HILLTOP WEALTH ADVISORS, LLC More: the full row for HILLTOP WEALTH ADVISORS, LLC 6,840 $619K 0.37% 0 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 6,786 $614K 0.08% +1,123 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 6,765 $612K 0.22% -93 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 6,743 $610K 0.62% +2,395 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 6,728 $609K 0.26% +592 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 6,702 $607K 0.14% +272 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 6,698 $606K 0.08% new 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 6,690 $606K 0.31% 0 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 6,649 $602K 0.21% -1,500 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 6,612 $599K 0.34% +256 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 6,595 $597K 0.02% +2,909 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 6,579 $596K 0.04% +119 13F-HR Timeline Oath Planning, LLC More: the full row for Oath Planning, LLC 6,559 $594K 0.53% -66 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 6,555 $593K 0.23% +830 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 6,543 $592K 0.07% -396 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 6,521 $590K 0.1% -53 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 6,514 $590K 0.01% +837 13F-HR Timeline Group Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 6,510 $589K 0.29% -2,535 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 6,509 $589K 0.03% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 6,491 $588K 0.11% -340 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 6,464 $585K 0.14% +2,650 13F-HR Timeline ELLERSON GROUP INC /ADV More: the full row for ELLERSON GROUP INC /ADV 6,460 $585K 0.38% +70 13F-HR Timeline SUMMITPOINT CAPITAL MANAGEMENT More: the full row for SUMMITPOINT CAPITAL MANAGEMENT 6,528 $584K 0.74% 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 6,426 $582K 0.06% +2,003 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 6,398 $579K 0.1% +619 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 6,382 $578K 0.12% +12 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 6,377 $577K 0.1% -120 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 6,377 $577K 1.3% new 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 6,372 $577K 0.15% -173 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 6,372 $577K 0.11% +111 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 6,354 $575K 0.08% new 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 6,285 $569K 0.04% +236 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 6,283 $569K 0.52% +764 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 6,270 $568K 0.02% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 6,256 $566K 0.51% -196 13F-HR Timeline J. R. Prunier Capital Management LLC More: the full row for J. R. Prunier Capital Management LLC 6,249 $566K 0.24% +20 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 6,239 $565K 0.03% 0 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 6,237 $565K 0.19% -47 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 6,228 $564K 0.27% +3,056 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 6,219 $563K 0.29% -333 13F-HR Timeline Chicago Wealth Management, Inc. More: the full row for Chicago Wealth Management, Inc. 6,204 $562K 0.22% 0 13F-HR Timeline CPWA, LLC More: the full row for CPWA, LLC 5,750 $558K 0.67% 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 6,160 $558K 0.06% +72 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 6,139 $556K 0.15% -9 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 6,112 $553K 0.09% -75 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 6,110 $553K 0.34% +2 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 6,100 $552K <0.01% 0 13F-HR/A Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 5,788 $552K 0.01% 0 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 6,077 $550K 0.02% -2,920 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 6,074 $550K 0.07% -1,015 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 6,031 $546K 0.25% -51,232 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 6,005 $543K 0.17% -1,314 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 5,983 $542K 0.03% +71 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 5,978 $541K 0.15% 0 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 5,965 $540K 0.25% 0 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 5,919 $536K 0.54% 0 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 5,883 $533K 0.03% +516 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 5,881 $532K 0.18% -64 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 5,876 $532K 0.34% -144 13F-HR Timeline Latko Wealth Management, Ltd. More: the full row for Latko Wealth Management, Ltd. 5,852 $530K 0.26% new 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 5,819 $527K 0.09% 0 13F-HR Timeline Fortune Financial Group, Inc. More: the full row for Fortune Financial Group, Inc. 5,818 $527K 0.47% -7,255 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 5,815 $526K 0.2% 0 13F-HR Timeline Group Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 5,814 $526K 0.05% +1,957 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 5,814 $526K 0.2% 0 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 5,783 $524K 0.02% +54 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 5,778 $523K 0.14% -396 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 5,764 $522K 0.33% -121 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 5,764 $522K 0.38% -686 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 5,758 $521K 0.17% -482 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 5,734 $519K 0.13% -62 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 5,726 $518K 0.15% -5,726 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 5,719 $518K 0.36% 0 13F-HR Timeline Gray Private Wealth, LLC More: the full row for Gray Private Wealth, LLC 5,712 $517K 0.26% +439 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 5,709 $517K 0.39% new 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 5,700 $516K 0.13% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 5,696 $516K 0.1% +564 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 5,695 $516K 0.11% +55 13F-HR Timeline Avise Financial Cooperative, Inc. More: the full row for Avise Financial Cooperative, Inc. 5,694 $515K 0.43% +10 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 5,692 $515K 0.14% new 13F-HR Timeline ALLSTREET CAPITAL ADVISORS LLC More: the full row for ALLSTREET CAPITAL ADVISORS LLC 5,686 $515K 0.38% +50 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 5,684 $515K 0.13% -150 13F-HR Timeline Berkeley, Inc More: the full row for Berkeley, Inc 5,679 $514K 0.17% 0 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 5,676 $514K 0.12% -182 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 5,667 $513K 0.02% 0 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 5,664 $513K 0.41% -2,615 13F-HR Timeline Trust Co More: the full row for Trust Co 5,663 $513K 0.05% +340 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 5,645 $511K 0.1% +1,162 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 5,636 $510K 0.04% +115 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 5,626 $509K 0.26% -7,400 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 5,620 $509K 0.08% -1,555 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 5,609 $508K 0.33% -63 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 5,603 $507K 0.09% +2,273 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 5,601 $507K 0.23% new 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 5,596 $507K 0.07% -348 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 5,591 $506K 0.18% +40 13F-HR Timeline Pearl Planning LLC More: the full row for Pearl Planning LLC 5,587 $506K 0.27% 0 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 5,575 $505K 0.08% +1,254 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 5,571 $504K 0.02% 0 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 5,545 $502K 0.15% -144 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 5,535 $501K 0.26% +3,201 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 5,533 $501K 0.09% +923 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 5,519 $500K 0.12% +990 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 5,512 $499K 0.01% +1,327 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 5,480 $496K <0.01% new 13F-HR Timeline Group Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 5,477 $496K 0.37% 0 13F-HR Timeline Shade Tree Advisors LLC More: the full row for Shade Tree Advisors LLC 5,469 $495K 0.35% 0 13F-HR Timeline DB&C Advisors, LLC More: the full row for DB&C Advisors, LLC 5,433 $492K 0.64% -320 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 5,427 $491K 0.16% -66 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 5,418 $490K <0.01% +2,223 13F-HR Timeline Group VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 5,407 $489K 0.22% -157 13F-HR Timeline Heirloom Wealth Management More: the full row for Heirloom Wealth Management 5,404 $489K 0.09% new 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 5,404 $489K 0.42% 0 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 5,395 $488K 0.16% -1,065 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 5,383 $487K 0.03% +942 13F-HR Timeline Thayer Financial, L.L.C. More: the full row for Thayer Financial, L.L.C. 5,378 $487K 0.5% -81 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 5,367 $486K 0.09% +3,185 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 5,326 $482K 0.23% +1,126 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 5,322 $482K 0.1% +2,687 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 5,297 $480K 0.33% -514 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 5,288 $479K 0.03% +453 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 5,277 $477K 0.15% 0 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 5,264 $477K 0.16% -80 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 5,246 $475K 0.16% -667 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 5,227 $473K <0.01% +1,766 13F-HR Timeline Group New World Advisors LLC More: the full row for New World Advisors LLC 5,223 $473K 0.08% -856 13F-HR/A Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 5,198 $471K 0.06% -134 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 4,989 $470K 0.24% 0 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 4,922 $470K 0.04% +491 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 5,179 $469K 0.08% new 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 5,162 $467K 0.04% 0 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 5,161 $467K 0.06% +101 13F-HR Timeline GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 5,156 $467K 0.22% 0 13F-HR Timeline Coastline Complete Wealth LLC More: the full row for Coastline Complete Wealth LLC 5,144 $466K 0.29% new 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 5,140 $465K 0.22% 0 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 5,109 $463K 0.07% -4,844 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 5,097 $461K 0.08% 0 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 5,095 $461K 0.06% +129 13F-HR Timeline Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 5,085 $460K 0.05% -229 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 4,998 $459K 0.08% -773 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 4,726 $457K 0.06% +47 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 5,035 $456K 0.01% -154 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 5,026 $455K 0.05% +681 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 4,932 $447K 0.18% +1 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 4,914 $445K 0.52% +642 13F-HR Timeline Delta Wealth Advisors LLC More: the full row for Delta Wealth Advisors LLC 4,896 $443K 0.34% +295 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 4,895 $443K 0.01% +241 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 4,885 $442K 0.03% +24 13F-HR Timeline Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 4,882 $442K 0.09% -30 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 4,878 $442K 0.05% -1,183 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 4,876 $441K 0.15% -36 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 4,869 $441K 0.22% +1,692 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 4,857 $440K 0.08% 0 13F-HR Timeline TRAN CAPITAL MANAGEMENT, L.P. More: the full row for TRAN CAPITAL MANAGEMENT, L.P. 4,855 $440K 0.06% 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 $439K 0.05% +2,574 13F-HR Timeline Group First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 4,842 $438K 0.03% +1,265 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 4,834 $438K 0.05% -62 13F-HR Timeline AUCTUS ADVISORS LLC More: the full row for AUCTUS ADVISORS LLC 4,833 $438K 0.42% -562 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 4,826 $437K 0.01% 0 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 4,820 $436K 0.24% new 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 4,801 $435K 0.06% 0 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 4,801 $435K 0.15% -216 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 4,799 $434K 0.25% 0 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 4,795 $434K 0.13% +455 13F-HR Timeline Seneca Financial Advisors LLC More: the full row for Seneca Financial Advisors LLC 4,785 $433K 0.13% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 4,784 $433K 0.05% 0 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 4,777 $432K 0.15% new 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 4,772 $432K 0.13% -1,996 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 4,766 $431K 0.22% +1,062 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 4,765 $431K 0.21% +34 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 4,720 $427K 0.06% 0 13F-HR Timeline Group BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 4,714 $427K 0.11% +145 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 4,704 $426K 0.06% +1,135 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 4,680 $424K 0.23% -171 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 4,675 $423K 0.01% 0 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 4,673 $423K 0.06% 0 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 4,660 $422K 0.34% 0 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 4,649 $421K 0.05% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,646 $421K 0.05% -641 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 4,639 $421K 0.41% +4,300 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 4,636 $420K 0.12% new 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 4,633 $419K 0.23% 0 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 4,628 $419K 0.11% 0 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 4,604 $417K 0.15% 0 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 4,601 $417K 0.01% +836 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 4,598 $416K 0.14% 0 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 4,597 $416K 0.11% 0 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 4,593 $416K 0.03% -1,011 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 4,592 $416K 0.01% 0 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 4,585 $415K 0.42% 0 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 4,574 $414K 0.09% +27 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 4,567 $413K 0.07% +258 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 4,558 $413K 0.02% +1,421 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 4,548 $412K 0.07% -393 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 4,545 $411K 0.19% +258 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 4,518 $409K 0.14% +49 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 4,500 $407K 0.2% 0 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 4,451 $407K 0.01% +2,159 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 4,463 $404K 0.03% +68 13F-HR Timeline Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 4,446 $402K 0.4% +455 13F-HR Timeline