TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 3,567 $1.31M 0.17% -133 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 3,545 $1.31M 0.58% +5 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 3,543 $1.31M 0.08% +198 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 3,525 $1.3M 0.06% +163 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 3,520 $1.3M 0.26% +210 13F-HR Timeline Group MAIRS & POWER INC More: the full row for MAIRS & POWER INC 3,515 $1.29M 0.01% +2,085 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 3,505 $1.29M 0.07% 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 3,505 $1.29M 0.13% +110 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 3,500 $1.29M 0.13% -37 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 3,498 $1.29M 1.15% -4 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 3,488 $1.28M 0.06% 0 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 3,476 $1.28M 0.86% 0 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 3,466 $1.28M 0.17% +124 13F-HR Timeline Ehrenkranz Partners L.P. More: the full row for Ehrenkranz Partners L.P. 3,455 $1.27M 0.73% 0 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 3,450 $1.27M 0.34% -38 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 3,457 $1.27M 0.14% -23 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 3,445 $1.27M 0.5% +93 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 3,440 $1.27M 0.81% +3,357 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 3,404 $1.25M 0.34% +350 13F-HR/A Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 3,395 $1.25M 0.02% -35 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 3,390 $1.25M 0.38% +99 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 3,389 $1.25M 0.34% -1,427 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 3,377 $1.24M 0.52% -264 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 3,377 $1.24M 0.13% -54 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 3,370 $1.24M 0.49% 0 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 3,369 $1.24M 0.06% +1 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 3,368 $1.24M 0.1% -372 13F-HR Timeline Oceanside Advisors LLC More: the full row for Oceanside Advisors LLC 3,355 $1.24M 0.62% +1 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 3,353 $1.24M 0.04% +66 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 3,350 $1.23M 0.18% +350 13F-HR Timeline SPROTT INC. More: the full row for SPROTT INC. 3,345 $1.23M 0.04% -25 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 3,345 $1.23M 0.61% -1,149 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 3,342 $1.23M 0.24% +75 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 3,341 $1.23M 0.16% new 13F-HR/A Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 3,341 $1.23M 0.02% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 3,340 $1.23M 0.07% +1,717 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 3,335 $1.23M 0.16% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 3,320 $1.22M 0.25% +76 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 3,320 $1.22M 0.04% -60 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 3,317 $1.22M 0.07% +120 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 3,304 $1.22M 0.57% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 3,309 $1.22M 0.03% 0 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 3,303 $1.22M 0.24% +60 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 3,301 $1.22M 0.16% +945 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 3,302 $1.22M 0.05% new 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 3,298 $1.21M 0.41% -378 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,289 $1.21M 0.04% 0 13F-HR Timeline WINMILL & CO. INC in group WINMILL & CO. INC More: the full row for WINMILL & CO. INC 3,290 $1.21M 0.27% 0 13F-HR Timeline Group Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 3,280 $1.21M 0.06% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 3,276 $1.21M 0.68% -11 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 3,275 $1.21M 0.1% 0 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 3,272 $1.21M 0.67% -27 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 3,272 $1.21M 0.45% -204 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 3,266 $1.2M 0.1% 0 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 3,258 $1.2M 0.13% -21 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 3,254 $1.2M 0.06% -25 13F-HR Timeline Troutman Wealth Management, LLC More: the full row for Troutman Wealth Management, LLC 3,253 $1.2M 0.92% -50 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 3,250 $1.2M 0.09% +1,000 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 3,247 $1.2M 0.04% -141 13F-HR Timeline Group B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 3,244 $1.2M 0.32% +161 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 3,058 $1.19M 0.44% +66 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 3,232 $1.19M 0.23% -1,518 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 3,231 $1.19M 0.82% 0 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 3,221 $1.19M 0.03% +2,585 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 3,219 $1.19M 0.63% +493 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 3,210 $1.18M 0.01% +1,266 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 3,201 $1.18M 0.02% -51 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 3,200 $1.18M 0.16% -500 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 3,190 $1.18M 0.26% +63 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 3,180 $1.17M 0.04% +112 13F-HR Timeline AMARA FINANCIAL, LLC. More: the full row for AMARA FINANCIAL, LLC. 3,178 $1.17M 0.7% -19 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 3,174 $1.17M 0.13% +339 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 3,172 $1.17M 0.07% -4,397 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 3,182 $1.17M 0.31% +31 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 3,169 $1.17M 0.27% -1,075 13F-HR Timeline Group Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 3,142 $1.16M 0.09% +67 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 3,128 $1.15M 0.11% 0 13F-HR Timeline Fortune Financial Group, Inc. More: the full row for Fortune Financial Group, Inc. 3,126 $1.15M 0.9% new 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 3,116 $1.15M 0.15% +30 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 3,114 $1.15M 0.12% -922 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 3,114 $1.15M 0.03% +577 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 3,100 $1.14M 0.21% -12 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 3,088 $1.14M 0.15% +85 13F-HR Timeline INNEALTA CAPITAL, LLC More: the full row for INNEALTA CAPITAL, LLC 3,088 $1.14M 0.61% -91 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 3,086 $1.14M 0.76% +2,428 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 3,085 $1.14M 0.17% 0 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 3,075 $1.13M 0.12% -159 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 3,070 $1.13M 0.51% 0 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 3,069 $1.13M 0.26% +3 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 3,065 $1.13M 0.17% -72 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 3,062 $1.13M 0.34% +109 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 3,057 $1.13M 0.36% -3,173 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,057 $1.13M 0.06% -133 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 3,055 $1.13M 0.27% +989 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 3,052 $1.12M 0.4% -22 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 3,050 $1.12M 0.81% -304 13F-HR Timeline SMI Advisory Services, LLC More: the full row for SMI Advisory Services, LLC 2,939 $1.12M 0.18% -113,066 13F-HR Timeline Vericrest Private Wealth More: the full row for Vericrest Private Wealth 3,048 $1.12M 1% -8 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 3,044 $1.12M 0.32% -40 13F-HR Timeline Valley Financial Group, Inc. More: the full row for Valley Financial Group, Inc. 3,041 $1.12M 0.55% -41 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 3,038 $1.12M 0.15% -345 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 7,417 $1.12M 0.04% +5,374 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 3,025 $1.11M 0.19% -104 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 3,020 $1.11M 0.14% 0 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 3,018 $1.11M 0.1% -13 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 3,013 $1.11M 0.14% +8 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 3,002 $1.11M 0.15% +70 13F-HR Timeline Group JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 3,001 $1.11M 0.03% +474 13F-HR Timeline Timber Creek Capital Management LLC More: the full row for Timber Creek Capital Management LLC 3,000 $1.11M 0.23% 0 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 3,000 $1.11M 0.26% 0 13F-HR Timeline IvyRock Asset Management (HK) Ltd More: the full row for IvyRock Asset Management (HK) Ltd 3,000 $1.11M 0.62% 0 13F-HR Timeline Wilmar Advisors LLC More: the full row for Wilmar Advisors LLC 3,000 $1.11M 0.8% 0 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 2,999 $1.1M 0.37% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,994 $1.1M 0.07% 0 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 2,993 $1.1M 0.84% +165 13F-HR/A Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 2,992 $1.1M 0.15% -156 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 2,992 $1.1M 0.18% 0 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 2,986 $1.1M 0.15% +62 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 2,982 $1.1M 0.13% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 2,978 $1.1M 0.25% +150 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 2,981 $1.1M 0.11% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,976 $1.1M 0.21% -99 13F-HR/A Timeline GGM Financial LLC More: the full row for GGM Financial LLC 2,970 $1.09M 0.41% 0 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 2,967 $1.09M 0.06% -475 13F-HR/A Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 2,960 $1.09M 0.21% +245 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 2,957 $1.09M 0.19% -72 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 2,954 $1.09M 0.34% +268 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2,941 $1.08M 0.3% -143 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 2,938 $1.08M 0.09% -76 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 2,934 $1.08M 0.11% +2,325 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 2,927 $1.08M 0.11% +20 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 2,926 $1.08M 0.06% +173 13F-HR Timeline TCFG Investment Advisors, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG Investment Advisors, LLC 2,925 $1.08M 0.36% +130 13F-HR Timeline Group Glaxis Capital Management, LLC More: the full row for Glaxis Capital Management, LLC 2,920 $1.08M 2.16% +2,000 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 2,919 $1.08M 0.05% 0 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 2,910 $1.07M 0.24% -1,133 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 2,903 $1.07M 0.36% -128 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 2,900 $1.07M 0.53% -50 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 2,900 $1.07M 0.16% -465 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 2,898 $1.07M 0.31% 0 13F-HR Timeline Royal Palms Capital LLC More: the full row for Royal Palms Capital LLC 2,892 $1.07M 0.94% +37 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 2,888 $1.06M 0.03% -30 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 2,883 $1.06M 0.07% -28 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 2,877 $1.06M 0.14% -35 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 2,842 $1.06M 0.03% +764 13F-HR Timeline Group BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 2,867 $1.06M 0.12% +719 13F-HR Timeline M. Kraus & Co More: the full row for M. Kraus & Co 2,865 $1.06M 0.28% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,863 $1.05M 0.2% 0 13F-HR Timeline Hapanowicz & Associates Financial Servi… More: the full row for Hapanowicz & Associates Financial Services, Inc 2,856 $1.05M 0.33% +1,161 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 2,845 $1.05M 0.21% 0 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 2,831 $1.04M 0.46% new 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 2,828 $1.04M 0.6% -59 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 2,828 $1.04M 0.17% +25 13F-HR Timeline Wilkinson Global Asset Management LLC More: the full row for Wilkinson Global Asset Management LLC 2,820 $1.04M 0.08% -128 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 2,813 $1.04M 0.28% +1,126 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 2,812 $1.04M 0.21% +1,406 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 2,805 $1.03M 0.23% 0 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 2,804 $1.03M 0.03% 0 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 2,804 $1.03M 0.7% -99 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 2,802 $1.03M 0.43% +363 13F-HR Timeline Group Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 2,800 $1.03M 0.37% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 2,800 $1.03M 0.55% 0 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 2,799 $1.03M 0.1% -14,416 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,796 $1.03M 0.03% +19 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 2,791 $1.03M 0.04% +523 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 2,790 $1.03M 0.14% -226 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 2,776 $1.02M 0.05% +190 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 2,767 $1.02M 0.52% -963 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 2,764 $1.02M 0.22% 0 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 2,763 $1.02M 0.16% +1,074 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 2,763 $1.02M 0.28% -5 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 2,762 $1.02M 0.19% new 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 2,755 $1.01M 0.5% 0 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 2,749 $1.01M 0.05% +48 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 2,749 $1.01M 0.01% -108 13F-HR Timeline NerdWallet Wealth Partners, LLC More: the full row for NerdWallet Wealth Partners, LLC 2,746 $1.01M 0.35% -106 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 2,746 $1.01M 0.28% -138 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 2,746 $1.01M 0.13% -734 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 2,740 $1.01M 0.17% +39 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 2,737 $1.01M 0.76% -39 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 2,737 $1.01M -652 Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 2,733 $1.01M 0.29% -1,972 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 2,724 $1M 0.43% -50 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 2,723 $1M 0.2% +61 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 2,692 $1M 0.3% 0 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. 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