Archer Investment Corp More: the full row for Archer Investment Corp 6,958 $672K 0.13% 0 13F-HR/A Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 6,954 $672K 0.08% +3 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 6,950 $671K 0.2% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 6,936 $670K 0.04% +26 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 6,649 $669K 0.2% 0 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 6,917 $668K 0.07% +219 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 6,908 $667K 0.03% +7 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 6,887 $665K 0.12% -244 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 6,884 $665K 0.06% -652 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 6,881 $665K 0.16% +903 13F-HR Timeline ALLSTREET CAPITAL ADVISORS LLC More: the full row for ALLSTREET CAPITAL ADVISORS LLC 6,880 $664K 0.43% +1,194 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 6,876 $664K 0.11% -58 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 6,872 $664K 0.02% +2,314 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 6,848 $661K 0.22% +620 13F-HR Timeline PMG Wealth Management, Inc. More: the full row for PMG Wealth Management, Inc. 6,831 $660K 0.41% -395 13F-HR Timeline HILLTOP WEALTH ADVISORS, LLC More: the full row for HILLTOP WEALTH ADVISORS, LLC 6,829 $660K 0.33% -11 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 6,829 $660K 0.1% -185 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $659K 0.16% new 13F-HR Timeline Amount filed as zero, left out of ratios. Destination Wealth Management More: the full row for Destination Wealth Management 6,815 $658K 0.02% -365 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 6,811 $658K 0.07% -1,783 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 6,777 $655K 0.07% +617 13F-HR/A Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 6,764 $653K 0.04% -700 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 6,756 $652K 0.14% +358 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 6,752 $652K 0.05% -99 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 6,740 $651K 0.09% -3,932 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 6,723 $649K 0.16% +1,204 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 6,720 $649K 0.52% +464 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 6,699 $647K 0.18% -2,332 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 6,640 $641K 0.29% -50 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 6,632 $641K 0.1% +813 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 6,614 $639K 0.16% -11,086 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 6,612 $639K <0.01% -270 13F-HR Timeline Group GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 6,590 $636K 0.31% -22 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 6,590 $636K 0.06% +1,941 13F-HR Timeline MITCHELL CAPITAL MANAGEMENT CO More: the full row for MITCHELL CAPITAL MANAGEMENT CO 6,573 $635K 0.1% -625 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 6,512 $629K 0.15% -190 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 6,508 $629K 0.19% +2,808 13F-HR Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 6,499 $628K 0.01% -1,507 13F-HR Timeline Gray Private Wealth, LLC More: the full row for Gray Private Wealth, LLC 6,477 $626K 0.27% +765 13F-HR Timeline ELLERSON GROUP INC /ADV More: the full row for ELLERSON GROUP INC /ADV 6,472 $625K 0.37% +12 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 6,455 $623K 0.03% -54 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 6,446 $623K 0.24% -602 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 6,426 $621K 0.06% 0 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 6,390 $620K 0.46% -94 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 6,412 $619K 0.02% +900 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 6,409 $619K 0.09% +876 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 6,395 $618K 0.19% -370 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 6,390 $617K 0.22% -165 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 6,387 $617K 0.17% new 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 6,377 $616K 0.09% 0 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 6,377 $616K 1.15% 0 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 6,352 $613K 0.12% -30 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 6,350 $613K 0.09% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 6,276 $606K 0.06% +1,630 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 6,272 $606K 0.14% -100 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 6,274 $603K 0.09% -247 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 6,240 $603K 0.11% -888 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 6,239 $603K 0.03% 0 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 6,238 $602K 0.18% +1 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 6,235 $602K <0.01% +135 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 6,208 $600K 0.03% +225 13F-HR/A Timeline Chicago Wealth Management, Inc. More: the full row for Chicago Wealth Management, Inc. 6,192 $598K 0.21% -12 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 6,188 $598K 0.01% +400 13F-HR Timeline Thayer Financial, L.L.C. More: the full row for Thayer Financial, L.L.C. 6,154 $594K 0.54% +776 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 6,139 $593K 0.01% -375 13F-HR Timeline Group EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 6,137 $593K 0.14% -2 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 6,137 $593K 0.23% +172 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 6,068 $586K 0.39% +304 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 6,021 $582K 0.19% new 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 6,007 $580K 0.02% +224 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 6,001 $580K 0.3% -109 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 5,992 $579K 0.43% -291 13F-HR Timeline Bellars Harris Wealth Management, LLC More: the full row for Bellars Harris Wealth Management, LLC 5,983 $578K 0.12% 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 5,980 $578K 0.08% -132 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 5,976 $577K 0.03% +93 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 5,975 $577K 0.16% new 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 5,974 $577K 0.25% -245 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 5,971 $577K 0.02% +1,370 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 5,960 $576K 0.22% +1,526 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 5,947 $574K 0.02% +1,052 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 7,214 $573K 0.59% -4,548 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 5,919 $572K 0.51% 0 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 5,904 $570K 0.05% +90 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 5,889 $569K 0.41% +180 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 5,887 $569K 0.18% +6 13F-HR Timeline SUMMITPOINT CAPITAL MANAGEMENT More: the full row for SUMMITPOINT CAPITAL MANAGEMENT 5,882 $568K 0.61% -646 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 5,866 $567K 0.33% -10 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 5,868 $567K 0.27% +1,048 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 5,865 $566K 0.06% +987 13F-HR Timeline Avise Financial Cooperative, Inc. More: the full row for Avise Financial Cooperative, Inc. 5,849 $565K 0.4% +155 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 5,848 $565K 0.09% +203 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 5,811 $561K 0.19% -3 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 5,805 $561K 0.11% +2,594 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 5,794 $560K 0.03% +158 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 5,783 $559K 0.08% +163 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 5,726 $553K 0.13% 0 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 5,721 $553K 0.08% -651 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 5,719 $552K 0.03% +336 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 5,719 $552K 0.34% 0 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 5,715 $552K 0.19% -100 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 5,710 $551K 0.09% -781 13F-HR Timeline Berkeley, Inc More: the full row for Berkeley, Inc 5,693 $550K 0.17% +14 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 5,664 $547K 0.23% +129 13F-HR Timeline Trust Co More: the full row for Trust Co 5,663 $547K 0.05% 0 13F-HR Timeline Northern Lights Advisors, Inc. More: the full row for Northern Lights Advisors, Inc. 5,659 $547K 0.3% new 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 5,658 $546K 0.09% +2,570 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 5,655 $546K 0.02% -615 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 5,634 $544K 0.13% -50 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 5,621 $543K 0.06% +2,060 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 5,609 $542K 0.31% 0 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 5,601 $541K 0.22% 0 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 5,594 $540K 0.17% +3 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 5,569 $538K 0.07% -27 13F-HR Timeline Pearl Planning LLC More: the full row for Pearl Planning LLC 5,569 $538K 0.25% -18 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 5,564 $537K 0.08% -39 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 5,560 $537K 0.21% +2,655 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 5,532 $534K 0.14% -13 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 5,515 $533K 0.06% -559 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 5,497 $531K 0.24% +731 13F-HR Timeline DB&C Advisors, LLC More: the full row for DB&C Advisors, LLC 5,487 $530K 0.57% +54 13F-HR Timeline Shade Tree Advisors LLC More: the full row for Shade Tree Advisors LLC 5,469 $528K 0.31% 0 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 5,466 $528K 0.13% -11 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 5,448 $526K 0.34% new 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 5,439 $525K 0.11% -3,063 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 5,429 $524K 0.3% -335 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 5,427 $524K 0.15% 0 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 5,386 $520K 0.15% -9 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 5,348 $517K 0.09% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 5,315 $513K 0.05% +481 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 5,314 $513K 0.12% -420 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 5,295 $511K 0.03% +453 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 5,228 $506K 0.04% +306 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 5,236 $506K 0.15% -28 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 5,226 $505K 0.29% -71 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 5,194 $503K 0.16% -52 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 5,208 $503K 0.03% +765 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 5,196 $502K 0.05% +35 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 5,188 $501K 0.06% +93 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 5,177 $500K 0.2% -230 13F-HR Timeline CPWA, LLC More: the full row for CPWA, LLC 5,163 $499K 0.58% -587 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 5,162 $499K 0.04% 0 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 5,159 $498K 0.08% +302 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 5,149 $497K 0.25% new 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 5,142 $497K 0.03% -146 13F-HR Timeline Collaborative Capital Advisors LLC More: the full row for Collaborative Capital Advisors LLC 5,132 $496K 0.31% 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 5,127 $495K 0.06% -448 13F-HR Timeline GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 5,124 $495K 0.21% -32 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 5,119 $494K 0.39% -285 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 5,116 $494K 0.09% +685 13F-HR Timeline Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 5,085 $491K 0.05% 0 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 5,083 $491K 0.11% -593 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 5,081 $491K 0.04% +55 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 5,038 $487K 0.01% +1,458 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 5,029 $486K 0.13% +605 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 5,027 $485K 0.13% -731 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 5,039 $485K 0.13% -238 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 5,014 $484K 0.05% new 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 5,000 $483K 0.09% +426 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 4,989 $482K 0.22% 0 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 4,987 $482K 0.08% -110 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 4,986 $482K 0.18% +545 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 4,975 $481K 0.17% +43 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 4,998 $480K 0.07% 0 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 4,972 $480K 0.02% +2,226 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 4,963 $479K 0.15% +708 13F-HR Timeline Keenan, LLC More: the full row for Keenan, LLC 4,957 $479K 0.34% -2,039 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 4,948 $478K 0.08% -275 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 4,943 $477K 0.01% -92 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 4,940 $477K 0.07% -239 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 4,935 $477K 0.09% -760 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 4,935 $477K 0.15% +331 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 4,920 $475K 0.52% +6 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 4,896 $473K 0.05% +575 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 4,875 $471K 0.15% +74 13F-HR Timeline TRAN CAPITAL MANAGEMENT, L.P. More: the full row for TRAN CAPITAL MANAGEMENT, L.P. 4,855 $469K 0.05% 0 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 4,845 $468K 0.04% 0 13F-HR Timeline Group MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 4,842 $468K 0.06% +138 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 4,839 $467K 0.18% +294 13F-HR Timeline AUCTUS ADVISORS LLC More: the full row for AUCTUS ADVISORS LLC 4,833 $467K 0.39% 0 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 4,826 $466K 0.01% 0 13F-HR Timeline Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 4,817 $465K 0.08% -65 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 4,799 $463K 0.24% +4,661 13F-HR Timeline Seneca Financial Advisors LLC More: the full row for Seneca Financial Advisors LLC 4,787 $462K 0.12% +2 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 4,775 $461K <0.01% -452 13F-HR Timeline Group Wellington Grp LLC More: the full row for Wellington Grp LLC 4,760 $460K 0.12% -12 13F-HR/A Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 4,750 $459K 0.05% +24 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 4,722 $456K 0.33% +62 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 4,720 $456K 0.06% 0 13F-HR Timeline Group BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 4,714 $455K 0.1% 0 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 4,696 $454K 0.01% +481 13F-HR Timeline Port Capital LLC More: the full row for Port Capital LLC 4,685 $452K 0.02% new 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 4,679 $452K 0.11% +51 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 4,673 $451K 0.06% 0 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 4,669 $451K <0.01% -749 13F-HR Timeline Group Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 4,659 $450K 0.02% -4,597 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 4,643 $448K 0.03% +50 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 4,636 $448K 0.11% 0 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 4,625 $447K 0.12% -251 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 4,623 $446K 0.11% -142 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 4,615 $446K 0.22% -18 13F-HR Timeline