Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 9,824 $1.02M 0.64% +318 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 9,800 $1.02M <0.01% +157 13F-HR Timeline Group WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 9,798 $1.02M 0.17% +48 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 9,764 $1.01M 0.03% +95 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 9,764 $1.01M 0.05% +223 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 9,757 $1.01M 0.14% +530 13F-HR Timeline WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 9,756 $1.01M 0.69% -198 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 9,724 $1.01M 0.02% +1,486 13F-HR/A Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 9,715 $1.01M 0.23% 0 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 9,688 $1.01M 0.1% 0 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 9,678 $1.01M 0.14% -392 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 9,678 $1.01M 0.2% +99 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 9,668 $1M 0.32% +563 13F-HR Timeline InvesTrust More: the full row for InvesTrust 9,648 $1M 0.39% -50 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 9,633 $1M 0.27% -933 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 9,607 $998K 0.06% -799 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 9,598 $997K 0.13% -98 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 9,549 $992K 0.05% -318 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 9,547 $992K 0.88% new 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 9,543 $991K 0.08% +85 13F-HR/A Timeline Wallace Hart LLC More: the full row for Wallace Hart LLC 9,538 $991K 0.62% +1,474 13F-HR Timeline Mission Financial Group, LLC More: the full row for Mission Financial Group, LLC 9,523 $989K 0.82% 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 9,498 $987K 0.08% -107 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 9,493 $986K 0.05% -7,505 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 9,477 $984K 0.05% 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 9,466 $983K 0.03% -1,474 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 9,449 $982K <0.01% new 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 9,428 $979K 0.02% -70 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 9,416 $978K 0.45% -281 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 9,415 $978K 0.18% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 9,398 $976K 0.02% +198 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 9,388 $975K 0.21% +145 13F-HR Timeline Stephenson & Company, Inc. More: the full row for Stephenson & Company, Inc. 9,373 $974K 0.46% -845 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 9,290 $965K 0.03% -2,375 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 9,276 $964K 0.14% 0 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 9,266 $963K 0.11% +1,280 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 9,264 $962K <0.01% +4,555 13F-HR Timeline Group Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 9,234 $959K 0.04% +89 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 9,232 $959K 0.04% -1,064 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 9,172 $953K 0.36% 0 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 9,162 $952K 0.14% +141 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 9,138 $949K 0.13% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 9,148 $946K 0.03% 0 13F-HR Timeline STRATEGIC ADVISORY PARTNERS, LLC More: the full row for STRATEGIC ADVISORY PARTNERS, LLC 9,068 $942K 0.67% -200 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 9,061 $941K 0.28% 0 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 9,013 $936K 0.15% +68 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 9,005 $935K 0.05% -470 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 8,986 $933K 0.07% -161 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 8,978 $933K 0.2% +347 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 8,973 $932K 0.08% -11 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 8,956 $930K 0.08% -242 13F-HR Timeline Alley Investment Management Company, LLC More: the full row for Alley Investment Management Company, LLC 8,945 $929K 0.11% -150 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 8,939 $929K 0.48% -69 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 8,935 $928K 0.03% 0 13F-HR/A Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 8,932 $928K 0.23% +144 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 8,927 $927K 0.55% +381 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 8,921 $927K 0.24% 0 13F-HR Timeline Yardley Wealth Management LLC More: the full row for Yardley Wealth Management LLC 8,905 $925K 0.42% 0 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 8,905 $925K <0.01% 0 13F-HR Timeline Financial Solutions Advisory Group, Inc. More: the full row for Financial Solutions Advisory Group, Inc. 8,877 $922K 0.12% -70 13F-HR Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 8,867 $921K 0.53% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 8,838 $918K 0.18% 0 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 8,817 $916K 0.13% +547 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 8,795 $914K 0.07% +716 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 8,767 $911K 0.04% -66,596 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 8,765 $911K 0.6% 0 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 8,755 $910K 0.19% +194 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 8,737 $908K 0.49% -2,911 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 8,701 $904K 0.07% -200 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 8,695 $903K 0.04% -2,431 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 8,689 $903K 0.07% +193 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 8,666 $900K 0.17% +3,385 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 8,656 $899K 0.27% -382 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 8,652 $899K 0.02% -52 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 8,641 $898K 0.25% -412 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 8,619 $895K 0.18% +480 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 8,606 $894K 0.37% -741 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 8,466 $894K 0.09% -585 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 8,600 $893K 0.15% +125 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 8,560 $889K 0.09% +2,726 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 8,538 $887K 0.3% +272 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 8,537 $887K 0.48% +26 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 8,516 $885K 0.07% +209 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 8,507 $884K 0.22% -387 13F-HR Timeline Bedminster, LLC More: the full row for Bedminster, LLC 8,497 $883K 0.75% -1,497 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 8,470 $880K 0.11% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 8,457 $879K 0.17% 0 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 8,405 $873K 0.13% 0 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 8,355 $868K 0.05% +2,400 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 8,331 $865K 0.09% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 8,321 $864K 0.05% 0 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 8,288 $861K 0.22% 0 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 8,287 $861K 0.26% 0 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 8,240 $856K 0.06% -3,025 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 8,176 $849K 0.08% 0 13F-HR Timeline Group CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 8,131 $845K 0.1% +1,273 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 8,121 $844K 0.64% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 8,102 $842K 0.24% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 8,096 $841K 0.21% +734 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 8,097 $841K 0.05% 0 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 8,082 $840K 0.16% -330 13F-HR Timeline EIGHT 31 FINANCIAL, LLC More: the full row for EIGHT 31 FINANCIAL, LLC 8,068 $838K 0.5% -239 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 8,031 $834K 0.09% +98 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 8,027 $834K 0.3% +116 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 8,011 $832K 0.17% -225 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 7,999 $831K 0.08% -25 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 7,984 $829K 0.16% 0 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 7,979 $829K 0.05% -130 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 7,953 $826K 0.05% -237 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 7,949 $826K 0.27% -703 13F-HR/A Timeline Exchange Bank More: the full row for Exchange Bank 7,941 $825K 0.51% -292 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 7,912 $822K 0.04% -4 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 7,900 $821K 0.26% +57 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 7,875 $818K 0.2% -9 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 7,843 $815K 0.23% new 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 7,792 $809K 0.05% +482 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 7,780 $808K 0.03% -3,865 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 7,767 $807K 0.08% -670 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 7,762 $806K 0.07% +48 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 7,745 $805K 0.02% -12,552 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 7,743 $804K 0.13% -97 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 7,703 $800K 0.18% -30 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 7,700 $800K 0.05% +100 13F-HR Timeline Selby Wealth Management, LLC More: the full row for Selby Wealth Management, LLC 7,695 $799K 0.28% +1 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 7,651 $795K 0.43% +118 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 7,635 $793K 0.14% +2,509 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 7,601 $790K 0.05% +132 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 7,600 $789K 0.27% -500 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 7,591 $789K 0.53% 0 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 7,581 $788K 0.04% +1,450 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 7,574 $787K 0.76% +43 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 7,566 $786K 0.06% 0 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 7,566 $786K 0.11% -247 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 7,565 $786K 0.26% +4,950 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 7,557 $785K 0.06% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 7,539 $783K 0.23% +45 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 7,500 $779K 0.04% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 7,478 $777K 0.06% 0 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 7,442 $773K 0.15% -407 13F-HR/A Timeline Leisure Capital Management More: the full row for Leisure Capital Management 7,440 $773K 0.24% 0 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 7,397 $768K 0.13% +4,392 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 7,378 $766K 0.08% +814 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 7,365 $765K 0.02% 0 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 7,352 $764K 0.11% +341 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 7,346 $763K 0.08% +1 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 7,309 $759K 0.03% -1,189 13F-HR Timeline Group TrustBank in group TrustBank More: the full row for TrustBank 7,290 $757K 0.26% 0 13F-HR Timeline Group LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 7,278 $756K 0.25% -143 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 7,277 $756K 0.33% -28 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 7,276 $756K 0.41% 0 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 7,237 $752K 0.17% 0 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 7,212 $749K 0.08% 0 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 7,203 $748K 0.06% +1,166 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 7,166 $744K 0.05% -48 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 7,144 $742K 0.25% -58 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 7,138 $741K 0.25% 0 13F-HR Timeline Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 7,138 $741K 0.57% 0 13F-HR Timeline Donor Advised Charitable Giving, Inc. More: the full row for Donor Advised Charitable Giving, Inc. 7,132 $741K 0.02% -335 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 7,148 $738K 0.18% -8,108 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 7,095 $737K 0.01% -1,215 13F-HR Timeline Group KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 7,078 $735K 0.02% +808 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 7,076 $735K 0.16% +194 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 7,072 $735K 0.02% -4,094 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 7,044 $732K 0.12% -590 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 7,034 $731K 0.05% +1 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 7,000 $727K 0.06% 0 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 6,999 $727K 0.18% +1,089 13F-HR Timeline Castellan Group More: the full row for Castellan Group 6,995 $727K 0.08% new 13F-HR Timeline Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 6,995 $727K 0.2% -1,751 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 6,974 $724K 0.16% 0 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 6,970 $724K 0.15% +27 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 6,964 $723K 0.01% new 13F-HR Timeline Group SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 6,942 $721K 0.12% +306 13F-HR Timeline Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 6,939 $721K 0.64% -4 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 6,619 $719K 0.04% +2,557 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 6,925 $719K 0.22% +1,485 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 6,899 $717K 0.41% +2,676 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 6,892 $716K 0.34% 0 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 6,887 $715K 0.04% -531 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 7,345 $713K 0.09% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 6,856 $712K 0.08% -5,293 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 6,822 $709K 0.06% 0 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 6,815 $708K 0.01% -726 13F-HR Timeline Group Vested Financial Planning, LLC More: the full row for Vested Financial Planning, LLC 6,805 $707K 0.47% +155 13F-HR Timeline Dynamic Financial Group More: the full row for Dynamic Financial Group 6,805 $707K 0.53% +479 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 6,793 $706K 0.06% +18 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 6,786 $705K 0.12% 0 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 6,754 $702K 0.1% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 6,749 $701K 0.01% 0 13F-HR Timeline MKD WEALTH COACHES, LLC More: the full row for MKD WEALTH COACHES, LLC 6,747 $701K 0.6% 0 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 6,728 $699K 0.28% 0 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 6,690 $695K 0.04% +1,960 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 6,684 $694K 0.33% -1 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 6,669 $693K 0.02% +2,561 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 6,648 $691K 0.09% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 6,647 $690K 0.05% -1,968 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 6,612 $687K 0.07% -1,391 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 6,606 $686K 0.15% +22 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 6,605 $686K 0.25% new 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 6,594 $685K 0.03% +318 13F-HR Timeline