Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 5,644 $411K 0.04% +1,450 13F-HR Timeline Group Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 5,640 $410K 0.09% 0 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 5,595 $407K 0.01% +25 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 5,581 $406K 0.02% +1,000 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 5,560 $405K 0.23% +1,026 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 5,532 $403K 0.03% +792 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 5,500 $400K 0.25% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 5,498 $400K 0.05% 0 13F-HR Timeline Christensen, King & Associates Investme⦠More: the full row for Christensen, King & Associates Investment Services, Inc. 5,497 $400K 0.17% -100 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 5,492 $400K 0.04% +4,477 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 5,456 $397K 0.06% 0 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 5,455 $397K 0.09% new 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 5,453 $397K 0.04% +510 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 5,452 $397K 0.2% +60 13F-HR Timeline PRENTISS SMITH & CO INC More: the full row for PRENTISS SMITH & CO INC 5,391 $392K 0.22% 0 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 5,377 $391K 0.03% new 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 5,365 $390K 0.18% -409 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 5,363 $390K 0.03% -64 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 5,356 $390K 0.09% -1,236 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 5,344 $389K 0.38% +1,806 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 5,329 $388K 0.07% -318 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 5,288 $385K 0.01% new 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 5,277 $384K 0.16% 0 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 5,269 $383K 0.1% 0 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 5,266 $383K 0.04% +1,912 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 5,250 $382K 0.08% 0 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 5,249 $382K 0.11% 0 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 4,936 $382K 0.03% +52 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 5,223 $380K 0.11% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 5,380 $380K 0.13% +823 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 5,207 $379K 0.01% +518 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 5,200 $378K <0.01% +161 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 5,193 $378K 0.1% 0 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 5,184 $377K 0.32% +143 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 5,178 $377K 0.01% -17 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 5,164 $376K 0.04% +147 13F-HR Timeline Lesa Sroufe & Co More: the full row for Lesa Sroufe & Co 5,142 $374K 0.3% 0 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 5,131 $373K 0.01% 0 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 5,035 $366K 0.01% -4,058 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 5,019 $365K 0.21% +465 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 5,015 $365K 0.05% +49 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 5,006 $364K 0.01% +1,638 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 5,000 $364K 0.21% new 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 4,952 $360K 0.04% -1,404 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 4,946 $360K 0.11% new 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 4,938 $359K 0.15% -55 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 4,937 $359K 0.04% +793 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 4,936 $359K 0.14% 0 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 4,935 $359K 0.02% -20,879 13F-HR Timeline Hutchens & Kramer Investment Management⦠More: the full row for Hutchens & Kramer Investment Management Group, LLC 4,928 $359K 0.14% +352 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 4,925 $358K 0.09% 0 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 4,851 $353K 0.01% +7 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 4,842 $352K 0.02% +472 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 4,839 $352K 0.02% -2,134 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 4,819 $351K 0.03% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 4,815 $350K 0.07% 0 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 4,814 $350K 0.08% -225 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 4,748 $346K 0.08% 0 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 4,424 $345K 0.23% +174 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 4,177 $345K 0.12% +836 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 4,727 $344K 0.1% -86 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 5,500 $343K 0.29% -1,000 13F-HR/A Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 4,702 $342K 0.08% +164 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 4,695 $342K 0.01% 0 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 4,673 $341K 0.06% -312 13F-HR Timeline Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 4,650 $338K 0.15% 0 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 4,649 $338K 0.02% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 4,636 $337K 0.24% 0 13F-HR Timeline Envision Financial Planning, LLC More: the full row for Envision Financial Planning, LLC 4,632 $337K 0.14% 0 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 4,622 $336K 0.08% 0 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 4,616 $336K 0.18% new 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 4,473 $335K 0.02% +211 13F-HR Timeline MKD WEALTH COACHES, LLC More: the full row for MKD WEALTH COACHES, LLC 4,595 $334K 0.33% -451 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 4,587 $334K 0.29% new 13F-HR Timeline 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 4,580 $333K 0.02% -295 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 4,569 $332K 0.21% 0 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 4,525 $329K 0.26% 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 4,525 $329K 0.08% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 4,524 $329K 0.01% +9 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS⦠More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 4,524 $329K 0.05% +434 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 4,514 $328K 0.05% +15 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 4,513 $328K 0.2% new 13F-HR Timeline VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 4,505 $328K 0.07% 0 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 4,500 $327K 0.1% -10 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 4,486 $326K 0.14% -3,027 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 4,477 $326K 0.17% +465 13F-HR Timeline AMERICAN ASSET MANAGEMENT INC. More: the full row for AMERICAN ASSET MANAGEMENT INC. 4,473 $326K 0.29% new 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 4,156 $324K 0.09% -724 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 4,436 $323K 0.1% 0 13F-HR Timeline SFM, LLC d/b/a Sweeney Financial Adviso⦠More: the full row for SFM, LLC d/b/a Sweeney Financial Advisors 4,419 $322K 0.19% -618 13F-HR Timeline NDVR, Inc. 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More: the full row for Mid-American Wealth Advisory Group, Inc. 4,298 $313K 0.14% -199 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 4,296 $313K 0.03% new 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 4,281 $312K 0.02% -1,236 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 4,149 $302K 0.02% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 4,147 $302K 0.02% +1,384 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,142 $301K 0.02% +269 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 4,115 $299K 0.06% -171 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 4,113 $299K 0.05% 0 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 4,104 $299K 0.02% 0 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 4,100 $298K 0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 4,095 $298K 0.01% +500 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 4,070 $296K 0.14% new 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 4,061 $296K 0.01% 0 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 4,049 $295K 0.15% +264 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 4,012 $292K 0.1% +422 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 3,983 $290K 0.03% new 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 3,972 $289K 0.08% -65 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 3,961 $288K 0.16% 0 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 3,935 $286K 0.03% +500 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 3,931 $286K 0.03% -180 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 3,915 $285K 0.06% 0 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 3,911 $285K 0.06% -402 13F-HR Timeline Dentgroup LLC More: the full row for Dentgroup LLC 3,905 $284K 0.18% new 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 3,904 $284K 0.01% +46 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 3,900 $284K 0.02% 0 13F-HR Timeline Group Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 3,904 $283K 0.12% 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 3,878 $282K 0.02% 0 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 3,741 $281K 0.01% new 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 3,851 $280K 0.03% +199 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 3,845 $280K 0.12% -300 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 3,843 $280K 0.14% 0 13F-HR Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 3,836 $279K 0.06% 0 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 3,834 $279K 0.06% 0 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 3,834 $279K 0.05% -805 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 3,827 $279K 0.05% new 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 3,827 $278K 0.13% -773 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 3,824 $278K 0.08% 0 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 3,820 $278K 0.04% 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 3,810 $277K 0.03% 0 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 3,786 $276K 0.04% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 3,783 $275K 0.19% -232 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 3,780 $275K 0.03% 0 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 3,773 $275K 0.04% -15 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 3,770 $274K 0.13% 0 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 3,763 $274K 0.02% -119 13F-HR Timeline BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 3,660 $273K 0.05% new 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 3,751 $273K <0.01% new 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 3,750 $273K 0.01% -3,200 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 3,750 $273K 0.02% new 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 3,745 $273K 0.08% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,766 $272K 0.02% +925 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 3,722 $271K 0.03% -29 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 885 $270K 0.03% new 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 3,710 $270K 0.03% -147 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 3,709 $270K 0.02% +26 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 3,707 $270K 0.07% 0 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 3,577 $270K 0.06% +13 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 3,684 $268K 0.14% +1,613 13F-HR Timeline International Private Wealth Advisors L⦠More: the full row for International Private Wealth Advisors LLC 3,645 $265K 0.17% -394 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 3,631 $264K 0.06% 0 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 4,056 $264K 0.1% 0 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 3,627 $264K 0.19% 0 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 3,610 $263K 0.06% new 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 3,603 $262K 0.01% +159 13F-HR Timeline Group Hardman Johnston Global Advisors LLC More: the full row for Hardman Johnston Global Advisors LLC 3,600 $262K 0.01% 0 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 3,594 $261K 0.03% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,583 $261K 0.01% new 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 3,579 $260K 0.17% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 3,565 $259K 0.11% 0 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 3,565 $259K 0.01% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 3,557 $259K <0.01% -6,530 13F-HR Timeline Federation des caisses Desjardins du Qu⦠More: the full row for Federation des caisses Desjardins du Quebec 3,553 $259K <0.01% -436 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 3,552 $258K 0.12% 0 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 3,546 $258K 0.11% +74 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 3,537 $257K 0.06% -113 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 3,525 $257K <0.01% 0 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 3,520 $256K 0.04% 0 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 3,518 $256K 0.08% new 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 3,517 $256K 0.02% 0 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 3,511 $255K 0.03% -2,948 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 3,506 $255K 0.11% new 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 3,506 $255K 0.11% -406 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 3,382 $255K 0.09% 0 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 3,497 $254K <0.01% new 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 3,497 $254K 0.12% new 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 3,486 $254K 0.03% 0 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 3,484 $254K 0.06% 0 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 3,481 $253K 0.09% +30 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 3,470 $253K 0.04% -611 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 3,461 $252K 0.04% 0 13F-HR Timeline Group Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 3,457 $252K 0.02% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 3,456 $251K 0.08% +289 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 3,450 $251K 0.09% -4 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 3,448 $251K 0.17% 0 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 3,431 $250K 0.09% new 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 3,431 $250K 0.04% +1 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 3,427 $249K 0.12% -223 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 3,422 $249K 0.06% 0 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 3,397 $247K 0.04% -145 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 3,384 $246K 0.17% -191 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 3,376 $246K 0.02% -461 13F-HR Timeline