Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 5,955 $459K 0.08% -50 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 5,944 $458K <0.01% -2,591 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 5,929 $457K 0.25% -387 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 5,911 $456K 0.16% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 5,893 $454K 0.29% -196 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 5,890 $454K 0.03% -467 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 5,887 $454K 0.04% +74 13F-HR/A Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 5,885 $454K 0.12% +754 13F-HR Timeline Envision Financial LLC More: the full row for Envision Financial LLC 5,866 $452K 0.21% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 5,862 $451K 0.16% new 13F-HR Timeline Port Capital LLC More: the full row for Port Capital LLC 5,819 $449K 0.02% new 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 5,938 $448K 0.33% -284 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 5,808 $448K 0.18% +1 13F-HR Timeline Aristotle Capital Boston, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Capital Boston, LLC 5,807 $448K 0.03% +5,717 13F-HR Timeline Group Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 5,790 $447K 0.01% +282 13F-HR Timeline Liberty Atlantic Advisors LLC More: the full row for Liberty Atlantic Advisors LLC 5,786 $446K 0.32% new 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 5,778 $446K 0.05% -275 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 5,807 $444K 0.34% +258 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 5,755 $444K 0.16% 0 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 5,754 $444K <0.01% +264 13F-HR Timeline Group FWG Investments, LLC. More: the full row for FWG Investments, LLC. 5,739 $443K 0.23% -875 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 5,730 $442K 0.03% -124 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 5,725 $441K 0.04% new 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 5,725 $441K 0.21% 0 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 5,710 $440K 0.04% new 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 5,707 $440K 0.01% 0 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 5,700 $440K 0.05% +485 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 5,691 $439K 0.18% -1,721 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 5,687 $438K 0.11% +15 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 5,685 $438K 0.02% -244 13F-HR Timeline Group Chicago Capital, LLC More: the full row for Chicago Capital, LLC 5,683 $438K 0.01% -1,342 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 5,668 $437K 0.26% -116 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 5,664 $437K 0.06% 0 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 5,663 $437K 0.03% 0 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 5,650 $436K 0.07% 0 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 5,648 $436K 0.07% +31 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 5,647 $435K 0.2% 0 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 5,739 $434K 0.08% +332 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 5,612 $433K 0.03% +441 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 5,609 $433K 0.1% -847 13F-HR Timeline John W. Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 5,603 $432K 0.52% +725 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 5,600 $432K 0.15% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 5,582 $430K 0.05% -543 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 5,565 $429K 0.12% -323 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 5,553 $428K 0.2% +2,553 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 5,549 $428K 0.07% 0 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 5,659 $427K 0.11% +33 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 5,543 $427K 0.01% -363 13F-HR Timeline Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 5,532 $427K 0.04% -30 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 5,528 $426K 0.04% 0 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 5,510 $425K 0.18% +700 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 5,501 $424K 0.04% -4,224 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 5,496 $424K 0.23% new 13F-HR Timeline Redwood Family Wealth LLC More: the full row for Redwood Family Wealth LLC 5,478 $422K 0.37% -532 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 5,472 $422K 0.03% +347 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 5,462 $421K 0.17% +241 13F-HR Timeline Willow Creek Capital Management, Inc. More: the full row for Willow Creek Capital Management, Inc. 5,462 $421K 0.41% 13F-HR Timeline Charis Legacy Partners, LLC More: the full row for Charis Legacy Partners, LLC 5,460 $421K 0.52% 0 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 5,460 $421K 0.1% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 5,445 $420K 0.04% -698 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 5,425 $418K 0.16% 0 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 5,400 $416K 0.05% 0 13F-HR Timeline Emerald Investment Advisers, LLC in group EMERALD ADVISERS, LLC More: the full row for Emerald Investment Advisers, LLC 5,385 $415K 0.03% 0 13F-HR Timeline Group Drum Hill Capital, LLC More: the full row for Drum Hill Capital, LLC 5,375 $414K 0.42% 0 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 5,366 $414K 0.13% +2 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 5,362 $414K 0.11% +4 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 5,362 $413K 0.03% -200 13F-HR Timeline BLUESTEM FINANCIAL ADVISORS, LLC More: the full row for BLUESTEM FINANCIAL ADVISORS, LLC 5,342 $412K 0.14% +327 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 5,333 $411K 0.06% -328 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 5,325 $411K 0.19% 0 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 5,325 $411K 0.07% 0 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 5,321 $410K 0.22% +8 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 5,315 $410K 0.03% 0 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 5,304 $409K 0.19% -56 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 5,300 $409K 0.02% +560 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 5,295 $408K 0.03% new 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 5,295 $408K 0.04% +1,675 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 5,293 $408K 0.03% -511 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 5,368 $408K 0.09% +2 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 5,255 $405K 0.24% 0 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 5,236 $404K 0.07% -116 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 5,223 $403K 0.1% new 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 5,326 $401K 0.01% -4,774 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 5,178 $399K 0.02% +862 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 5,178 $399K 0.04% +12 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 5,162 $398K 0.03% -11,278 13F-HR Timeline HFR Wealth Management, LLC More: the full row for HFR Wealth Management, LLC 5,160 $398K 0.1% 0 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 5,126 $395K 0.02% +216 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 5,124 $395K 0.15% -5 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 5,110 $394K 0.04% -5,875 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 5,104 $394K 0.32% -382 13F-HR/A Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 5,098 $393K 0.05% +95 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 5,095 $393K 0.03% -10,549 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 5,087 $392K 0.16% -275 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 5,080 $392K 0.03% +10 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 5,077 $392K 0.04% 0 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 5,067 $391K 0.08% -2,470 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 5,065 $391K 0.03% 0 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 5,043 $389K 0.15% 0 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 5,039 $389K 0.21% -536 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 5,017 $387K 0.09% +713 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 5,016 $387K 0.07% +1,837 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 5,008 $386K 0.05% 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 5,006 $386K 0.1% -717 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 5,005 $386K 0.04% 0 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 5,000 $386K 0.27% 0 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 4,992 $385K 0.21% -190 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 4,984 $384K 0.01% +201 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 5,078 $382K 0.09% +6 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 4,937 $381K 0.04% -161 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 4,935 $381K <0.01% 0 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 4,925 $380K 0.01% -1,615 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 4,883 $377K 0.16% -1,114 13F-HR Timeline BCWM, LLC More: the full row for BCWM, LLC 4,882 $376K 0.11% +726 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 4,849 $374K 0.02% 0 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 4,849 $374K 0.03% +131 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 4,845 $374K 0.11% +818 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 4,840 $373K 0.1% -167 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 4,837 $373K 0.05% -431 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 4,831 $372K 0.02% 0 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 4,841 $372K 0.1% +76 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 4,821 $372K 0.05% 0 13F-HR Timeline Cedarwood Wealth LLC More: the full row for Cedarwood Wealth LLC 4,791 $369K 0.28% +3 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 4,778 $368K 0.08% +115 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 4,777 $368K 0.08% -115 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 4,774 $368K 0.07% +61 13F-HR/A Timeline Stillwater Private Wealth, LLC More: the full row for Stillwater Private Wealth, LLC 4,725 $368K 0.24% 0 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 4,735 $365K 0.03% 0 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 4,718 $364K 0.08% -24 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 4,715 $364K 0.02% +306 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 4,705 $363K 0.08% 0 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 4,695 $362K 0.08% new 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 4,687 $361K 0.05% +1,023 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 4,680 $361K 0.05% -3,238 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 4,678 $361K 0.11% +595 13F-HR Timeline Cassilly Financial Group LLC More: the full row for Cassilly Financial Group LLC 4,675 $360K 0.26% -136 13F-HR/A Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 4,671 $360K 0.06% +10 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 4,659 $359K 0.29% +39 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 4,657 $359K 0.08% -193 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 4,645 $358K 0.11% +2 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 4,638 $358K 0.02% +1,589 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 4,632 $357K 0.07% +538 13F-HR/A Timeline Family Manage LLC More: the full row for Family Manage LLC 4,627 $357K 0.04% 0 13F-HR Timeline E6 Portfolios, LLC More: the full row for E6 Portfolios, LLC 4,618 $356K 0.28% new 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 4,604 $355K 0.26% -3,041 13F-HR Timeline Bell Bank More: the full row for Bell Bank 4,598 $355K 0.01% +873 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 4,581 $353K 0.03% new 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 4,575 $353K 0.1% 0 13F-HR Timeline BANK OZK More: the full row for BANK OZK 4,558 $351K 0.1% -87 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 4,555 $351K 0.02% 0 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 4,544 $350K 0.09% +28 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 4,530 $349K 0.14% 0 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 4,525 $349K 0.21% 0 13F-HR Timeline MB Generational Wealth, LLC More: the full row for MB Generational Wealth, LLC 4,522 $349K 0.17% 0 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 4,513 $348K 0.09% 0 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 4,513 $348K 0.05% -487 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 4,509 $348K 0.06% +122 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 4,488 $346K 0.1% +216 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 4,466 $344K 0.01% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 4,464 $344K <0.01% -827 13F-HR Timeline Group AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 4,450 $343K 0.04% 0 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 4,443 $343K 0.1% +14 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 4,441 $342K 0.2% +453 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 4,419 $341K 0.01% -172 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 4,400 $339K 0.19% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 4,380 $338K 0.02% 0 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 4,373 $337K 0.05% -1,805 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 4,372 $337K 0.09% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 4,370 $337K 0.03% 0 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 4,441 $336K 0.06% +10 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 4,356 $336K 0.14% -126 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 4,354 $336K 0.03% -3,728 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 4,349 $335K 0.04% +87 13F-HR Timeline Vernal Point Advisors, LLC More: the full row for Vernal Point Advisors, LLC 4,320 $333K 0.11% 0 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 4,305 $332K 0.1% -220 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 4,293 $331K 0.05% -10,113 13F-HR Timeline LFG Wealth Partners, LLC More: the full row for LFG Wealth Partners, LLC 4,277 $330K 0.15% new 13F-HR Timeline Lexington Hill Partners, LLC More: the full row for Lexington Hill Partners, LLC 4,251 $328K 0.16% +11 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 4,242 $327K 0.16% new 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 4,240 $327K 0.07% 0 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 4,238 $327K 0.12% 0 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 4,236 $327K 0.07% +8 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 4,230 $326K 0.07% 0 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 4,221 $325K 0.09% 0 13F-HR Timeline Warner Group LLC More: the full row for Warner Group LLC 4,216 $325K 0.08% new 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 4,212 $325K 0.04% -170 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 4,210 $325K 0.02% new 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 4,200 $324K 0.06% -12 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 4,190 $323K 0.1% 0 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 4,181 $322K 0.01% +935 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 4,178 $322K 0.05% new 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 4,175 $322K 0.1% new 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 4,167 $321K 0.06% 0 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 4,153 $320K 0.03% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 4,146 $320K 0.15% +48 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 4,143 $319K 0.08% +691 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 4,135 $319K 0.01% 0 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 4,129 $318K 0.02% +870 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 4,126 $318K 0.11% +162 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 4,117 $317K 0.15% +949 13F-HR Timeline