Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 24,076 $1.59M 0.8% +170 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 24,005 $1.58M 0.21% 0 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 23,968 $1.58M 0.29% -463 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 23,962 $1.58M 0.74% -13,126 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 23,913 $1.58M 1.14% -4,561 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 23,637 $1.56M 1.02% +112 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 23,591 $1.56M 0.16% -5,712 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 23,476 $1.55M 0.02% +6,328 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 23,438 $1.55M 0.01% -1,869 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 23,351 $1.54M 0.45% +221 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 23,323 $1.54M 0.14% +103 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 23,282 $1.53M 0.1% +246 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 23,239 $1.53M 0.32% +117 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 23,229 $1.53M 0.32% -241 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 23,129 $1.52M 0.02% 0 13F-HR Timeline Group DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 23,084 $1.52M 0.03% +5,987 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 23,033 $1.52M 0.63% +1,226 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 22,995 $1.52M 0.34% new 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 22,993 $1.52M 1.17% +4,500 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 22,926 $1.51M 0.55% +1,042 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 22,888 $1.51M 0.48% -150 13F-HR Timeline IFS Group,LLC More: the full row for IFS Group,LLC 22,654 $1.51M 1.32% 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 22,783 $1.5M 0.86% -3,554 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 22,514 $1.48M 0.13% +394 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 22,464 $1.48M 0.06% +339 13F-HR Timeline Group LPWM LLC More: the full row for LPWM LLC 22,342 $1.47M 0.39% +811 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 22,113 $1.46M 0.19% new 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 22,052 $1.45M 0.18% +1,598 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 21,895 $1.44M 0.49% -92 13F-HR Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 21,888 $1.44M 0.61% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 21,884 $1.44M 0.08% +917 13F-HR Timeline Group Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 21,737 $1.43M 0.19% +700 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 21,714 $1.43M 0.47% -276 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 21,613 $1.42M 0.81% +10,500 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 21,582 $1.42M 0.47% -935 13F-HR Timeline 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 21,504 $1.42M 0.08% +2,318 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 21,497 $1.42M 0.11% -165 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 21,488 $1.42M 0.02% -850 13F-HR Timeline MASSACHUSETTS FINANCIAL SERVICES CO /MA/ in group MASSACHUSETTS FINANCIAL SERVI… More: the full row for MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 21,453 $1.41M <0.01% 0 13F-HR Timeline Group Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 21,428 $1.41M 0.22% +11,455 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 21,392 $1.41M 0.11% -17,108 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 21,327 $1.41M 0.85% -174 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 21,203 $1.4M 0.27% -1 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 21,164 $1.4M 0.95% +1,785 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 21,130 $1.39M 0.7% -3,932 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 21,034 $1.39M 0.07% +156 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 20,979 $1.38M 0.64% -377 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 20,811 $1.37M 0.06% new 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 20,723 $1.37M 0.43% +7,294 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 20,705 $1.36M 0.16% +585 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 20,556 $1.36M 0.63% +5 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 20,545 $1.35M 0.57% -355 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 20,530 $1.35M 0.15% +1,388 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 24,968 $1.35M 0.11% -309 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 20,436 $1.35M 0.11% +2,862 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 20,251 $1.33M +2,206 Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 20,182 $1.33M 0.43% +1,998 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 20,044 $1.32M 0.28% +16,320 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 20,020 $1.32M 0.2% +3,322 13F-HR Timeline Group GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 19,921 $1.32M 0.31% +2,125 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 19,802 $1.31M 0.09% +1,600 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 19,756 $1.3M 0.51% +1,132 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 19,656 $1.3M 0.05% +2,376 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 19,617 $1.29M 0.28% 0 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 19,616 $1.29M 0.03% +868 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 19,446 $1.28M 0.03% -77 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 19,320 $1.27M 0.26% -778 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 19,270 $1.27M 0.22% -11 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 19,156 $1.26M 0.17% +1,064 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 19,042 $1.26M 0.37% +211 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 19,029 $1.25M 0.04% -935 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 18,962 $1.25M 0.2% +2,365 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 18,887 $1.25M 0.49% +3,547 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 18,882 $1.24M 0.28% +6,213 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 18,878 $1.24M 0.05% +1,138 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 18,836 $1.24M 0.78% +708 13F-HR Timeline BLKBRD Asset Management, LP More: the full row for BLKBRD Asset Management, LP 18,776 $1.24M 0.34% new 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 18,491 $1.24M 0.08% -13 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 18,728 $1.23M 0.42% -449 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 18,694 $1.23M 0.18% +66 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 18,671 $1.23M <0.01% +414 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 18,070 $1.23M 0.74% +1,797 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 18,637 $1.23M 0.05% -94 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 18,585 $1.23M 0.14% +164 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 18,543 $1.22M 0.32% +173 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 18,533 $1.22M 0.39% -364 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 18,511 $1.22M 0.15% -1,004 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 18,303 $1.21M 0.12% +4,519 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 18,268 $1.2M 0.41% +675 13F-HR Timeline PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 18,183 $1.2M 1.82% +5,868 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 18,165 $1.2M 0.53% -470 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 18,064 $1.19M 0.02% +395 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 18,028 $1.19M 0.45% +375 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 17,787 $1.17M 0.35% +1,716 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 17,732 $1.17M 0.61% 0 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 17,706 $1.17M 0.1% +47 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 17,216 $1.15M 0.21% -626 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 17,444 $1.15M 0.2% +5,819 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 17,423 $1.15M 0.42% 0 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 17,364 $1.14M 0.25% +1,833 13F-HR/A Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 17,347 $1.14M 0.39% +6,073 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 17,332 $1.14M 0.35% -210 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 17,279 $1.14M 0.01% +347 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 17,245 $1.14M 0.01% new 13F-HR Timeline Group Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 17,225 $1.14M 0.14% +984 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 17,220 $1.14M 0.18% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 17,169 $1.13M 0.06% -287 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 17,156 $1.13M 0.07% -181 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 17,131 $1.13M 0.06% +17,037 13F-HR Timeline William Howard & Co Financial Advisors … More: the full row for William Howard & Co Financial Advisors Inc 17,103 $1.13M 0.96% -526 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 17,008 $1.12M 1.56% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 16,974 $1.12M 0.03% -41,090 13F-HR/A Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 16,935 $1.12M 0.08% -501 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 16,928 $1.12M 0.45% +585 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 16,911 $1.11M 0.54% -201 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 16,855 $1.11M 0.95% -80 13F-HR Timeline CX Institutional More: the full row for CX Institutional 16,847 $1.11M 0.03% -213 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 16,680 $1.11M 0.06% +3,564 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 16,851 $1.11M 0.15% +1,523 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 16,789 $1.11M 0.11% +1,048 13F-HR Timeline Group Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 16,788 $1.11M 0.5% -2,350 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 16,704 $1.1M 0.19% +1,087 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 16,522 $1.09M 0.33% -1,805 13F-HR Timeline Group Petix & Botte Co More: the full row for Petix & Botte Co 16,509 $1.09M 0.25% -811 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 16,491 $1.09M 0.33% +95 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 16,486 $1.09M 0.05% +2,072 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 16,319 $1.08M 0.69% -181 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 16,298 $1.07M 0.13% +31 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 16,289 $1.07M 0.18% -584 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 16,228 $1.07M 0.17% +571 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 16,193 $1.07M 0.09% -27 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 16,152 $1.06M 0.21% +265 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 16,128 $1.06M 0.06% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 16,126 $1.06M 0.04% +2,411 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 16,030 $1.06M 0.13% 0 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 15,997 $1.05M 0.42% +152 13F-HR Timeline CORNERSTONE PARTNERS CAPITAL MANAGEMENT… More: the full row for CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC 15,978 $1.05M 3.05% 0 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 15,889 $1.05M 0.13% +1,492 13F-HR Timeline Group Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 15,880 $1.05M 0.78% +5,978 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 15,844 $1.04M 0.04% -787 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 15,812 $1.04M 0.07% +3,366 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 15,794 $1.04M 0.41% -2,171 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 15,790 $1.04M 0.09% -7,267 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 15,629 $1.03M 0.1% +919 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 15,605 $1.03M 0.65% -579 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 15,591 $1.03M 0.58% +3,032 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 15,561 $1.03M 0.25% +6,965 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 15,538 $1.02M 0.5% -1,298 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 15,478 $1.02M 0.09% -197 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 15,005 $1.02M 0.16% +5,001 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 15,394 $1.01M 0.22% -832 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 15,393 $1.01M 0.05% -551 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 15,319 $1.01M 0.05% new 13F-HR Timeline Group Montecito Bank & Trust More: the full row for Montecito Bank & Trust 15,245 $1M 0.16% 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 15,166 $1000K 0.26% +1,796 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 15,152 $999K 0.23% -668 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 15,114 $996K 0.04% -1,868 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 15,112 $996K 0.24% +1,103 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 15,068 $993K 0.16% new 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 15,025 $990K 0.72% +327 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 15,018 $990K 0.05% +286 13F-HR Timeline LIFE LINE WEALTH MANAGEMENT LLC More: the full row for LIFE LINE WEALTH MANAGEMENT LLC 15,014 $990K 0.3% -3,349 13F-HR Timeline Granby Capital Management, LLC in group Granby Capital Management, LLC More: the full row for Granby Capital Management, LLC 15,000 $989K 0.52% 0 13F-HR Timeline Group Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 14,951 $986K 0.61% +884 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 14,909 $983K 0.02% +4,406 13F-HR Timeline Group Investment Research Partners LLC More: the full row for Investment Research Partners LLC 14,206 $982K 0.44% 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 14,893 $982K 0.29% +1 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 14,844 $979K 0.37% +1,294 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 14,838 $978K 0.52% +481 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 14,832 $978K 0.22% +54 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 14,819 $977K 0.22% -5,165 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 14,688 $976K 0.36% +530 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 14,800 $976K 0.19% +1,555 13F-HR Timeline Axos Invest Inc. More: the full row for Axos Invest Inc. 14,799 $976K 0.73% -5,009 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 14,735 $971K 0.43% +1,178 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 14,612 $963K 0.32% -671 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 14,580 $961K 0.44% 0 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 18,424 $960K 1.4% 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 14,520 $957K 0.35% -394 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 14,393 $949K 0.02% +6,815 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 14,384 $948K 0.33% -42 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 14,268 $941K 0.23% -2,734 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 14,263 $940K 0.06% -1,276 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 14,260 $940K 0.13% -85 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 14,215 $937K 0.32% +1,196 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 14,196 $936K 0.07% +594 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 14,185 $935K 0.09% +3,082 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 14,177 $935K 0.08% -26 13F-HR Timeline Group GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 14,091 $929K 0.06% -3,620 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 14,008 $923K 0.12% 0 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 14,001 $923K 0.01% +193 13F-HR Timeline Group Forbes Financial Planning, Inc. More: the full row for Forbes Financial Planning, Inc. 13,380 $923K 0.61% +2,036 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 13,991 $922K 0.06% +1,752 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 13,980 $922K <0.01% -500 13F-HR Timeline Group Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 13,964 $921K 0.54% -674 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 13,937 $919K 0.05% +2,448 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 13,867 $914K 0.54% -243 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 13,590 $913K <0.01% -659 13F-HR Timeline Group Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 13,820 $911K 0.96% -6,629 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 13,813 $911K 0.07% +89 13F-HR Timeline