Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 4,417 $429K 0.07% -22,032 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 4,410 $428K 0.04% -6 13F-HR/A Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 4,388 $426K 0.04% -1,035 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 4,386 $426K 0.1% 0 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 4,385 $426K 0.08% +40 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 4,357 $423K 0.08% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 4,357 $423K 0.05% -62 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 4,350 $423K 0.12% 0 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 4,338 $421K 0.18% 0 13F-HR/A Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 4,323 $420K 0.1% 0 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 4,300 $418K 0.01% 0 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 4,299 $418K 0.19% -83 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 4,297 $417K 0.13% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 4,290 $417K 0.04% +400 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 4,287 $416K 0.05% +243 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 4,273 $415K 0.39% 13F-HR Timeline SMH CAPITAL ADVISORS INC More: the full row for SMH CAPITAL ADVISORS INC 4,267 $414K 1.17% 0 13F-HR/A Timeline Verum Partners LLC More: the full row for Verum Partners LLC 4,260 $414K 0.08% 0 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 4,259 $414K 0.04% -645 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 4,246 $412K 0.18% +1,506 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 4,236 $411K <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 4,223 $410K 0.34% -4,870 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 4,221 $410K 0.14% 0 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 3,949 $409K 0.02% -47 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 4,209 $409K 0.11% 0 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 4,200 $408K 0.22% 0 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 4,197 $408K 0.04% 0 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 4,158 $404K 0.13% +103 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 4,157 $404K 0.1% -1,331 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 4,108 $403K 0.01% -733 13F-HR Timeline CORTLAND ASSOCIATES INC/MO More: the full row for CORTLAND ASSOCIATES INC/MO 4,141 $402K 0.06% +454 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 4,130 $401K 0.06% +103 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 4,122 $400K 0.14% 0 13F-HR Timeline SENTINEL WEALTH MANAGEMENT, INC. More: the full row for SENTINEL WEALTH MANAGEMENT, INC. 4,112 $399K 0.32% 0 13F-HR Timeline M Wealth Management, LLC More: the full row for M Wealth Management, LLC 4,111 $399K 0.34% 0 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 4,085 $397K 0.22% +390 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 4,075 $396K 0.08% -356 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 4,062 $395K 0.03% new 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 4,050 $393K 0.02% -10,550 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 4,046 $393K 0.07% +5 13F-HR Timeline DeLarme Wealth Management, Inc. More: the full row for DeLarme Wealth Management, Inc. 4,036 $392K 0.25% -625 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 4,024 $391K 0.15% 0 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 4,022 $391K 0.04% 0 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 4,006 $389K 0.02% new 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 4,002 $389K 0.13% 0 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 3,811 $389K 0.02% -3,687 13F-HR/A Timeline SEARLE & CO. More: the full row for SEARLE & CO. 4,000 $389K 0.1% -269 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 4,000 $389K 0.23% 0 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 4,000 $389K 0.17% +500 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 3,999 $388K 0.06% 0 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 3,998 $388K 0.1% new 13F-HR Timeline BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 3,803 $388K 0.16% -64 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 3,988 $387K 0.04% 0 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 3,987 $387K 0.07% -1,346 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 3,987 $387K 0.01% -1,135 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 3,831 $387K 0.2% +31 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 3,965 $385K 0.09% 0 13F-HR/A Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 3,968 $385K 0.05% -20 13F-HR Timeline Harding Loevner LP More: the full row for Harding Loevner LP 3,952 $384K <0.01% -15,068 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 3,950 $384K 0.03% -212 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 3,950 $384K 0.04% 0 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 3,948 $384K 0.06% 0 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 3,937 $382K 0.25% 0 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 3,930 $382K 0.14% 0 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 3,756 $381K 0.08% 0 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 3,896 $378K 0.05% +152 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 3,700 $378K 0.07% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,887 $378K 0.02% 0 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 3,886 $377K 0.24% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 3,875 $376K 0.05% 0 13F-HR Timeline Group Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 3,858 $375K 0.16% new 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 3,853 $374K 0.19% 0 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 3,825 $372K 0.04% 0 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 3,820 $371K 0.04% 0 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 3,799 $369K 0.07% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 3,788 $368K 0.11% 0 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 3,778 $367K 0.12% -33 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 3,772 $366K 0.33% -159 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 3,761 $365K 0.16% 0 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 3,758 $365K 0.22% -1,086 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 3,756 $365K 0.02% new 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 3,741 $363K 0.16% +3,517 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 3,732 $362K 0.1% -2,936 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 3,728 $362K 0.04% 0 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 3,718 $361K 0.03% -3,909 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 3,718 $361K 0.03% +173 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 3,704 $360K 0.08% 0 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 3,686 $358K 0.02% +140 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 3,683 $358K 0.04% 0 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 3,675 $357K 0.14% -302 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 3,653 $355K 0.03% new 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 3,652 $355K 0.11% -336 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 3,650 $355K 0.08% -20 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 3,629 $352K 0.02% +735 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 3,625 $352K 0.08% +30 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 3,603 $350K 0.23% -182 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 3,602 $350K 0.23% 0 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 3,601 $350K 0.07% -47 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 3,597 $349K 0.04% +500 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 3,572 $347K 0.14% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 3,549 $345K 0.13% +247 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 3,542 $344K 0.2% 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 $344K 0.07% 0 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 3,521 $342K 0.04% -20 13F-HR Timeline Phocas Financial Corp. More: the full row for Phocas Financial Corp. 3,520 $342K 0.05% 0 13F-HR Timeline FORTERIS WEALTH MANAGEMENT INC. More: the full row for FORTERIS WEALTH MANAGEMENT INC. 3,505 $340K 0.33% 0 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 3,496 $340K 0.04% 0 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 3,491 $339K 0.09% new 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 3,472 $337K 0.09% 0 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 3,469 $337K 0.2% +2,356 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 3,462 $336K 0.04% -10 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 3,461 $336K 0.11% 0 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 3,460 $336K 0.08% 0 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 3,460 $336K 0.02% 0 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 3,452 $335K 0.07% 0 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 3,443 $334K 0.1% 0 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 3,423 $332K 0.11% -72,180 13F-HR Timeline Hopwood Nicholas Hunter More: the full row for Hopwood Nicholas Hunter 3,402 $330K 0.11% +568 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 3,401 $330K 0.03% 0 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 3,385 $329K 0.01% +976 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 3,374 $328K 0.08% +613 13F-HR Timeline Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 3,372 $328K 0.17% -208 13F-HR Timeline BCV Asset Management Inc. More: the full row for BCV Asset Management Inc. 3,481 $327K 0.01% new 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,371 $327K 0.02% 0 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 3,369 $327K 0.13% 0 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 3,362 $327K 0.02% -9,101 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 3,300 $325K 0.05% -38 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 3,333 $324K 0.01% -30 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 $323K 0.04% 0 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 3,321 $323K 0.04% +55 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 3,219 $322K 0.02% -2,404 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 3,309 $321K 0.16% +820 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 3,300 $321K 0.03% -30 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 3,298 $320K 0.08% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 3,298 $320K 0.04% -382 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 3,267 $317K 0.09% 0 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 3,260 $317K 0.07% -200 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 3,257 $316K 0.03% +514 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 3,253 $316K 0.26% -300 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 3,247 $315K 0.15% -96 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 3,244 $315K 0.08% 0 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 3,246 $315K 0.05% -2 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 3,240 $315K 0.06% new 13F-HR Timeline Ascension Capital Advisors, Inc. More: the full row for Ascension Capital Advisors, Inc. 3,234 $314K 0.1% new 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 3,232 $314K 0.02% -357 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 3,231 $314K 0.03% -50 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 3,229 $314K 0.04% +250 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 3,225 $313K 0.05% 0 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 3,219 $313K 0.13% -1,009 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 3,217 $312K 0.06% 0 13F-HR Timeline COMPASS CAPITAL MANAGEMENT, INC More: the full row for COMPASS CAPITAL MANAGEMENT, INC 3,210 $312K 0.02% 0 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 3,047 $311K 0.01% 0 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 3,205 $311K 0.1% -17 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 3,199 $311K 0.11% -75 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 3,194 $310K 0.08% -100 13F-HR Timeline SEMITAM BONAM LLC More: the full row for SEMITAM BONAM LLC 3,191 $310K 0.25% 0 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 3,185 $309K 0.19% 0 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 3,237 $308K 0.17% +115 13F-HR Timeline SARD WEALTH MANAGEMENT GROUP, LLC More: the full row for SARD WEALTH MANAGEMENT GROUP, LLC 3,176 $308K 0.17% 0 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 3,175 $308K 0.03% 0 13F-HR Timeline Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 3,165 $307K 0.22% 0 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 3,163 $307K 0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 2,996 $306K 0.01% -2,560 13F-HR Timeline PACK Private Wealth, LLC More: the full row for PACK Private Wealth, LLC 3,149 $306K 0.14% 0 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 3,148 $306K 0.12% -2,431 13F-HR Timeline Strategic Planning, Inc. More: the full row for Strategic Planning, Inc. 3,130 $304K 0.15% new 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 3,128 $304K 0.03% 0 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 3,124 $303K 0.22% 0 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 3,120 $303K <0.01% +67 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 3,116 $303K 0.05% -1,015 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 3,101 $301K 0.04% 0 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 3,100 $301K 0.17% -125 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 3,095 $301K 0.09% 0 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 3,083 $299K 0.19% -352 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 3,083 $299K 0.22% 0 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 3,082 $299K <0.01% new 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 3,080 $299K 0.01% -2,054 13F-HR/A Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 3,073 $298K 0.07% 0 13F-HR Timeline J.P. Marvel Investment Advisors, LLC More: the full row for J.P. Marvel Investment Advisors, LLC 3,069 $298K 0.04% 0 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 3,068 $298K 0.38% 0 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 3,067 $298K 0.09% 0 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 3,064 $297K 0.09% -470 13F-HR Timeline CDM FINANCIAL COUNSELING SERVICES, INC. More: the full row for CDM FINANCIAL COUNSELING SERVICES, INC. 3,056 $297K 0.28% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 3,035 $295K 0.05% +688 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 3,033 $295K 0.09% -177 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 3,031 $294K 0.08% -182 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 3,027 $294K 0.01% +20 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 3,019 $293K 0.15% 0 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 3,005 $292K 0.06% -6,948 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 2,999 $291K 0.07% 0 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 2,992 $291K 0.07% -2 13F-HR Timeline Merited Wealth, LLC More: the full row for Merited Wealth, LLC 2,990 $290K 0.24% +25 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 2,984 $290K 0.14% 0 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 2,980 $289K 0.1% -741 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 2,979 $289K 0.06% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 2,953 $287K 0.09% -76 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 2,951 $287K 0.07% -188 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 2,923 $284K 0.08% 0 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 2,914 $283K 0.02% +30 13F-HR Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 2,902 $282K 0.1% 0 13F-HR Timeline