Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 4,916 $1.19M 0.3% -24 13F-HR Timeline Broderick Brian C More: the full row for Broderick Brian C 4,901 $1.19M 0.22% 0 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 4,900 $1.19M 0.28% 0 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 4,896 $1.19M 0.16% +395 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 4,889 $1.19M 0.02% -5,378 13F-HR Timeline Group EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 4,882 $1.18M 0.08% -159 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 4,877 $1.18M 0.15% -15 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 4,875 $1.18M 0.06% -257 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 4,872 $1.18M 0.05% -160 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 4,866 $1.18M 0.08% +183 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 4,857 $1.18M 0.38% -174 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 4,855 $1.18M 0.06% +1,284 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 4,835 $1.17M 0.27% +289 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 4,823 $1.17M 0.12% -23 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 4,802 $1.16M 0.41% -1,523 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 4,798 $1.16M 0.25% +389 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 4,794 $1.16M 0.13% +204 13F-HR Timeline Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 4,790 $1.16M 0.02% -62 13F-HR Timeline Piedmont Capital Management, LLC More: the full row for Piedmont Capital Management, LLC 4,719 $1.16M 0.59% -205 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 4,773 $1.16M 0.09% -508 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 4,766 $1.16M 0.3% -140 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 4,760 $1.15M 0.63% +824 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 4,758 $1.15M 0.51% +2,489 13F-HR Timeline Guilbault Capital LLC More: the full row for Guilbault Capital LLC 4,732 $1.15M 1.26% -310 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 4,726 $1.15M 0.05% +1,522 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 4,721 $1.14M 0.32% -66 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 4,722 $1.14M 0.2% -277 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 4,716 $1.14M 0.31% +12 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 4,713 $1.14M 0.38% +250 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 4,711 $1.14M 0.09% +1,345 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 4,706 $1.14M 1.01% -40 13F-HR Timeline Group Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 4,702 $1.14M 0.06% -762 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 4,698 $1.14M 0.02% +877 13F-HR Timeline Group Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 4,685 $1.14M 0.49% +3,947 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 4,683 $1.14M 0.58% +3,908 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 4,682 $1.13M 0.1% +16 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 4,678 $1.13M 0.43% +153 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 5,283 $1.13M 0.11% -177 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 4,659 $1.13M 0.07% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 4,656 $1.13M 0.13% -49 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 4,642 $1.13M 0.43% -7,647 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 4,638 $1.12M 0.16% 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 4,636 $1.12M 0.15% -21 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 4,628 $1.12M 0.02% +1,816 13F-HR/A Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 4,612 $1.12M 0.05% -184 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 4,603 $1.12M 0.1% +354 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 4,598 $1.11M 0.75% +22 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 4,597 $1.11M 0.33% +140 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 4,586 $1.11M 0.38% +2 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 4,585 $1.11M 0.29% -2,293 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 3,750 $1.11M 0.09% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 4,580 $1.11M 0.55% +420 13F-HR Timeline R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC More: the full row for R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC 4,573 $1.11M 0.65% 0 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 4,564 $1.11M 0.39% -256 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 4,562 $1.11M 0.23% +19 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 4,552 $1.1M 0.55% 0 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 4,546 $1.1M 0.14% +3,119 13F-HR Timeline FORTERIS WEALTH MANAGEMENT INC. More: the full row for FORTERIS WEALTH MANAGEMENT INC. 4,546 $1.1M 1.05% +2,090 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 4,541 $1.1M 0.19% +290 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 4,540 $1.1M 0.28% -3,600 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 4,407 $1.1M 0.65% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 4,516 $1.09M 0.88% -4,571 13F-HR Timeline PeakShares LLC More: the full row for PeakShares LLC 4,516 $1.09M 1% +1,252 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 4,514 $1.09M 0.07% +24 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 4,502 $1.09M 0.65% +307 13F-HR Timeline PURSUIT WEALTH STRATEGIES, LLC More: the full row for PURSUIT WEALTH STRATEGIES, LLC 4,502 $1.09M 1.52% +2 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 4,495 $1.09M 0.65% 0 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 4,489 $1.09M 0.55% +75 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 4,477 $1.09M 0.52% +602 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 4,473 $1.08M 0.33% +450 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 4,473 $1.08M 0.66% -156 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 4,466 $1.08M 0.14% 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 4,460 $1.08M 0.09% +1 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 4,452 $1.08M 0.31% -4 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 4,445 $1.08M 0.04% +58 13F-HR Timeline Group PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 4,435 $1.07M 0.56% 0 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 4,432 $1.07M 0.11% -25 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 4,430 $1.07M 0.36% +51 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 4,430 $1.07M 0.88% +2,351 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 4,433 $1.07M 0.29% +61 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 4,417 $1.07M 0.24% +101 13F-HR Timeline CORDA Investment Management, LLC. More: the full row for CORDA Investment Management, LLC. 4,412 $1.07M 0.07% -324 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 4,395 $1.07M 0.2% +752 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 4,393 $1.06M 0.51% 0 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 4,387 $1.06M 0.42% -26 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 4,383 $1.06M 0.12% +225 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 4,383 $1.06M 0.06% +177 13F-HR Timeline Group Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 4,376 $1.06M 0.54% +974 13F-HR Timeline Group TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 4,367 $1.06M 0.27% +35 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 4,359 $1.06M 0.29% -296 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 4,355 $1.06M 0.15% -138 13F-HR Timeline Group FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 4,352 $1.05M 0.15% 0 13F-HR Timeline Group BANK OF STOCKTON More: the full row for BANK OF STOCKTON 4,349 $1.05M 0.33% -287 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 4,347 $1.05M 0.1% +583 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 4,332 $1.05M 0.05% -37 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 4,329 $1.05M 0.31% +21 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 4,315 $1.05M 0.23% -334 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 4,303 $1.04M 0.14% +597 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 4,299 $1.04M 0.16% +121 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 4,292 $1.04M 0.21% +450 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 4,288 $1.04M 0.11% +200 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 4,267 $1.03M 0.21% -304 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 4,265 $1.03M 0.1% -34 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 4,254 $1.03M 0.16% +1,074 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 4,238 $1.03M 0.21% +1 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 4,226 $1.02M 0.29% 0 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 4,226 $1.02M 0.32% -244 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 4,219 $1.02M 0.07% +1,038 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 4,211 $1.02M 0.04% +445 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 4,209 $1.02M 0.05% new 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 4,207 $1.02M 0.45% -79 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 4,207 $1.02M 0.25% -450 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 4,204 $1.02M 0.06% +4 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 4,201 $1.02M 0.06% +25 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 4,190 $1.02M 0.1% +704 13F-HR Timeline BANYAN CAPITAL MANAGEMENT, INC. More: the full row for BANYAN CAPITAL MANAGEMENT, INC. 4,187 $1.01M 0.44% -29 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 4,187 $1.01M 0.78% -49,106 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 4,179 $1.01M 0.23% -5,443 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 4,178 $1.01M 0.3% -148 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 4,170 $1.01M 0.06% -100 13F-HR Timeline Drum Hill Capital, LLC More: the full row for Drum Hill Capital, LLC 4,168 $1.01M 0.93% 0 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 4,167 $1.01M 0.31% -154 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 4,164 $1.01M 0.13% -220 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 4,164 $1.01M 0.1% -633 13F-HR Timeline Group Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 4,164 $1.01M 0.58% -99 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 4,154 $1.01M 0.24% +2,754 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 4,141 $1M 0.08% +1 13F-HR Timeline Monte Financial Group, LLC More: the full row for Monte Financial Group, LLC 4,107 $995K 0.35% -160 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 4,104 $995K 0.06% -787 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 4,100 $994K 0.48% +1,413 13F-HR Timeline TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 4,097 $993K 0.15% -396 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 4,512 $992K 0.1% +709 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 4,091 $992K 0.19% -306 13F-HR/A Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 4,090 $991K 0.17% +933 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,078 $988K 0.05% +82 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 4,068 $986K 0.18% -727 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 4,064 $985K 0.34% +3 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 4,063 $984K 0.23% +91 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 4,059 $984K 0.38% -398 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 4,055 $983K 0.49% +101 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 4,054 $983K 0.75% -40 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,053 $982K 0.04% +284 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 3,958 $982K 0.31% -1,668 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 4,050 $982K 0.12% -190 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 4,300 $981K 0.33% -72 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 4,029 $976K 0.32% +435 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 4,018 $974K 0.48% +71 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 4,016 $973K 0.13% -704 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 4,011 $972K 0.67% +483 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 4,009 $972K 0.18% +3,063 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 3,998 $969K 0.33% -3,135 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 3,995 $968K 0.13% +714 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 3,990 $967K 0.22% -58 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 3,984 $966K 0.1% -465 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 3,982 $965K 0.35% -20 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 3,980 $965K 0.04% -48 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 3,977 $964K 0.29% +4 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 3,971 $962K 0.43% +52 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 3,967 $962K 0.28% +91 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 3,966 $961K 0.47% +180 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 3,965 $961K 0.14% new 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 3,957 $959K 0.44% -67 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 3,951 $958K 0.45% +1,686 13F-HR Timeline City State Bank More: the full row for City State Bank 3,948 $957K 0.25% +49 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 3,944 $956K 0.2% +50 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 3,944 $956K 0.39% +150 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 3,943 $956K 0.33% -2,032 13F-HR Timeline PINCUS CAPITAL MANAGEMENT, LP More: the full row for PINCUS CAPITAL MANAGEMENT, LP 3,935 $954K 0.66% -225 13F-HR Timeline OFS Enterprise LLC More: the full row for OFS Enterprise LLC 3,932 $953K 0.28% 13F-HR Timeline Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 4,116 $951K 0.59% +355 13F-HR Timeline WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 3,919 $950K 0.63% +224 13F-HR Timeline Griffith & Werner, Inc. More: the full row for Griffith & Werner, Inc. 3,909 $948K 0.47% +20 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 3,900 $945K 0.07% -70 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 3,886 $942K 0.58% -500 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 3,882 $941K 0.05% -562 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 3,881 $941K 0.15% -24 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 3,673 $939K 0.1% +2,864 13F-HR Timeline 111 Capital More: the full row for 111 Capital 3,868 $938K 0.23% +3,066 13F-HR Timeline Pekao Towarzystwo Funduszy Inwestycyjny… More: the full row for Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 3,868 $938K 0.7% new 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 3,866 $937K 0.22% +101 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 3,849 $933K 0.19% +2 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 3,847 $932K 0.8% -375 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 3,843 $932K 0.08% -266 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 3,840 $931K 0.25% +236 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 3,837 $930K 0.47% +1,051 13F-HR Timeline IMZ Advisory Inc More: the full row for IMZ Advisory Inc 3,837 $930K 0.35% 0 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 3,830 $928K 0.23% -45 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 3,828 $928K 0.18% -59 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 3,826 $928K 0.06% +727 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 3,821 $926K 0.07% +39 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 3,821 $926K 0.08% -542 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 3,820 $926K 0.55% +1,134 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 3,813 $924K 0.11% 0 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 3,810 $923K 0.39% -53 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 3,809 $923K 0.48% +425 13F-HR Timeline Dorsey Wright & Associates More: the full row for Dorsey Wright & Associates 3,791 $919K 0.11% -14,148 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 3,783 $917K 0.3% -100 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 3,781 $916K 0.59% -299 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 3,780 $916K 0.09% +214 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 3,778 $916K 0.18% +100 13F-HR Timeline