Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 10,185 $2.93M 1.11% -3,724 13F-HR Timeline GLR Partners, LLC More: the full row for GLR Partners, LLC 10,163 $2.92M 1.59% 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 10,136 $2.91M 1.01% -793 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 9,178 $2.91M 0.8% -1,555 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 10,125 $2.91M 0.4% -16 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sageworth Trust Co More: the full row for Sageworth Trust Co 10,111 $2.91M 0.12% +6,053 13F-HR Timeline Wernau Asset Management Inc. More: the full row for Wernau Asset Management Inc. 10,086 $2.9M 3.02% -120 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 10,082 $2.9M 0.87% +496 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 10,079 $2.9M 0.56% -347 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 10,061 $2.89M 1.44% +562 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 10,060 $2.89M 0.3% +10 13F-HR Timeline Grange Capital, LLC More: the full row for Grange Capital, LLC 10,043 $2.89M 2.88% -947 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 10,036 $2.89M 2.14% -633 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 10,036 $2.89M 2.19% -640 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 10,029 $2.88M 1.29% -208 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 10,008 $2.88M 0.01% +2,671 13F-HR Timeline Absolute Gestao de Investimentos Ltda. More: the full row for Absolute Gestao de Investimentos Ltda. 10,000 $2.88M 0.33% +3,000 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 9,985 $2.87M 0.64% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 9,975 $2.87M 0.21% -172 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 9,938 $2.86M 1.26% -2,378 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 9,935 $2.86M 0.66% +280 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 8,950 $2.86M 2.33% -484 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 9,931 $2.86M 0.72% +506 13F-HR Timeline AMG Asset Management Group, Inc. More: the full row for AMG Asset Management Group, Inc. 9,929 $2.86M 2.22% +7,068 13F-HR Timeline Juno Financial Group LLC More: the full row for Juno Financial Group LLC 9,918 $2.85M 1.12% -48 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 9,910 $2.85M 1.06% -959 13F-HR Timeline Trust Co More: the full row for Trust Co 9,898 $2.85M 0.27% -3,023 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 9,886 $2.84M 2.02% +38 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 9,877 $2.84M 1.7% +1,389 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 9,865 $2.84M 1.53% -8,958 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 9,856 $2.83M 1.52% +2,088 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 9,854 $2.83M 0.48% +536 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 9,852 $2.83M 1.2% 0 13F-HR Timeline MONTCHANIN ASSET MANAGEMENT, LLC More: the full row for MONTCHANIN ASSET MANAGEMENT, LLC 9,840 $2.83M 3.01% 13F-HR Timeline MOR Wealth Management, LLC More: the full row for MOR Wealth Management, LLC 9,838 $2.83M 1.3% 0 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 9,827 $2.83M 0.2% +1,361 13F-HR/A Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 9,826 $2.83M 0.07% -27 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 9,821 $2.82M 1.41% -374 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 9,815 $2.82M 0.38% +67 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 9,808 $2.82M 0.65% +887 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 9,808 $2.82M 0.92% +284 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 9,675 $2.82M 0.52% -1,638 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 9,803 $2.82M 4.31% -289 13F-HR Timeline WESTCO ADVISORY SERVICES INC /ADV More: the full row for WESTCO ADVISORY SERVICES INC /ADV 9,795 $2.82M 1.81% -163 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 9,791 $2.82M 0.58% -325 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 9,739 $2.8M 0.46% +1 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 9,738 $2.8M 0.18% -5,176 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 9,734 $2.8M 0.89% +58 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 9,731 $2.8M 0.27% +273 13F-HR Timeline Midway Capital Research & Management More: the full row for Midway Capital Research & Management 9,727 $2.8M 2.64% +8 13F-HR Timeline Keeler Thomas Management LLC More: the full row for Keeler Thomas Management LLC 9,713 $2.79M 1.18% -2,968 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 9,703 $2.79M 1.93% -50 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 9,676 $2.78M 2.22% -171 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 9,675 $2.78M 0.7% +7,368 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 9,674 $2.78M 1.5% +31 13F-HR/A Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 9,672 $2.78M 0.44% -494 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 9,665 $2.78M 0.93% -877 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 9,661 $2.78M 0.28% +5,345 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 9,657 $2.78M 1.51% +14 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 9,646 $2.77M 0.24% +217 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 9,644 $2.77M 1.41% +205 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 9,628 $2.77M 0.38% -494 13F-HR Timeline Regency Capital Management Inc.\DE More: the full row for Regency Capital Management Inc.\DE 9,623 $2.77M 1.24% -10,096 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 9,622 $2.77M 1.03% 0 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 9,618 $2.77M 0.37% 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 9,584 $2.76M 2.12% +1,333 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 9,578 $2.75M 0.15% -1,664 13F-HR Timeline Trask Adam Roland More: the full row for Trask Adam Roland 9,563 $2.75M 2.6% 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 9,562 $2.75M 1.06% +300 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 9,559 $2.75M 1.94% +397 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 9,558 $2.75M 0.42% -581 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 9,551 $2.75M 0.36% 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 9,547 $2.75M 1.08% +225 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 9,542 $2.74M 1.66% -175 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 9,522 $2.74M 1.83% +28 13F-HR Timeline Alliance Private Wealth, LLC More: the full row for Alliance Private Wealth, LLC 9,514 $2.74M 0.98% -57 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 9,498 $2.73M 0.47% 0 13F-HR Timeline Steadtrust LLC More: the full row for Steadtrust LLC 9,489 $2.73M 1.55% -341 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 9,488 $2.73M 0.74% +335 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 9,483 $2.73M 1.75% +7,437 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 9,478 $2.73M 0.37% -246 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 9,453 $2.72M 0.49% +395 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Affiance Financial, LLC More: the full row for Affiance Financial, LLC 9,452 $2.72M 0.44% -75 13F-HR Timeline Baskin Financial Services Inc. More: the full row for Baskin Financial Services Inc. 9,448 $2.72M 0.22% -1,382 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 9,442 $2.72M 0.77% -288 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 9,430 $2.71M 0.11% +31 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 9,422 $2.71M 1.81% +294 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 9,410 $2.71M 1.35% +1 13F-HR Timeline RD Finance Ltd More: the full row for RD Finance Ltd 9,407 $2.71M 3.07% new 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 9,403 $2.7M 0.35% +7,982 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 9,392 $2.7M 2.05% -120 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 9,379 $2.7M 0.02% +2,039 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 9,367 $2.69M 0.33% -199 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 9,360 $2.69M 0.22% +55 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 9,332 $2.68M 0.3% +5 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 9,303 $2.68M 1% +165 13F-HR Timeline Tamar Securities, LLC More: the full row for Tamar Securities, LLC 9,301 $2.67M 0.29% -1,043 13F-HR Timeline Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 9,285 $2.67M 0.88% +1,120 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 9,278 $2.67M 0.51% -306 13F-HR Timeline Donoghue Forlines LLC More: the full row for Donoghue Forlines LLC 9,277 $2.67M 0.74% -1,867 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 9,276 $2.67M 0.52% +392 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 9,271 $2.67M 1.3% +830 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 9,262 $2.66M 1.87% -1,783 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 9,253 $2.66M 0.8% -132 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 9,249 $2.66M 1.04% -199 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 9,243 $2.66M 2.16% +127 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 6,842 $2.66M 0.32% -42 13F-HR Timeline Sanchez Gaunt Capital Management, LLC More: the full row for Sanchez Gaunt Capital Management, LLC 9,237 $2.66M 1.66% 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 9,235 $2.66M 0.29% +229 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 9,215 $2.65M 0.35% +1,522 13F-HR Timeline SHUTTLEWORTH & Co More: the full row for SHUTTLEWORTH & Co 9,203 $2.65M 2.39% -63 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 9,199 $2.65M 0.27% +569 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 9,195 $2.64M 0.46% -224 13F-HR/A Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 9,185 $2.64M 1.11% +144 13F-HR Timeline Gator Capital Management, LLC More: the full row for Gator Capital Management, LLC 9,180 $2.64M 0.56% -4,872 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 9,162 $2.63M 0.15% +1,250 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 9,123 $2.62M 1.47% -1,681 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 9,123 $2.62M 0.68% -390 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 9,103 $2.62M 0.34% -54 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 9,103 $2.62M 1.86% -10 13F-HR Timeline GENEVA CAPITAL MANAGEMENT LLC More: the full row for GENEVA CAPITAL MANAGEMENT LLC 9,100 $2.62M 0.06% -1,756 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 9,096 $2.62M 0.66% 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 9,092 $2.61M 0.74% +56 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 9,084 $2.61M 0.02% +724 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 9,060 $2.61M 1.75% -250 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 9,060 $2.6M 0.71% -52 13F-HR/A Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 9,056 $2.6M 0.98% +2 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 9,053 $2.6M 0.38% -916 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 9,052 $2.6M -217 Timeline Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 9,049 $2.6M 1.42% -159 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 9,040 $2.6M 1.32% -406 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 9,027 $2.6M 0.84% -238 13F-HR Timeline SPWM Advisors LLC More: the full row for SPWM Advisors LLC 6,696 $2.59M 2.25% -1,514 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 9,014 $2.59M 0.2% -5,160 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 9,011 $2.59M 0.58% -628 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 9,000 $2.59M <0.01% 0 13F-HR Timeline Group Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 8,999 $2.59M 1.67% +244 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 8,696 $2.59M 0.46% -1,240 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 8,991 $2.59M 0.36% +845 13F-HR Timeline SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 8,975 $2.58M 0.18% 0 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 8,967 $2.58M 2.56% -637 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 8,962 $2.58M 0.4% -224 13F-HR Timeline Group NOVEM GROUP More: the full row for NOVEM GROUP 8,959 $2.58M 0.3% -336 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 8,957 $2.58M 0.58% -2,021 13F-HR Timeline Bancreek Capital Management, LP in group Bancreek Capital Management, … More: the full row for Bancreek Capital Management, LP 8,955 $2.58M 11.14% +6,500 13F-HR Timeline Group Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 8,950 $2.57M 0.33% +3,444 13F-HR Timeline Shay Capital LLC More: the full row for Shay Capital LLC 8,950 $2.57M 0.37% +1,849 13F-HR Timeline CFO CAPITAL MANAGEMENT LLC More: the full row for CFO CAPITAL MANAGEMENT LLC 9,309 $2.57M 2.12% +109 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 8,942 $2.57M 0.71% -12 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 8,929 $2.57M 1.17% +211 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 8,914 $2.56M 0.53% 0 13F-HR Timeline DOCK STREET ASSET MANAGEMENT INC More: the full row for DOCK STREET ASSET MANAGEMENT INC 8,910 $2.56M 0.27% -13,945 13F-HR Timeline Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 8,908 $2.56M 0.43% +2,270 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 8,892 $2.56M 0.51% -1,799 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 8,891 $2.56M 0.57% +97 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 8,888 $2.56M 1.34% -1,917 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 8,873 $2.55M 0.45% -192 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 8,873 $2.55M 0.43% +626 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 8,862 $2.55M 0.33% +727 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 8,852 $2.55M 0.81% -3 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 7,542 $2.54M 0.67% +1,893 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 8,847 $2.54M 0.83% +754 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 8,846 $2.54M 0.17% -987 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 8,822 $2.54M 0.38% -113 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 8,803 $2.53M 0.43% -5,912 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 8,802 $2.53M 2% -395 13F-HR Timeline Arlington Trust Co LLC group of 2 filers holding More: the full row for Arlington Trust Co LLC 8,796 $2.53M +1,759 Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 8,782 $2.53M 0.29% new 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 8,753 $2.52M 2.92% +34 13F-HR Timeline ANB BANK More: the full row for ANB BANK 8,750 $2.52M 1.02% -263 13F-HR Timeline Guided Capital Wealth Management, LLC More: the full row for Guided Capital Wealth Management, LLC 8,742 $2.51M 1.66% +652 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 8,739 $2.51M 0.87% -67 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 8,729 $2.51M 0.66% +238 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 8,719 $2.51M 0.58% -76 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 8,718 $2.51M 0.71% -10 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 8,714 $2.51M 1.2% -528 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 8,712 $2.51M 0.59% +435 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 8,712 $2.51M 0.54% +6,381 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 8,704 $2.5M 0.09% +251 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 8,671 $2.49M 0.21% -53 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 8,668 $2.49M 0.43% +782 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 8,664 $2.49M 2.1% +329 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 8,651 $2.49M 0.64% +146 13F-HR Timeline Wealth Intelligence, LLC More: the full row for Wealth Intelligence, LLC 8,643 $2.49M 1.2% -1,694 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 8,642 $2.49M 1.49% -63 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 541 $2.48M 1.11% -3,703 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 8,638 $2.48M 0.56% +1,282 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 8,630 $2.48M 0.35% +198 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 8,620 $2.48M 0.52% +853 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 8,614 $2.48M 0.4% -20,747 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 8,590 $2.47M 0.02% -7,568 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 8,584 $2.47M 0.42% +142 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 8,571 $2.46M 0.7% +980 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 8,561 $2.46M 1.94% +823 13F-HR Timeline Scharf Investments, LLC More: the full row for Scharf Investments, LLC 8,531 $2.45M 0.08% -3,504 13F-HR Timeline Phocas Financial Corp. 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