REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 17,008 $1.14M 1.73% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 16,996 $1.14M 0.1% -398,411 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 16,993 $1.14M 0.28% +11,425 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 16,954 $1.14M 0.26% +2,122 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 16,939 $1.14M 0.17% +1,934 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 16,931 $1.14M 0.18% +1,686 13F-HR Timeline Cassady Wealth & Retirement Planning, L… More: the full row for Cassady Wealth & Retirement Planning, LLC 16,922 $1.14M 0.74% 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 16,911 $1.14M 0.54% 0 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 16,908 $1.14M 0.72% 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 16,898 $1.14M 0.04% +1,054 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 16,853 $1.13M 0.09% +3,641 13F-HR Timeline Lexington Hill Partners, LLC More: the full row for Lexington Hill Partners, LLC 16,835 $1.13M 0.85% 13F-HR Timeline Town Capital LLC More: the full row for Town Capital LLC 16,738 $1.13M 0.92% 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 16,727 $1.12M 0.07% -208 13F-HR/A Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 16,708 $1.12M 0.97% 13F-HR Timeline Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 16,688 $1.12M 0.48% -100 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 16,494 $1.11M 0.17% +266 13F-HR Timeline William Howard & Co Financial Advisors … More: the full row for William Howard & Co Financial Advisors Inc 16,486 $1.11M 0.93% -617 13F-HR Timeline CORNERSTONE PARTNERS CAPITAL MANAGEMENT… More: the full row for CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC 16,427 $1.1M 3.04% +449 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 16,372 $1.1M 0.26% +811 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 16,359 $1.1M 0.55% +821 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 16,292 $1.1M 0.15% -5,136 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 16,263 $1.09M 0.17% new 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 16,248 $1.09M 0.56% +1,410 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 16,237 $1.09M 0.21% -52 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 16,215 $1.09M 0.92% -640 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 16,137 $1.08M 0.31% -1,195 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 16,088 $1.08M 0.25% +1,269 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 15,815 $1.08M 0.12% -14,962 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 16,030 $1.08M 0.12% 0 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 16,022 $1.08M 0.16% -682 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 15,988 $1.07M 0.09% -205 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 15,970 $1.07M 0.4% +176 13F-HR Timeline LIFE LINE WEALTH MANAGEMENT LLC More: the full row for LIFE LINE WEALTH MANAGEMENT LLC 15,877 $1.07M 0.32% +863 13F-HR Timeline American Trust More: the full row for American Trust 15,859 $1.07M 0.09% -16,235 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 15,799 $1.06M 0.1% +321 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 15,786 $1.06M 0.46% +1,051 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 15,771 $1.06M 0.64% -5,556 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 15,728 $1.06M 0.05% +335 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 15,700 $1.06M 0.07% -112 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 15,624 $1.05M 0.14% -674 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 15,614 $1.05M 0.1% -15 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 15,580 $1.05M 0.08% -210 13F-HR Timeline Keenan, LLC More: the full row for Keenan, LLC 15,501 $1.04M 0.92% 13F-HR/A Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 15,460 $1.04M 0.24% +308 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 15,449 $1.04M 0.02% new 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 15,434 $1.04M 0.25% +9,433 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 15,412 $1.04M 0.65% 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 15,403 $1.04M 0.65% +8,239 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 15,403 $1.04M 0.31% +791 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 15,393 $1.03M 0.72% +368 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 15,280 $1.03M 0.31% +1,065 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 15,228 $1.02M 0.23% -1,281 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 15,127 $1.02M 0.24% +859 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 15,073 $1.01M 0.29% +180 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 15,068 $1.01M 0.16% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 15,032 $1.01M 0.05% +14 13F-HR Timeline Granby Capital Management, LLC in group Granby Capital Management, LLC More: the full row for Granby Capital Management, LLC 15,000 $1.01M 0.54% 0 13F-HR Timeline Group Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 14,970 $1.01M 0.61% -635 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 13,645 $1.01M 0.02% +4,778 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 14,908 $1M 0.1% +723 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 14,868 $999K 0.07% +672 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 14,842 $998K 0.11% +3,516 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 14,745 $991K 0.17% -55 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 14,715 $989K 0.05% -399 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 14,695 $988K 0.21% -699 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 14,616 $983K 0.07% +6,994 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 14,592 $981K 0.54% -11,842 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 14,580 $980K 0.39% 0 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 14,529 $977K 0.35% +9 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 14,498 $975K 0.04% -1,988 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 14,494 $974K 0.04% +557 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 14,457 $972K 0.06% +194 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 14,421 $969K 0.32% new 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 14,380 $967K 0.42% +174 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 14,371 $966K 0.07% +1,420 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 14,368 $966K 2.29% +3,691 13F-HR/A Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 14,361 $965K 0.33% -483 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 14,238 $957K 0.99% -4,186 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 14,208 $955K 0.09% +31 13F-HR Timeline Group Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 14,137 $950K 0.67% 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 14,039 $944K 0.36% +634 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 14,017 $942K 0.06% +10,475 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 14,016 $942K 0.23% -8,979 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 13,992 $941K 0.01% -9 13F-HR Timeline Group AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 13,970 $939K <0.01% -10 13F-HR Timeline Group Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 13,905 $935K 0.12% +4,666 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 13,851 $931K 0.54% -113 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 13,778 $926K 0.07% -35 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 13,754 $925K 0.32% +1,125 13F-HR Timeline STRATEGIC ADVISORY PARTNERS, LLC More: the full row for STRATEGIC ADVISORY PARTNERS, LLC 13,725 $923K 0.77% 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 13,679 $920K 0.56% -1,272 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 13,647 $917K 0.12% +4,629 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 13,642 $917K 0.17% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 13,619 $915K 0.19% -5 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 13,606 $915K 0.33% -48 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 13,604 $914K 0.13% +787 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 13,596 $914K <0.01% +7,305 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 12,587 $914K 0.6% +2,310 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 13,585 $913K 0.32% +13,486 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 13,584 $913K 0.06% -507 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 13,559 $911K 0.1% +7,615 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 13,519 $909K 0.13% +2,078 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 13,469 $905K 0.07% new 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 13,435 $903K 0.91% +3,184 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 13,424 $902K 0.08% +283 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 13,362 $898K 0.33% +35 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 13,352 $898K 0.23% -1,814 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 13,346 $897K 0.3% +560 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 13,289 $893K 0.06% -702 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 13,277 $893K 0.01% +2,480 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 13,276 $892K 0.03% +3,441 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 13,271 $892K 0.45% +1,846 13F-HR Timeline Peirce Capital Management, LLC More: the full row for Peirce Capital Management, LLC 13,241 $890K 0.35% -176 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 13,189 $887K 0.69% +4,910 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 13,181 $886K 0.02% +3,134 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 13,149 $884K 0.27% +665 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 13,145 $884K 0.24% +146 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 13,141 $883K <0.01% -449 13F-HR Timeline Group Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 13,132 $883K 0.07% +4,037 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 13,131 $883K 0.46% +6,043 13F-HR Timeline Aegis Wealth Management, Inc. More: the full row for Aegis Wealth Management, Inc. 13,130 $883K 0.69% 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 13,089 $880K 0.36% +7,198 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 13,072 $879K 0.49% +1,695 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 13,024 $875K 0.31% new 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 12,965 $872K 0.38% +2,212 13F-HR Timeline Shade Tree Advisors LLC More: the full row for Shade Tree Advisors LLC 12,943 $870K 0.66% +3,013 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 12,838 $863K 0.22% -362 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 12,835 $863K 0.09% +1,490 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 12,759 $858K 0.29% +49 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 12,731 $856K 0.41% +4,671 13F-HR Timeline Contango Wealth Management LLC More: the full row for Contango Wealth Management LLC 12,717 $855K 0.96% 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 12,647 $850K 0.17% +3,027 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 12,647 $850K 0.65% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 12,591 $846K 0.67% 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 12,556 $844K 0.35% +416 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 12,543 $843K 0.17% +2,391 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 12,543 $843K 0.25% +1,313 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 12,535 $843K 0.6% +4,614 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 12,504 $841K 0.48% new 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 12,435 $836K 0.03% -859 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 12,390 $833K 0.21% -337 13F-HR Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 12,379 $832K 0.71% 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 12,375 $832K 0.2% +3,725 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 12,334 $829K 0.22% +831 13F-HR Timeline SHRIER WEALTH MANAGEMENT, LLC More: the full row for SHRIER WEALTH MANAGEMENT, LLC 12,328 $829K 0.33% 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 12,306 $827K 0.79% 13F-HR Timeline BG Investment Services, LLC More: the full row for BG Investment Services, LLC 12,264 $824K 0.73% -131 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 12,239 $823K 0.27% +395 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 12,200 $820K 0.27% new 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 12,126 $815K 0.51% +130 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 12,105 $814K 0.07% -996 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 12,066 $811K 0.1% +36 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 12,045 $810K 0.56% 0 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 12,030 $809K 0.43% +485 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 11,980 $805K 0.59% 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 11,904 $800K 0.1% -422 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 11,894 $800K 0.41% +6,900 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 11,873 $798K 0.12% +1,408 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 11,865 $798K 0.13% +2,027 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 11,847 $797K 0.03% +168 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 11,848 $796K 0.15% -12 13F-HR Timeline Guardian Partners Inc. in group GUARDIAN CAPITAL LP More: the full row for Guardian Partners Inc. 11,000 $795K 0.06% new 13F-HR Timeline Group JDM Financial Group LLC More: the full row for JDM Financial Group LLC 11,795 $793K 0.31% -1,709 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 11,792 $793K 0.42% +156 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 11,786 $792K 0.12% -1,654 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 11,782 $792K 0.52% -919 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 11,776 $792K 0.28% 0 13F-HR Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 10,713 $789K 0.35% +59 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 11,740 $789K 0.02% -2,653 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 11,720 $788K 0.09% 0 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 11,706 $787K 0.16% -704 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 11,705 $787K 0.09% -15 13F-HR Timeline Cogent Private Wealth, Inc. More: the full row for Cogent Private Wealth, Inc. 11,687 $786K 0.6% 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 11,663 $784K 0.14% -445 13F-HR Timeline Axos Invest Inc. More: the full row for Axos Invest Inc. 11,646 $783K 0.58% -3,153 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 11,596 $779K 0.3% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 11,595 $779K 0.17% 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 11,577 $778K 0.13% +253 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 11,556 $777K 0.22% -104,655 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 11,541 $776K 0.03% +8,293 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 11,530 $775K 0.05% +21 13F-HR Timeline Tenzing Financial LLC More: the full row for Tenzing Financial LLC 11,490 $772K 0.63% 13F-HR Timeline ASL Financial, LLC More: the full row for ASL Financial, LLC 11,429 $768K 0.6% 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 10,435 $760K 0.1% 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 11,268 $757K 0.04% +1,096 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 11,274 $757K 0.13% -108 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 11,221 $754K 0.12% -6,223 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 11,214 $754K 0.09% -529 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 11,209 $753K 0.26% -6,214 13F-HR Timeline Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 11,206 $753K 0.17% -613 13F-HR Timeline Alpha Advisors, LLC/VA More: the full row for Alpha Advisors, LLC/VA 11,176 $751K 0.58% +3 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 11,155 $750K 0.47% 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 11,137 $749K 0.04% +4,714 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 11,109 $747K 0.21% -1,671 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 11,085 $745K 0.07% -1,075 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 10,586 $741K 0.17% +5,583 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 13,819 $741K 0.26% +817 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 11,005 $740K 0.42% +5,374 13F-HR Timeline Connective Portfolio Management, LLC More: the full row for Connective Portfolio Management, LLC 11,000 $739K 1.33% new 13F-HR Timeline