Capital Asset Managemnet, LLC More: the full row for Capital Asset Managemnet, LLC 4,478 $430K 0.48% 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 4,473 $430K 0.24% +1,798 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 4,460 $428K 0.02% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 4,431 $426K 0.09% +69 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 4,425 $425K 0.08% -127 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 4,277 $425K 0.04% -11 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 4,419 $424K 0.04% -325 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 4,416 $424K 0.04% -585 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 4,401 $423K 0.06% new 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 4,255 $421K 0.17% 0 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 4,386 $421K 0.09% 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 4,382 $421K 0.19% +116 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 4,357 $418K 0.08% 0 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 4,350 $418K 0.12% 0 13F-HR/A Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 4,345 $417K 0.09% new 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 4,338 $417K 0.18% -106 13F-HR/A Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 4,329 $416K 0.26% 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 4,323 $415K 0.1% 0 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 4,300 $413K 0.01% 0 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 4,296 $413K 0.12% +221 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 4,297 $412K 0.13% 0 13F-HR Timeline Timonier Family Office, LTD. More: the full row for Timonier Family Office, LTD. 4,289 $412K 0.13% +23 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 4,269 $410K 0.11% 0 13F-HR Timeline SMH CAPITAL ADVISORS INC More: the full row for SMH CAPITAL ADVISORS INC 4,267 $410K 0.83% +17 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 4,260 $409K 0.08% -169 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 4,254 $409K 0.11% +432 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 4,254 $409K <0.01% -25 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 4,236 $407K <0.01% new 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 4,235 $407K 0.06% +65 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 4,232 $406K 0.03% -13 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 4,232 $406K 0.16% +2,024 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 4,228 $406K 0.16% -474 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 4,221 $405K 0.14% +8 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 4,209 $404K 0.11% 0 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 4,200 $403K 0.23% 0 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 4,197 $403K 0.03% new 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 4,162 $400K 0.03% +226 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 4,159 $399K 0.02% +1,111 13F-HR/A Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 3,996 $398K 0.02% -71 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 4,131 $397K 0.06% -444 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 4,122 $396K 0.14% 0 13F-HR Timeline Arnold Financial Planning LLC More: the full row for Arnold Financial Planning LLC 4,115 $395K 0.41% 13F-HR Timeline SENTINEL WEALTH MANAGEMENT, INC. More: the full row for SENTINEL WEALTH MANAGEMENT, INC. 4,112 $395K 0.33% +462 13F-HR Timeline M Wealth Management, LLC More: the full row for M Wealth Management, LLC 4,111 $395K 0.34% 0 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 4,086 $392K 0.07% 0 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 3,756 $391K 0.08% 0 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 4,055 $389K 0.13% 0 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 4,044 $388K 0.05% +232 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 4,041 $388K 0.07% -71 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 4,027 $387K 0.07% +39 13F-HR Timeline BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 3,867 $387K 0.18% new 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 4,024 $386K 0.15% 0 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 4,022 $386K 0.04% -228 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 4,020 $386K 0.01% 0 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 4,016 $386K 0.09% 0 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 4,002 $384K 0.13% 0 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 4,000 $384K 0.22% 0 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 3,999 $384K 0.06% -110 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 3,988 $383K 0.05% 0 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 3,988 $383K 0.04% 0 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 3,988 $383K 0.12% 0 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 3,977 $382K 0.15% 0 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 3,931 $381K 0.34% 0 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 3,800 $381K 0.24% 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 3,971 $381K <0.01% +701 13F-HR Timeline Group JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 3,965 $381K 0.09% 0 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 3,956 $380K 0.01% -46 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 3,950 $379K 0.03% 0 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 3,948 $379K 0.06% 0 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 3,937 $378K 0.26% 0 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 3,930 $377K 0.15% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 3,890 $374K 0.04% +365 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,887 $373K 0.03% -217 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 3,875 $372K 0.05% -145 13F-HR Timeline Group Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 3,853 $370K 0.17% 0 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 3,825 $367K 0.04% 0 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 3,820 $367K 0.05% -210 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 3,811 $366K 0.11% +191 13F-HR Timeline Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 3,800 $365K 0.14% 0 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 3,799 $365K 0.08% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 3,889 $364K 0.04% -1,016 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 3,788 $364K 0.11% +36 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 3,785 $364K 0.23% -264 13F-HR Timeline Contango Wealth Management LLC More: the full row for Contango Wealth Management LLC 3,774 $362K 0.41% 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 3,761 $361K 0.16% +47 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 3,757 $361K 0.29% +73 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 3,755 $361K 0.03% new 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 3,748 $360K 0.04% new 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 3,744 $360K 0.1% new 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 3,728 $358K 0.04% +204 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 3,721 $357K 0.12% 0 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 3,704 $356K 0.08% -385 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 3,701 $355K 0.05% new 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 3,700 $355K 0.03% new 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 3,700 $355K 0.07% new 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 3,695 $355K 0.2% -186 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 3,695 $355K 0.2% new 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 3,689 $354K 0.12% -75 13F-HR Timeline CORTLAND ASSOCIATES INC/MO More: the full row for CORTLAND ASSOCIATES INC/MO 3,687 $354K 0.04% 0 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 3,683 $354K 0.04% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 3,680 $353K 0.05% -17 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 3,670 $352K 0.09% +9 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 3,648 $350K 0.07% new 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 3,646 $350K 0.08% new 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 3,602 $346K 0.24% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 3,595 $345K 0.08% 0 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 3,592 $345K 0.02% new 13F-HR Timeline Group Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 3,589 $345K 0.03% +1,195 13F-HR Timeline Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 3,580 $344K 0.18% 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 3,572 $343K 0.14% -54 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 3,572 $343K 0.01% +922 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 3,553 $341K 0.29% -46 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 3,546 $341K 0.02% +136 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 3,545 $340K 0.03% -36 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 32,741 $340K 0.03% +26,872 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 3,542 $340K 0.19% 0 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 3,542 $340K 0.06% 0 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 3,541 $340K 0.05% new 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 3,534 $339K 0.07% 0 13F-HR Timeline Phocas Financial Corp. More: the full row for Phocas Financial Corp. 3,520 $338K 0.04% 0 13F-HR/A Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 3,512 $337K 0.21% -20,687 13F-HR Timeline FORTERIS WEALTH MANAGEMENT INC. More: the full row for FORTERIS WEALTH MANAGEMENT INC. 3,505 $337K 0.33% 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 3,349 $336K 0.14% 0 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 3,500 $336K 0.14% +200 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 3,496 $336K 0.03% new 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 3,492 $335K 0.1% 0 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 3,472 $333K 0.04% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 3,472 $333K 0.09% +11 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 1,113 $333K 0.2% -1,766 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 3,462 $332K 0.11% new 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 3,461 $332K 0.11% 0 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 3,460 $332K 0.07% 0 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 3,460 $332K 0.08% -100 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 3,460 $332K 0.02% -1,178 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 3,452 $332K 0.07% 0 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 3,443 $331K 0.1% 0 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 3,435 $330K 0.2% 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 3,401 $327K 0.03% -1,103 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,371 $324K 0.02% +32 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 3,369 $324K 0.13% +74 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 3,363 $323K 0.01% 0 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 3,362 $323K 0.02% new 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 3,343 $321K 0.14% 0 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 3,340 $321K 0.13% +132 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 3,338 $321K 0.06% +874 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 3,330 $320K 0.03% +30 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 3,327 $319K 0.14% -48 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 3,325 $319K 0.04% 0 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 3,309 $318K 0.08% new 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 3,302 $317K 0.12% +701 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 3,298 $317K 0.09% -227 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 3,294 $316K 0.08% 0 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 3,281 $315K 0.02% +589 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 3,128 $314K 0.04% 0 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 3,267 $314K 0.09% 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 3,266 $314K 0.05% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 3,248 $312K 0.05% +4 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 3,244 $312K 0.02% -9,276 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 3,244 $312K 0.08% 0 13F-HR Timeline Group RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 3,225 $310K 0.05% 0 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 3,225 $310K 0.18% 0 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 3,223 $310K 0.06% -102 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 3,222 $309K 0.09% 0 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 3,217 $309K 0.06% 0 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 3,213 $309K 0.06% -248 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 3,122 $308K 0.16% +341 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 3,210 $308K 0.09% new 13F-HR Timeline COMPASS CAPITAL MANAGEMENT, INC More: the full row for COMPASS CAPITAL MANAGEMENT, INC 3,210 $308K 0.02% +544 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 3,274 $308K 0.11% -56 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 3,196 $307K 0.1% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 3,192 $307K 0.02% +775 13F-HR Timeline SEMITAM BONAM LLC More: the full row for SEMITAM BONAM LLC 3,191 $306K 0.26% 0 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 3,185 $306K 0.19% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 3,176 $305K 0.23% 0 13F-HR Timeline SARD WEALTH MANAGEMENT GROUP, LLC More: the full row for SARD WEALTH MANAGEMENT GROUP, LLC 3,176 $305K 0.17% +57 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 3,175 $305K 0.03% 0 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 3,174 $305K 0.04% +6 13F-HR Timeline Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 3,165 $304K 0.22% 0 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 3,163 $304K 0.22% 0 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 3,154 $303K 0.07% 0 13F-HR Timeline PACK Private Wealth, LLC More: the full row for PACK Private Wealth, LLC 3,149 $302K 0.14% 0 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 3,139 $301K 0.07% 0 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 3,124 $300K 0.22% 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 3,114 $299K 0.05% -657 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 3,101 $298K 0.04% -336 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 3,097 $297K 0.04% 0 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 3,097 $297K 0.05% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 3,095 $297K 0.09% 0 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 3,083 $296K 0.21% +55 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 3,093 $296K 0.19% 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 3,073 $295K 0.06% 0 13F-HR Timeline J.P. Marvel Investment Advisors, LLC More: the full row for J.P. Marvel Investment Advisors, LLC 3,069 $295K 0.04% 0 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 3,068 $295K 0.38% 0 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 3,067 $295K 0.08% +19 13F-HR Timeline CDM FINANCIAL COUNSELING SERVICES, INC. More: the full row for CDM FINANCIAL COUNSELING SERVICES, INC. 3,056 $293K 0.28% 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 3,053 $293K <0.01% -457 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 3,047 $293K 0.01% 0 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 3,045 $292K 0.04% new 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 3,043 $292K +210 Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 3,029 $291K 0.1% -23 13F-HR Timeline