HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 5,164 $1.26M 0.06% +463 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 5,161 $1.26M 0.06% +3,436 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 5,159 $1.26M 0.16% +16 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 5,156 $1.26M 0.55% -355 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 5,153 $1.26M 0.32% -114 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 5,151 $1.25M 0.46% -46 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 5,150 $1.25M 0.45% 0 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 5,148 $1.25M 0.79% +70 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 5,147 $1.25M 0.35% -105 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 5,146 $1.25M 0.53% -13 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 5,142 $1.25M 0.3% +85 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 5,135 $1.25M 0.34% -400 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 5,133 $1.25M 0.5% +47 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 5,129 $1.25M 0.13% -39 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 5,129 $1.25M 0.18% +343 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 5,124 $1.25M 0.3% +1,462 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 5,121 $1.25M 0.34% -5 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 5,106 $1.24M 0.11% +101 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 5,104 $1.24M 0.33% +42 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 5,096 $1.24M 0.15% +510 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 5,095 $1.24M 0.3% -5 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 5,082 $1.24M 0.28% -195 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 5,070 $1.23M 1.02% -764 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 5,065 $1.23M 0.56% -445 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 5,064 $1.23M 0.61% +109 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 5,060 $1.23M 0.93% +15 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 5,060 $1.23M 0.48% 0 13F-HR Timeline Politan Capital Management LP More: the full row for Politan Capital Management LP 5,059 $1.23M 0.11% +270 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 5,049 $1.23M 0.3% +157 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 5,041 $1.23M 0.79% -48 13F-HR Timeline Wills Financial Group LLC More: the full row for Wills Financial Group LLC 5,025 $1.22M 0.5% +85 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 5,024 $1.22M 0.27% +98 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 5,020 $1.22M 0.1% 0 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 5,020 $1.22M 0.88% -2,500 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 6,417 $1.22M 0.24% +4,489 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 5,000 $1.22M 0.04% -1,265 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 4,996 $1.22M 0.38% 0 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 4,993 $1.22M 0.2% +727 13F-HR Timeline Maltin Wealth Management, Inc. 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More: the full row for LAFFER TENGLER INVESTMENTS, INC. 4,975 $1.21M 0.19% -818 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 4,966 $1.21M 0.4% new 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 4,961 $1.21M 0.29% 0 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 4,947 $1.2M 0.14% -168 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 4,939 $1.2M 0.17% -636 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 4,930 $1.2M 0.28% 0 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 4,929 $1.2M 0.12% +1,445 13F-HR Timeline Te Ahumairangi Investment Management Ltd More: the full row for Te Ahumairangi Investment Management Ltd 4,900 $1.19M 0.2% +1,680 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 4,879 $1.19M 0.26% -163 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 4,877 $1.19M 0.01% -22,255 13F-HR Timeline Group One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 4,876 $1.19M 0.31% +96 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 4,873 $1.19M 0.22% +182 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 4,867 $1.19M 0.62% 0 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 4,860 $1.18M 0.13% +600 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 4,856 $1.18M 0.19% -17 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 4,854 $1.18M 0.52% +74 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 4,832 $1.18M 0.52% -150 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 4,832 $1.18M 0.67% +2,168 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 4,827 $1.18M 0.32% +226 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 4,821 $1.17M 0.12% -102 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 4,820 $1.17M 0.71% 0 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 4,818 $1.17M 0.51% +75 13F-HR Timeline INSIGHT 2811, INC. 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More: the full row for Carson Advisory Inc. 4,798 $1.17M 0.63% new 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 4,793 $1.17M 0.2% -111 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 4,786 $1.17M 0.7% -59 13F-HR Timeline Value Aligned Research Advisors, LLC More: the full row for Value Aligned Research Advisors, LLC 4,785 $1.17M 0.03% 0 13F-HR/A Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 4,782 $1.16M 0.41% +221 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 4,778 $1.16M 0.17% +369 13F-HR Timeline Front Street Capital Management, Inc. 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More: the full row for Pinnacle West Asset Management, Inc. 4,680 $1.14M 0.74% -60 13F-HR Timeline SPRING CAPITAL MANAGEMENT, LLC More: the full row for SPRING CAPITAL MANAGEMENT, LLC 4,670 $1.14M 0.56% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 4,669 $1.14M 0.01% +267 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 4,668 $1.14M 1.01% +4,426 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 4,665 $1.14M 0.28% +47 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 4,662 $1.14M 0.73% -69 13F-HR Timeline BREAKTHRU ADVISORY SERVICES, LLC More: the full row for BREAKTHRU ADVISORY SERVICES, LLC 4,652 $1.13M 0.75% new 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 4,642 $1.13M 0.5% -76 13F-HR Timeline MONEYWISE, INC. 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More: the full row for Copley Financial Group, Inc. 4,593 $1.12M 0.77% -346 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 4,588 $1.12M 0.31% +16 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 4,586 $1.12M 0.05% 0 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 4,579 $1.12M 0.09% +582 13F-HR Timeline Variant Private Wealth, LLC More: the full row for Variant Private Wealth, LLC 4,572 $1.11M 1.03% +4 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 4,567 $1.11M 0.38% -96 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 4,565 $1.11M 0.67% 0 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 4,562 $1.11M 0.15% +2,457 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 4,556 $1.11M 0.68% -34 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 4,556 $1.11M 0.2% +1,100 13F-HR Timeline LongView Asset Management LLC More: the full row for LongView Asset Management LLC 4,552 $1.11M 0.77% -65 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 4,567 $1.11M 0.32% +183 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 4,534 $1.1M 0.24% -75 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 4,531 $1.1M 0.26% -203 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 4,529 $1.1M 0.79% -670 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 4,527 $1.1M 0.81% +109 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 4,523 $1.1M 0.16% -50 13F-HR Timeline Conservest Capital Advisors, Inc. 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More: the full row for Archvest Wealth Advisors, Inc. 4,465 $1.09M 0.97% -113 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 4,462 $1.09M 0.15% -25 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 4,460 $1.09M 0.22% -4,799 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 4,456 $1.09M 0.16% -173 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 4,456 $1.09M 0.08% +17 13F-HR Timeline Sterling Group Wealth Management, LLC More: the full row for Sterling Group Wealth Management, LLC 4,453 $1.08M 0.54% -63 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 4,441 $1.08M 0.13% +17 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 4,441 $1.08M 0.29% +460 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 4,441 $1.08M 0.04% -765 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 4,438 $1.08M 0.71% -200 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 4,436 $1.08M 0.16% +2 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 4,427 $1.08M 0.08% -145 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 4,419 $1.08M 0.42% +194 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 4,400 $1.07M 0.51% 0 13F-HR Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 3,800 $1.07M 0.75% +200 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 4,395 $1.07M 0.67% +114 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 4,393 $1.07M 0.58% -924 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 4,391 $1.07M 0.42% +4 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 4,389 $1.07M 0.34% +28 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 4,388 $1.07M 0.54% -61 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 4,387 $1.07M 0.15% -1,139 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 4,385 $1.07M 0.13% +70 13F-HR Timeline COERENTE CAPITAL MANAGEMENT More: the full row for COERENTE CAPITAL MANAGEMENT 4,385 $1.07M 0.19% -135 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 4,372 $1.06M 0.35% +101 13F-HR/A Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 4,372 $1.06M 0.83% -20 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 4,366 $1.06M 0.39% +290 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 4,363 $1.06M 0.09% -12 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 4,351 $1.06M 0.57% +140 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 4,351 $1.06M 0.17% 0 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 4,345 $1.06M 0.17% -270 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 4,335 $1.06M 0.14% -150 13F-HR/A Timeline OMC Financial Services LTD More: the full row for OMC Financial Services LTD 4,336 $1.06M 0.39% +1,003 13F-HR Timeline Private Harbour Investment Management &… More: the full row for Private Harbour Investment Management & Counsel, LLC 4,332 $1.06M 1.09% -610 13F-HR Timeline Elite Life Management LLC More: the full row for Elite Life Management LLC 4,181 $1.05M 2.15% +49 13F-HR Timeline North Capital, Inc. 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