Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 13,690 $1.2M 0.19% +1,721 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 13,642 $1.19M 0.22% -6 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 13,641 $1.19M 0.7% -1,765 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 13,623 $1.19M 0.34% -635 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 14,222 $1.18M 0.16% -186 13F-HR/A Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 13,540 $1.18M 0.07% +176 13F-HR Timeline Group SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 13,534 $1.18M 0.09% +3,111 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 13,449 $1.17M 0.17% +788 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 13,430 $1.17M 0.36% new 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 13,387 $1.17M 0.08% -261 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 13,378 $1.17M 0.73% -48 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 13,300 $1.16M 0.04% +2,674 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 13,250 $1.16M 0.8% +16 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 13,202 $1.15M 0.43% -148 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 13,116 $1.15M 0.04% +1,745 13F-HR Timeline Sandhill Capital Partners LLC More: the full row for Sandhill Capital Partners LLC 13,105 $1.14M 0.08% +1,249 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 13,099 $1.14M 0.1% 0 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 13,085 $1.14M 0.07% +4,210 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 13,042 $1.14M 0.38% -491 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 13,040 $1.14M 0.12% +5,519 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 14,586 $1.14M 0.16% -65 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 13,006 $1.14M 2.02% -483 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 12,984 $1.13M 0.17% -50 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 12,925 $1.13M 0.52% -200 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 13,489 $1.13M 0.09% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 12,882 $1.12M 0.01% +3,178 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 12,857 $1.12M 0.36% +7,086 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 12,794 $1.12M 0.05% +2,555 13F-HR/A Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 12,737 $1.11M 0.93% -65 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 12,725 $1.11M 0.89% +420 13F-HR/A Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 12,700 $1.11M <0.01% -6,062 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 12,670 $1.11M 0.53% 0 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 12,627 $1.1M 0.46% 0 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 12,598 $1.1M 0.13% -4,637 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 12,560 $1.1M 0.29% -169 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 12,534 $1.09M 0.07% +84 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 12,509 $1.09M 0.15% +1,876 13F-HR Timeline GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 12,441 $1.09M 0.33% -1,241 13F-HR Timeline American Trust More: the full row for American Trust 12,399 $1.08M 0.09% +319 13F-HR Timeline Fortress Wealth Management, Inc. More: the full row for Fortress Wealth Management, Inc. 12,385 $1.08M 0.48% -1,964 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 12,442 $1.08M 0.87% -8 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 12,237 $1.07M 0.12% +65 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 12,232 $1.07M 0.16% -182 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 12,229 $1.07M 0.05% +1,720 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 12,079 $1.05M 0.09% +250 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 12,069 $1.05M 0.16% +150 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 12,007 $1.05M 0.32% +606 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 12,003 $1.05M 0.57% +200 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 12,001 $1.05M 2.41% -9 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 11,987 $1.05M 0.95% -237 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 11,974 $1.05M 0.64% +56 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 11,870 $1.04M 0.02% +2,700 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 11,857 $1.04M 0.1% -726 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 260 $1.03M 0.29% -11,713 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 11,825 $1.03M 0.05% +204 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 11,785 $1.03M 0.03% new 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 11,723 $1.02M 0.27% -239,295 13F-HR Timeline Traynor Capital Management, Inc. 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More: the full row for McGlone Suttner Wealth Management, Inc. 11,352 $991K 0.14% 0 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 11,340 $990K 0.06% +1,291 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 11,339 $990K 0.12% -2,683 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 11,331 $989K 0.38% +8,536 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 11,321 $988K 0.09% -208 13F-HR Timeline MITCHELL CAPITAL MANAGEMENT CO More: the full row for MITCHELL CAPITAL MANAGEMENT CO 11,271 $984K 0.17% +3,274 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 11,259 $983K 0.15% -16 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 11,083 $983K 0.59% -749 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 11,236 $981K 0.09% +1,309 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 11,135 $972K 0.27% -142 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 11,109 $970K 0.04% +4,908 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 11,013 $962K 0.31% +1,608 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 11,012 $961K 0.07% +1,151 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 10,996 $960K 0.2% 0 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 10,992 $960K 0.23% -105 13F-HR Timeline Holland Advisory Services, Inc. More: the full row for Holland Advisory Services, Inc. 10,961 $957K 1.31% 0 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 10,869 $949K 0.29% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 10,842 $947K 0.36% +15 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 10,774 $941K 0.41% +340 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 10,757 $939K 0.22% +890 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 10,748 $938K 0.32% -2,140 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 10,738 $938K 0.05% -756 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 10,699 $934K 0.18% 0 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 10,690 $933K 0.07% -180 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 10,641 $929K 0.05% -568 13F-HR Timeline Group Westmount Partners, LLC More: the full row for Westmount Partners, LLC 10,568 $929K 0.24% -536 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 10,606 $926K 0.34% -1,051 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 10,571 $923K 0.24% +1,080 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 10,533 $920K 0.06% -220 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 10,500 $917K 0.42% +647 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 10,498 $917K 0.05% +195 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 10,446 $912K 0.26% +230 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 10,444 $912K 0.45% -208 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 10,425 $910K 0.13% 0 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 10,407 $909K 0.05% new 13F-HR Timeline Group Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 10,376 $906K 0.16% +1,126 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 10,345 $903K 0.05% +96 13F-HR Timeline SEGALL BRYANT & HAMILL, LLC More: the full row for SEGALL BRYANT & HAMILL, LLC 10,307 $900K 0.01% -1,357 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 10,187 $889K 0.13% +7,306 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 10,063 $879K 0.15% 0 13F-HR Timeline Group GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 10,054 $878K 0.03% +357 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 10,004 $873K 0.03% new 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 9,996 $873K 0.21% -167 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 9,995 $873K 0.38% 0 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 9,945 $868K 0.38% 0 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 9,892 $864K 0.07% +541 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 9,830 $858K <0.01% +6,607 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 9,822 $858K 0.05% new 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 9,740 $855K 0.16% +104 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 9,796 $855K 0.13% -75 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 9,784 $854K 0.32% +198 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 9,614 $852K 0.38% 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 9,732 $850K 0.62% +707 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 9,719 $849K 0.19% +186 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 9,668 $844K 0.29% +1,000 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 9,593 $838K 0.09% +1,146 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 9,578 $836K 0.06% -100 13F-HR Timeline Group Harbor Group, Inc. More: the full row for Harbor Group, Inc. 9,574 $836K 0.13% -253 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 9,555 $834K 0.37% 0 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 9,541 $833K 0.06% +451 13F-HR Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 9,381 $830K 0.09% -252 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 9,467 $827K 0.64% +402 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 9,437 $824K 0.01% -599 13F-HR Timeline Group MOTCO More: the full row for MOTCO 9,424 $823K 0.08% +3,231 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 9,401 $821K 0.63% +4,889 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 9,350 $816K 0.53% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 9,341 $816K 0.07% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 9,314 $813K 0.01% -1,110 13F-HR Timeline JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 9,311 $813K 0.16% 0 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 9,265 $809K 0.14% -41 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 9,116 $802K 0.34% 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 9,167 $800K 0.25% 0 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 9,144 $798K 0.46% -9 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 9,121 $796K 0.13% -1,377 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 9,105 $795K 0.09% +1,643 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 9,097 $794K 0.14% -1,353 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 9,095 $794K 0.1% -20,929 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 9,089 $794K 0.05% +3,004 13F-HR Timeline Group Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 9,058 $791K 0.85% +506 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 9,005 $786K 0.09% +330 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 9,000 $786K 0.05% 0 13F-HR Timeline Group G&S Capital LLC More: the full row for G&S Capital LLC 8,938 $780K 0.29% -241 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 8,911 $778K 0.05% +1,227 13F-HR Timeline Haverford Financial Services, Inc. More: the full row for Haverford Financial Services, Inc. 8,900 $777K 0.22% 0 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 8,893 $776K 0.13% 0 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 8,884 $776K 0.05% 0 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 8,880 $775K 0.1% +2,954 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 8,879 $775K 0.01% +3,549 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 8,860 $774K 0.03% +246 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 9,285 $774K 0.06% 0 13F-HR Timeline KDK Private Wealth Management, LLC More: the full row for KDK Private Wealth Management, LLC 8,849 $773K 0.78% -85 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 8,834 $771K 0.33% 0 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 8,829 $771K 0.05% -35 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 8,821 $770K 0.04% -732 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 8,819 $770K 0.2% -28 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 8,814 $770K 0.1% 0 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 8,754 $764K 0.11% +319 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 8,713 $761K 0.32% -69 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 8,710 $761K 0.19% -11,497 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 8,698 $760K <0.01% 0 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 8,668 $757K 0.04% new 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 8,648 $755K 0.01% +1,395 13F-HR Timeline Group Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 8,629 $753K 0.11% +380 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 8,624 $753K 0.07% +243 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 8,551 $747K 0.15% -2,475 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 8,528 $745K 0.1% -393 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 8,502 $742K 0.33% -1,221 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 8,468 $739K 0.14% +83 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 8,462 $739K 0.61% +198 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 8,438 $738K 0.05% 0 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 8,426 $736K 0.05% 0 13F-HR/A Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 8,315 $726K 0.09% -45 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 8,254 $721K 0.02% -5,713 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 8,246 $720K 0.01% +4,032 13F-HR Timeline Group Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 8,182 $714K 0.07% +18 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 8,180 $714K 0.17% +30 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 8,150 $712K 0.03% -370 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 8,144 $711K 0.24% -19 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 8,476 $708K 0.08% +393 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 8,034 $701K 0.49% 0 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 7,821 $698K 0.3% +3,346 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 7,993 $698K 0.03% +247 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 7,986 $697K 0.12% +2,139 13F-HR Timeline Wise Wealth Partners More: the full row for Wise Wealth Partners 7,962 $695K 1.06% 0 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 7,955 $695K 0.1% -5 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 7,914 $691K 0.17% -3,815 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 7,871 $687K 0.05% -115 13F-HR Timeline Selective Wealth Management, Inc. 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