CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 18,898 $1.32M 0.14% +346 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 15,905 $1.3M 0.13% +90 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 18,703 $1.3M 0.33% +3 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 18,603 $1.3M 0.4% +593 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 18,497 $1.29M 0.1% +1,644 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 18,496 $1.29M 0.17% -283 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 18,233 $1.28M 0.43% -818 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 18,349 $1.28M 0.32% +308 13F-HR Timeline LIFE LINE WEALTH MANAGEMENT LLC More: the full row for LIFE LINE WEALTH MANAGEMENT LLC 18,343 $1.28M 0.57% +2,466 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 18,302 $1.28M 0.29% -1,939 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 18,218 $1.27M 0.39% -7,399 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 18,188 $1.27M 0.01% +102 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 18,175 $1.27M 0.2% +748 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 18,161 $1.27M 0.59% new 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 18,098 $1.26M 0.94% +182 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 18,082 $1.26M 1.01% +13,023 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 17,882 $1.25M 0.08% -737 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 17,968 $1.25M 0.06% +56 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 17,893 $1.25M 0.49% -170 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 17,854 $1.25M 0.42% -1,434 13F-HR Timeline DARA CAPITAL US, INC. 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LLC More: the full row for Capital Advisors, Ltd. LLC 16,654 $1.16M 0.13% +4,934 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 16,648 $1.16M 0.05% -1,676 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 16,621 $1.16M 0.1% -749 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 13,963 $1.16M 0.02% +318 13F-HR Timeline Strategic Wealth Partners, Ltd. 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More: the full row for Kondo Wealth Advisors, Inc. 14,716 $1.03M 0.39% +677 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 14,716 $1.03M 0.13% 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 14,637 $1.02M 0.67% new 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 14,616 $1.02M 0.31% +2,073 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 14,608 $1.02M 0.05% +7,268 13F-HR Timeline CORNERSTONE PARTNERS CAPITAL MANAGEMENT… More: the full row for CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC 14,598 $1.02M 2.53% -1,829 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 14,592 $1.02M 0.55% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 14,580 $1.02M 0.42% 0 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 14,552 $1.02M 0.82% +1,363 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 14,544 $1.01M 0.05% +50 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 14,540 $1.01M 0.52% +6,680 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 14,529 $1.01M 0.37% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 14,441 $1.01M +6,843 Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 13,162 $1M 0.14% new 13F-HR Timeline Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 14,378 $1M 0.73% +241 13F-HR Timeline CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 14,366 $1M 0.09% 13F-HR Timeline Group Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 14,331 $1000K 0.19% -28,961 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 14,314 $998K 0.05% +3,177 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 13,016 $995K 0.11% +2,581 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 14,250 $994K 0.06% +961 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 14,167 $988K 0.02% -3,471 13F-HR Timeline Avos Capital Management, LLC More: the full row for Avos Capital Management, LLC 14,164 $988K 0.39% -58,743 13F-HR Timeline PCA Investment Advisory Services Inc. 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More: the full row for Blue Capital, Inc. 13,035 $909K 0.59% +500 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 13,010 $907K 0.53% -841 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 13,000 $907K 0.19% 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 12,999 $907K 4.01% -305,232 13F-HR Timeline Peirce Capital Management, LLC More: the full row for Peirce Capital Management, LLC 12,994 $906K 0.35% -247 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 12,975 $905K 1.86% -1,393 13F-HR/A Timeline Shade Tree Advisors LLC More: the full row for Shade Tree Advisors LLC 12,943 $903K 0.65% 0 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 12,925 $902K 0.04% new 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 12,858 $897K 0.07% +753 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 12,766 $890K 0.49% +4,641 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 12,761 $890K 0.13% +2,393 13F-HR Timeline Navigation Group, LLC More: the full row for Navigation Group, LLC 12,755 $890K 0.21% 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 12,753 $889K 0.18% +210 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 12,710 $887K 0.7% +119 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 12,702 $886K 0.11% -11,305 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 12,687 $885K 0.37% -402 13F-HR Timeline Pathfinder Wealth Consulting, Inc. 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LLC 12,548 $875K 0.6% -39 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 12,479 $870K 0.53% -25 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 12,469 $870K 0.37% -87 13F-HR Timeline SHRIER WEALTH MANAGEMENT, LLC More: the full row for SHRIER WEALTH MANAGEMENT, LLC 12,418 $866K 0.32% +90 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 12,375 $863K 0.24% 0 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 12,372 $863K <0.01% -769 13F-HR Timeline Group Tenzing Financial LLC More: the full row for Tenzing Financial LLC 11,490 $861K 0.65% 0 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 12,344 $861K 0.28% +105 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 11,260 $859K 0.05% +1,397 13F-HR Timeline Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 12,311 $859K 0.92% 13F-HR Timeline Kaydan Wealth Management, Inc. 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LLC 12,244 $854K <0.01% -5,180 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 12,236 $853K 0.21% -602 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 12,207 $851K 0.2% -3,881 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 12,180 $850K 0.31% +404 13F-HR Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 12,146 $847K 0.76% -233 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 12,078 $842K 0.13% +415 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 12,045 $840K 0.55% 0 13F-HR Timeline TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 12,036 $839K 0.33% new 13F-HR Timeline Aegis Wealth Management, Inc. 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More: the full row for Hilltop Holdings Inc. 11,871 $828K 0.08% -9,708 13F-HR Timeline Group Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 11,832 $825K 0.19% +3,675 13F-HR Timeline