13F-HR Timeline Group Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 2,108 $202K 0.18% 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 2,103 $202K 0.02% new 13F-HR Timeline Kozak & Associates, Inc. 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