TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 6,000 $1.88M 0.47% +170 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 5,999 $1.88M 0.73% +171 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 5,988 $1.88M 0.41% 13F-HR Timeline Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 5,982 $1.88M 0.46% 0 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 5,949 $1.87M 0.12% +91 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 5,948 $1.87M 0.41% -71 13F-HR Timeline Terril Brothers, Inc. More: the full row for Terril Brothers, Inc. 5,945 $1.87M 0.49% 0 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 5,940 $1.86M 0.81% -871 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 5,936 $1.86M 0.67% 0 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 5,934 $1.86M 0.29% +1,722 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 5,926 $1.86M 0.25% -53,013 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 5,910 $1.85M 0.42% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 5,895 $1.85M 0.39% -9 13F-HR Timeline Corundum Trust Company, INC More: the full row for Corundum Trust Company, INC 5,881 $1.85M 4.2% -146 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 5,877 $1.84M 1.01% 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 5,866 $1.84M 0.56% +404 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 5,863 $1.84M 0.31% new 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 5,850 $1.84M 0.47% +3 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 5,547 $1.84M 0.45% +25 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 5,844 $1.83M 0.32% +3,679 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 5,843 $1.83M 0.11% +613 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 5,841 $1.83M 0.79% -567 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 5,840 $1.83M 0.82% new 13F-HR Timeline Arlington Trust Co LLC group of 2 filers holding More: the full row for Arlington Trust Co LLC 5,838 $1.83M -14,536 Timeline Sitrin Capital Management LLC More: the full row for Sitrin Capital Management LLC 5,836 $1.83M 0.87% 0 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 5,826 $1.83M 0.59% +18 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 5,822 $1.83M 0.57% -485 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 5,819 $1.83M 0.45% -166 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 5,818 $1.83M 0.43% +126 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 5,813 $1.82M 0.74% -4,073 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 5,811 $1.82M 0.12% -364 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 5,809 $1.82M 1.46% 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 5,806 $1.82M 1.26% +4,110 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 5,793 $1.82M 0.55% -3,180 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 5,786 $1.82M 0.25% +45 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 5,767 $1.81M 0.54% -290 13F-HR Timeline Family Capital Trust Co More: the full row for Family Capital Trust Co 5,765 $1.81M 0.59% 0 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 5,761 $1.81M 0.87% -961 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 5,758 $1.81M 0.67% +164 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 5,756 $1.81M 0.36% +24 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 5,752 $1.81M 0.66% +178 13F-HR Timeline Marathon Partners Equity Management, LLC in group Marathon Partners Equity Mana… More: the full row for Marathon Partners Equity Management, LLC 5,750 $1.8M 1.79% -2,500 13F-HR Timeline Group UNITED BANK More: the full row for UNITED BANK 5,746 $1.8M 0.24% -2 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 5,745 $1.8M 0.5% -17 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 5,744 $1.8M 0.92% -45 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 5,735 $1.8M 0.96% -48 13F-HR Timeline EPACRIA CAPITAL PARTNERS, LLC More: the full row for EPACRIA CAPITAL PARTNERS, LLC 7,727 $1.8M 1.42% -760 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 5,719 $1.79M 0.14% +531 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 5,704 $1.79M 0.38% +680 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 5,700 $1.79M 1.29% 0 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 5,685 $1.78M 0.2% +440 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 5,684 $1.78M 0.37% -766 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 5,675 $1.78M 0.51% +36 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 0 $1.78M 1.08% 13F-HR Timeline Amount filed as zero, left out of ratios. Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 5,410 $1.78M 0.34% +211 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 5,667 $1.78M 1.6% 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 5,666 $1.78M 1.42% +159 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 5,664 $1.78M 0.79% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 5,660 $1.78M 0.87% -276 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 5,652 $1.77M 0.47% 13F-HR Timeline Front Street Capital Management, Inc. More: the full row for Front Street Capital Management, Inc. 5,649 $1.77M 0.25% +882 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 5,640 $1.77M 0.75% +390 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 5,637 $1.77M 1.34% -877 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 5,630 $1.77M 0.57% -130 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 5,627 $1.77M 0.2% +6 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 5,621 $1.76M 0.85% -516 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 5,617 $1.76M 0.76% 0 13F-HR Timeline Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 5,604 $1.76M 0.91% -177 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 5,601 $1.76M 0.56% 0 13F-HR Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 5,598 $1.76M 0.42% -261 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 5,595 $1.76M 0.75% +93 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 5,595 $1.76M 0.75% +530 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 5,594 $1.76M 0.93% -359 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 5,594 $1.76M 0.92% +3,942 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 5,590 $1.75M 0.24% new 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 5,590 $1.75M 1.48% -1,360 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 5,588 $1.75M 0.27% -959 13F-HR Timeline CDM FINANCIAL COUNSELING SERVICES, INC. More: the full row for CDM FINANCIAL COUNSELING SERVICES, INC. 5,587 $1.75M 1.64% 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 5,586 $1.75M 0.69% +177 13F-HR Timeline GREENBERG FINANCIAL GROUP More: the full row for GREENBERG FINANCIAL GROUP 5,574 $1.75M 0.72% 13F-HR Timeline Sun Group Wealth Partners More: the full row for Sun Group Wealth Partners 5,568 $1.75M 1.4% 13F-HR Timeline Braeburn Wealth Management LLC More: the full row for Braeburn Wealth Management LLC 5,568 $1.75M 0.89% 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 5,564 $1.75M 0.76% +97 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 5,563 $1.75M 0.31% -22 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 5,239 $1.74M 0.42% +118 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 5,546 $1.74M 0.56% +311 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 5,541 $1.74M 1.8% +2,053 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 5,536 $1.74M 0.69% 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 5,531 $1.74M 0.65% -3 13F-HR Timeline Prosperity Financial Group, Inc. group of 2 filers holding More: the full row for Prosperity Financial Group, Inc. 5,528 $1.73M -1,000 Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 5,516 $1.73M 0.72% -142 13F-HR Timeline Chicago Wealth Management, Inc. More: the full row for Chicago Wealth Management, Inc. 5,507 $1.73M 0.69% -19 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 5,500 $1.73M 0.37% -9,756 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 5,499 $1.72M 0.24% +1,154 13F-HR Timeline DB&C Advisors, LLC More: the full row for DB&C Advisors, LLC 5,479 $1.72M 2.16% 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 5,462 $1.71M 1.14% +728 13F-HR Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 5,456 $1.71M 1.01% +1 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 5,454 $1.71M 0.94% +1,571 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 5,441 $1.71M 0.51% -360 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 5,437 $1.71M 0.13% -220 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 5,430 $1.7M 0.71% -270 13F-HR Timeline Pollock Investment Advisors, LLC More: the full row for Pollock Investment Advisors, LLC 5,430 $1.7M 1.25% 0 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 5,415 $1.7M 0.4% 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 5,412 $1.7M 1.19% +3 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 5,410 $1.7M 0.26% -28 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 5,410 $1.7M 0.51% -1,570 13F-HR Timeline Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 5,407 $1.7M 0.2% -89 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 5,403 $1.7M 0.44% -300 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 5,402 $1.7M 0.37% -243 13F-HR Timeline Seek First Inc. More: the full row for Seek First Inc. 5,399 $1.69M 1.17% 0 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 5,389 $1.69M 0.59% new 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 5,380 $1.69M 1.03% +24 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 5,374 $1.69M 0.18% +42 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 5,373 $1.69M 0.52% -100 13F-HR Timeline Ketron Financial More: the full row for Ketron Financial 5,368 $1.68M 0.56% 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 5,368 $1.68M 0.74% +97 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 5,362 $1.68M 0.42% +556 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 5,362 $1.68M 0.52% -1,072 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 5,355 $1.68M 0.23% -442 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 5,354 $1.68M 0.81% -323 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 5,352 $1.68M 0.42% new 13F-HR Timeline KilterHowling LLC More: the full row for KilterHowling LLC 5,351 $1.68M 0.85% +179 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 5,349 $1.68M 0.65% -270 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 5,334 $1.67M 0.2% +893 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 5,018 $1.67M 0.47% -989 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 5,330 $1.67M 0.24% +1,939 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 5,312 $1.67M 0.5% +316 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 5,310 $1.67M 1.02% +1,375 13F-HR Timeline Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 5,307 $1.67M 1.18% 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 5,296 $1.66M 0.02% new 13F-HR Timeline Group Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 5,288 $1.66M 1.28% -475 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 5,276 $1.66M 0.37% +194 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 5,276 $1.66M 1.31% 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 5,276 $1.66M 0.32% +648 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 5,267 $1.65M 0.48% +503 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 5,266 $1.65M 0.76% +118 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 5,261 $1.65M 0.32% +490 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 5,258 $1.65M 0.5% +2 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 5,256 $1.65M 0.09% -524 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 5,232 $1.64M 0.25% -82 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 5,228 $1.64M 0.44% +8 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 5,226 $1.64M 0.15% -30 13F-HR Timeline OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 5,220 $1.64M 1.29% -85 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 5,216 $1.64M 0.6% -84 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 4,980 $1.64M 0.36% +19 13F-HR Timeline Teucrium Investment Advisors, LLC More: the full row for Teucrium Investment Advisors, LLC 5,209 $1.63M 1.79% 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 5,208 $1.63M 0.02% +331 13F-HR Timeline Group LOUNTZIS ASSET MANAGEMENT, LLC More: the full row for LOUNTZIS ASSET MANAGEMENT, LLC 5,205 $1.63M 0.58% -612 13F-HR Timeline WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 5,197 $1.63M 0.08% -95 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 4,836 $1.63M 0.16% -111 13F-HR Timeline Merrithew & Thorsten Inc More: the full row for Merrithew & Thorsten Inc 5,180 $1.62M 1.72% 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 5,171 $1.62M 0.6% 0 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 5,167 $1.62M 0.48% -91 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 5,163 $1.62M 0.11% +707 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 5,163 $1.62M 0.57% +12 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 5,161 $1.62M 0.63% -316 13F-HR Timeline DEEPWATER ASSET MANAGEMENT, LLC More: the full row for DEEPWATER ASSET MANAGEMENT, LLC 5,155 $1.62M 0.47% +888 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 5,150 $1.62M 0.57% 0 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 5,147 $1.62M 0.45% 0 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 5,128 $1.61M 1.03% +484 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 5,123 $1.61M 0.95% -1,154 13F-HR Timeline Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 5,100 $1.6M 0.56% 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 5,084 $1.6M 0.49% new 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 5,076 $1.59M 0.03% -480 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 5,076 $1.59M 1.5% 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 5,074 $1.59M 1.18% 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 5,073 $1.59M 1.11% +13 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 5,069 $1.59M 0.16% -60 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 5,063 $1.59M 0.55% +644 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 5,052 $1.59M 0.53% -229 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 5,050 $1.58M 0.36% +1 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 5,047 $1.58M 0.05% +47 13F-HR Timeline PeakShares LLC More: the full row for PeakShares LLC 5,037 $1.58M 1.54% 13F-HR Timeline Oak Barrel Wealth Advisory LLC More: the full row for Oak Barrel Wealth Advisory LLC 5,036 $1.58M 0.94% 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 5,025 $1.58M 0.97% -16 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 5,020 $1.58M 0.99% 0 13F-HR/A Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 5,013 $1.57M 1.11% +1,003 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 5,012 $1.57M 0.66% -134 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 5,010 $1.57M 0.32% +476 13F-HR Timeline Dougherty & Associates, LLC More: the full row for Dougherty & Associates, LLC 5,004 $1.57M 1.4% 13F-HR Timeline NerdWallet Wealth Partners, LLC More: the full row for NerdWallet Wealth Partners, LLC 5,000 $1.57M 0.7% +17 13F-HR Timeline Maltin Wealth Management, Inc. 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