Forty-three Eighteen Advisors, LLC More: the full row for Forty-three Eighteen Advisors, LLC 7,046 $2.21M 1.71% 13F-HR Timeline Arlington Trust Co LLC group of 2 filers holding More: the full row for Arlington Trust Co LLC 7,037 $2.2M -40,064 Timeline M.D. Sass, LLC More: the full row for M.D. Sass, LLC 7,031 $2.2M 0.17% +242 13F-HR Timeline Donalies Financial Planning, LLC More: the full row for Donalies Financial Planning, LLC 7,029 $2.2M 1.87% 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 7,019 $2.2M 0.55% +365 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 6,533 $2.19M 0.91% -778 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 7,010 $2.19M 1.53% 0 13F-HR Timeline Western Standard LLC More: the full row for Western Standard LLC 7,000 $2.19M 1.01% new 13F-HR Timeline Absolute Gestao de Investimentos Ltda. More: the full row for Absolute Gestao de Investimentos Ltda. 7,000 $2.19M 0.23% new 13F-HR Timeline Buckland Partners Management Co LLC More: the full row for Buckland Partners Management Co LLC 7,000 $2.19M 1.21% 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 6,999 $2.19M 1.35% -57 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 6,993 $2.19M 0.4% -1,052 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 6,992 $2.19M 1.58% -37 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 6,988 $2.19M 0.18% +213 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 6,988 $2.19M 0.29% +507 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 6,986 $2.19M 0.79% +467 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 6,985 $2.19M 0.69% -123 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 6,965 $2.18M 0.67% +319 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 6,962 $2.18M 0.62% +666 13F-HR Timeline Kera Capital Partners, Inc. 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More: the full row for PORTLAND INVESTMENT COUNSEL INC. 6,837 $2.15M 0.65% -1,429 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 6,851 $2.14M 0.4% +3,210 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 6,837 $2.14M 1.06% -31 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 6,837 $2.14M 0.65% new 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 6,224 $2.14M 0.45% +286 13F-HR Timeline Monte Financial Group, LLC More: the full row for Monte Financial Group, LLC 6,830 $2.14M 0.8% -862 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 6,828 $2.14M 0.06% +321 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 6,827 $2.14M 0.41% +274 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 6,827 $2.14M 0.2% -1,083 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 6,817 $2.13M 0.85% -19 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 6,814 $2.13M 1.15% -571 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 6,805 $2.13M 0.44% +399 13F-HR Timeline Per Stirling Capital Management, LLC. 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More: the full row for Nadler Financial Group, Inc. 6,746 $2.11M 0.2% -85 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 6,738 $2.11M 0.85% -238 13F-HR Timeline Night Squared LP More: the full row for Night Squared LP 6,729 $2.11M 0.59% new 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 6,714 $2.1M 1.42% +323 13F-HR/A Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 6,712 $2.1M 1.9% 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 6,710 $2.1M 1.54% -1,345 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 6,708 $2.1M 0.56% -345 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 6,706 $2.1M 0.44% +352 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 6,690 $2.1M 0.93% +264 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 6,694 $2.1M 0.39% -87 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 6,692 $2.09M 0.13% -389 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 6,686 $2.09M 0.46% 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 6,683 $2.09M 0.25% -25 13F-HR Timeline Arta Finance Wealth Management LLC More: the full row for Arta Finance Wealth Management LLC 6,683 $2.09M 1.07% 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 6,679 $2.09M 0.35% +2,092 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 50,098 $2.09M 0.84% +109 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 6,671 $2.09M 0.46% +427 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 6,657 $2.08M 0.68% +828 13F-HR Timeline Independence Wealth Advisors, LLC More: the full row for Independence Wealth Advisors, LLC 6,656 $2.08M 1.17% 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 6,649 $2.08M 0.81% -6,186 13F-HR Timeline Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 6,638 $2.08M 0.48% 13F-HR Timeline Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 6,633 $2.08M 1.07% -457 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 6,614 $2.07M 0.61% +1,391 13F-HR Timeline CLG LLC More: the full row for CLG LLC 6,612 $2.07M 0.52% +11 13F-HR Timeline Vines Capital Management, LLC More: the full row for Vines Capital Management, LLC 6,610 $2.07M 2.02% 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 6,595 $2.06M 0.72% -440 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 6,593 $2.06M 0.38% 0 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 6,588 $2.06M 1.01% +494 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 6,575 $2.06M 0.47% -9 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 6,569 $2.06M 1.5% -290 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 6,566 $2.06M 0.88% -26 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 6,564 $2.05M 1.37% +994 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 6,560 $2.05M 0.29% -367 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 6,527 $2.05M 0.19% +741 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 6,548 $2.05M 1.13% 0 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 6,541 $2.05M 0.19% +4,000 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 6,350 $2.04M 0.91% -333 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 6,521 $2.04M 0.29% 0 13F-HR Timeline INDEPENDENT INVESTORS INC More: the full row for INDEPENDENT INVESTORS INC 6,520 $2.04M 0.38% 0 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 6,515 $2.04M 0.65% +329 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 6,510 $2.04M 0.68% -590 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 6,509 $2.04M 0.6% +35 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 6,501 $2.03M 0.41% +972 13F-HR Timeline Guilbault Capital LLC More: the full row for Guilbault Capital LLC 6,501 $2.03M 2.28% 13F-HR Timeline PIER 88 INVESTMENT PARTNERS LLC More: the full row for PIER 88 INVESTMENT PARTNERS LLC 6,500 $2.03M 0.45% -10,600 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 6,492 $2.03M 0.28% +285 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 6,492 $2.03M 1.25% +136 13F-HR Timeline FULCRUM WEALTH ADVISORS, LLC More: the full row for FULCRUM WEALTH ADVISORS, LLC 6,488 $2.03M 1.67% 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 6,459 $2.02M 0.52% 0 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 6,456 $2.02M 0.83% -74 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 6,439 $2.02M 0.68% +296 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 6,437 $2.01M 0.94% +66 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 6,434 $2.01M 0.07% +31 13F-HR Timeline Provident Living Financial Services, In… More: the full row for Provident Living Financial Services, Inc. 6,431 $2.01M 1.98% 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 6,431 $2.01M 2% 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 6,429 $2.01M 0.45% +16 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 6,427 $2.01M 0.99% -1,168 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 6,418 $2.01M 1.4% -178 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 6,408 $2.01M 0.95% -199 13F-HR Timeline Coastline Complete Wealth LLC More: the full row for Coastline Complete Wealth LLC 6,372 $1.99M 1.26% 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 6,360 $1.99M 0.2% 0 13F-HR Timeline October Effect Ltd More: the full row for October Effect Ltd 6,361 $1.99M 2.19% +5,301 13F-HR Timeline M. Kraus & Co More: the full row for M. Kraus & Co 6,361 $1.99M 0.56% 0 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 6,353 $1.99M 0.53% +580 13F-HR Timeline Geo Capital Gestora de Recursos Ltd More: the full row for Geo Capital Gestora de Recursos Ltd 6,334 $1.98M 4.1% -4,633 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 6,329 $1.98M 1.71% -571 13F-HR Timeline Maxi Investments CY Ltd More: the full row for Maxi Investments CY Ltd 6,325 $1.98M 0.36% -18,900 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 6,322 $1.98M 0.56% +1,811 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 6,319 $1.98M 0.96% +1,124 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 6,298 $1.97M 0.61% +1,427 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 6,286 $1.97M 0.57% -150 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 6,279 $1.97M 1.33% -2,402 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 6,269 $1.96M 0.51% +3,163 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 6,264 $1.96M 0.42% -2 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 6,263 $1.96M 1.13% +827 13F-HR Timeline Adams Asset Advisors, LLC More: the full row for Adams Asset Advisors, LLC 6,261 $1.96M 0.26% 0 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 6,255 $1.96M 0.88% -1,368 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 6,245 $1.95M 0.61% -137 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 6,245 $1.95M 1.67% -140 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 6,221 $1.95M 0.25% 0 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 6,220 $1.95M 0.75% +100 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 6,210 $1.94M 0.27% +110 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 6,207 $1.94M 0.71% +39 13F-HR Timeline WealthSpring Partners, LLC More: the full row for WealthSpring Partners, LLC 6,200 $1.94M 1.99% 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 6,194 $1.94M 0.41% -491 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 5,901 $1.94M 1.55% +236 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 6,189 $1.94M 0.47% +351 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 6,184 $1.94M 0.73% -5,092 13F-HR Timeline Group Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 6,180 $1.93M 0.59% -150 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 6,179 $1.93M 0.41% +1,702 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 6,176 $1.93M 1.91% 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 6,158 $1.93M 0.17% +5 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 6,151 $1.93M 0.05% +268 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 6,150 $1.92M 1.64% -18,421 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 6,128 $1.92M 0.37% -623 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 6,125 $1.92M 0.21% -6 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 6,122 $1.92M 1.14% -325 13F-HR Timeline Terra Alpha Investments LLC More: the full row for Terra Alpha Investments LLC 6,118 $1.91M 1.96% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 6,110 $1.91M 0.26% +115 13F-HR Timeline Permanens Capital L.P. More: the full row for Permanens Capital L.P. 6,110 $1.91M 0.25% +1,741 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 6,104 $1.91M 0.39% +26 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 6,100 $1.91M 1.37% 0 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 6,098 $1.91M 0.08% +303 13F-HR Timeline Group BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 6,095 $1.91M 0.94% +179 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 6,092 $1.91M 0.45% -502 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 6,091 $1.91M 1.68% +1,572 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 6,053 $1.89M 0.49% 0 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 6,050 $1.89M 0.41% +1,139 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 6,020 $1.88M 0.37% -92 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 6,020 $1.88M 1.26% -210 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 6,015 $1.88M 2.15% +610 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 5,649 $1.88M 0.53% +230 13F-HR Timeline RH Tailwind Management, LLC More: the full row for RH Tailwind Management, LLC 6,000 $1.88M 1.89% 13F-HR Timeline Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 5,996 $1.88M 1.33% 13F-HR Timeline Long Focus Capital Management, LLC More: the full row for Long Focus Capital Management, LLC 5,980 $1.87M 0.09% 0 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 5,973 $1.87M 1% +42 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 5,967 $1.87M 1.21% +40 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 5,964 $1.87M 0.26% -214 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 5,958 $1.86M 0.23% +1,570 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 5,948 $1.86M 0.73% +65 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 5,946 $1.86M 0.6% +723 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 5,943 $1.86M 0.64% +455 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 5,939 $1.86M 0.95% 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 5,936 $1.86M 0.54% -3,804 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 5,911 $1.85M 0.13% +143 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 5,908 $1.85M 0.22% +323 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 5,905 $1.85M 1.59% -80 13F-HR/A Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 5,889 $1.84M 0.44% -134 13F-HR Timeline Foundation Wealth Management, LLC More: the full row for Foundation Wealth Management, LLC 5,886 $1.84M 1.21% -254 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 5,867 $1.84M 2.31% -39 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 5,869 $1.84M 1.51% +59 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 5,865 $1.84M 0.83% +192 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 5,863 $1.84M 0.32% +733 13F-HR Timeline Alternative Investment Advisors, LLC. 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