Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 3,000 $231K 0.02% -1,825 13F-HR Timeline Group Orographic Financial Advisors, LLC More: the full row for Orographic Financial Advisors, LLC 2,968 $231K 0.15% -100 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 2,993 $231K 0.01% -848 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 2,993 $231K 0.05% 0 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 2,985 $230K 0.03% -59 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 2,980 $230K 0.02% +7 13F-HR Timeline Financial Advisory Corp More: the full row for Financial Advisory Corp 2,968 $229K 0.03% +3 13F-HR Timeline Team Hewins, LLC More: the full row for Team Hewins, LLC 2,962 $228K 0.06% 0 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 2,955 $228K 0.12% new 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 2,950 $227K 0.16% 0 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 2,949 $227K 0.09% new 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 2,947 $227K 0.05% new 13F-HR Timeline Bucket List Wealth Management, LLC More: the full row for Bucket List Wealth Management, LLC 2,934 $226K 0.11% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,931 $226K 0.07% +2,150 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 2,925 $226K 0.04% +115 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 2,910 $224K 0.08% new 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 2,897 $223K 0.12% new 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 2,893 $223K 0.09% new 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 2,887 $223K 0.04% new 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 2,885 $222K 0.11% new 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 2,885 $222K 0.15% new 13F-HR Timeline SHRIER WEALTH MANAGEMENT, LLC More: the full row for SHRIER WEALTH MANAGEMENT, LLC 2,885 $222K 0.08% new 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 2,876 $222K 0.12% -244 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 2,871 $221K 0.1% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 2,860 $221K 0.04% 0 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 2,849 $220K 0.16% new 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 2,835 $218K 0.11% new 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 2,827 $218K 0.02% new 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 2,825 $218K 0.17% 0 13F-HR Timeline Stash Investments, LLC More: the full row for Stash Investments, LLC 2,822 $218K 0.07% new 13F-HR Timeline STEWARDSHIP CONCEPTS FINANCIAL SERVICES… More: the full row for STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC 2,814 $217K 0.15% new 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 2,858 $216K 0.1% +70 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 2,802 $216K 0.13% 0 13F-HR Timeline Stolper Co More: the full row for Stolper Co 2,802 $216K 0.06% new 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 2,800 $216K 0.07% -2,835 13F-HR Timeline Bridgelight Financial Advisors, Inc. More: the full row for Bridgelight Financial Advisors, Inc. 2,796 $216K 0.15% new 13F-HR Timeline Capstone Wealth Management, Inc. More: the full row for Capstone Wealth Management, Inc. 2,795 $215K 0.16% new 13F-HR Timeline TCFG Investment Advisors, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG Investment Advisors, LLC 2,786 $215K 0.07% new 13F-HR Timeline Group Eukles Asset Management More: the full row for Eukles Asset Management 2,786 $215K 0.09% +3 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 2,767 $213K 0.05% -920 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 2,764 $213K 0.11% new 13F-HR Timeline Harpswell Capital Advisors, LLC More: the full row for Harpswell Capital Advisors, LLC 2,760 $213K 0.14% new 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 2,750 $212K <0.01% new 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 2,750 $212K 0.03% new 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 2,748 $212K 0.08% -1,790 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 2,748 $212K 0.08% new 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 2,747 $212K 0.03% new 13F-HR Timeline Hegarty Advisors, LLC More: the full row for Hegarty Advisors, LLC 2,745 $212K 0.15% new 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 838 $211K 0.17% new 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 2,818 $211K 0.02% -2,798 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 2,738 $211K 0.03% new 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 2,731 $211K 0.12% 0 13F-HR Timeline Mason & Associates, LLC More: the full row for Mason & Associates, LLC 2,726 $210K 0.04% new 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 2,722 $210K 0.02% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,721 $210K 0.01% 0 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 2,705 $209K 0.11% new 13F-HR Timeline Aquire Wealth Advisors, LLC More: the full row for Aquire Wealth Advisors, LLC 2,697 $208K 0.05% new 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 2,695 $208K 0.08% new 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 2,693 $208K 0.09% +1,636 13F-HR/A Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 2,690 $207K <0.01% -360 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 2,685 $207K 0.11% new 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 2,681 $207K 0.09% new 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 2,671 $206K 0.04% new 13F-HR Timeline FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 2,663 $205K 0.06% new 13F-HR Timeline SIMS INVESTMENT MANAGEMENT, LLC More: the full row for SIMS INVESTMENT MANAGEMENT, LLC 2,855 $205K 0.06% new 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 2,654 $205K 0.1% 0 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 2,646 $204K 0.05% new 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 2,645 $204K 0.02% -6,455 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 2,645 $204K 0.13% new 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 2,642 $204K 0.08% 0 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 2,641 $204K 0.04% new 13F-HR Timeline STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 2,640 $204K 0.15% new 13F-HR Timeline NORTHLAND SECURITIES, INC. More: the full row for NORTHLAND SECURITIES, INC. 2,630 $203K 0.12% new 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 2,624 $202K 0.11% -2,949 13F-HR Timeline Hopwood Nicholas Hunter More: the full row for Hopwood Nicholas Hunter 2,619 $202K 0.06% new 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 2,610 $201K 0.1% new 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 2,612 $201K 0.04% new 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 2,607 $201K 0.09% new 13F-HR Timeline Wealth Management Strategies, Inc. More: the full row for Wealth Management Strategies, Inc. 2,599 $200K 0.08% new 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 2,595 $200K 0.04% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 2,575 $199K 0.06% +50 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 2,573 $198K 0.02% +1,871 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 2,508 $193K 0.02% new 13F-HR Timeline Group Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 2,501 $193K 0.05% -17 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 2,500 $193K 0.04% 0 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 2,520 $193K 0.03% +185 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 2,450 $189K 0.03% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 2,420 $187K 0.07% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 2,410 $186K 0.05% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 2,385 $184K 0.05% 0 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 2,285 $176K 0.09% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,265 $175K 0.02% +2,048 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 2,260 $174K 0.08% -2,183 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 2,257 $174K 0.04% -206 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 2,250 $173K <0.01% 0 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 2,250 $173K 0.01% 0 13F-HR/A Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 2,226 $172K 0.03% 13F-HR Timeline Group FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 2,215 $171K 0.05% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 2,194 $169K 0.04% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,180 $168K 0.01% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 2,165 $167K 0.05% 0 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 2,158 $166K 0.09% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 2,155 $166K 0.09% -13 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 2,135 $165K 0.11% +61 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 2,104 $162K 0.13% +360 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 2,050 $158K 0.08% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 2,044 $158K 0.02% +2 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 2,021 $156K 0.02% -363 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 2,011 $155K 0.04% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 2,005 $155K 0.04% -192 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 2,000 $154K 0.08% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 1,980 $153K 0.06% 0 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 1,963 $151K 0.07% +2 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 1,945 $150K 0.09% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1,940 $150K 0.02% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 1,917 $148K 0.06% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 1,891 $146K 0.09% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 1,890 $146K 0.04% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,888 $146K 0.01% +233 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 1,872 $144K 0.1% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 1,839 $142K 0.03% +125 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 1,828 $141K <0.01% new 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 1,815 $140K 0.05% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 1,786 $138K 0.01% -12 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 1,731 $133K 0.05% new 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 1,700 $131K 0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,687 $130K 0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 1,675 $129K 0.09% -250 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 1,654 $128K 0.03% +11 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,637 $126K <0.01% -88 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 1,632 $126K 0.03% +4 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 1,601 $123K 0.09% +4 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 1,591 $123K 0.03% +4 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1,585 $122K 0.02% +1,095 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 1,581 $122K 0.02% +2 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 837 $121K 0.02% +300 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 1,571 $121K 0.04% 0 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 1,584 $120K 0.04% -42 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 1,500 $116K <0.01% 0 13F-HR Timeline Group Sankala Group LLC More: the full row for Sankala Group LLC 1,460 $113K 0.08% +212 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 1,438 $111K 0.01% +123 13F-HR/A Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 1,425 $110K 0.01% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 1,424 $110K 0.06% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,395 $108K 0.03% 0 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 1,376 $106K 0.01% new 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 1,370 $106K 0.04% -871 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 1,347 $104K 0.08% +2 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 1,335 $103K 0.01% 0 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 1,325 $102K 0.08% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,313 $101K 0.01% -48 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 1,278 $98.5K 0.05% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 1,255 $96.8K 0.03% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 1,244 $95.9K 0.02% -1,742 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 1,229 $94.8K 0.03% +34 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 1,220 $94.1K 0.06% 0 13F-HR Timeline Montgomery Financial Services LLC More: the full row for Montgomery Financial Services LLC 1,196 $92.2K 0.08% 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 1,190 $91.8K 0.05% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,189 $91.7K 0.01% +3 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,174 $90.6K 0.02% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 1,166 $89.9K 0.02% +154 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,156 $89.1K 0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 1,142 $88.1K 0.01% +172 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 1,124 $86.7K 0.04% 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 1,127 $86K <0.01% -400 13F-HR Timeline Group Kroeger Financial Partners More: the full row for Kroeger Financial Partners 1,066 $82.2K 0.08% 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 1,065 $82.1K 0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 1,057 $81K 0.02% +2 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 1,050 $81K 0.01% +525 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 1,030 $79.4K 0.02% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 1,034 $79K 0.02% 0 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 989 $76.3K 0.05% -686 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 987 $76.1K <0.01% 0 13F-HR Timeline Burnham & Co LLC More: the full row for Burnham & Co LLC 980 $75.6K 0.06% 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 977 $75.3K 0.03% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 973 $75K 0.05% +164 13F-HR/A Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 969 $74.8K 0.02% new 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 958 $73.9K 0.06% new 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 950 $73.3K 0.04% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 918 $70.8K 0.03% +554 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 877 $67.6K <0.01% +61 13F-HR Timeline Dixon Mitchell Investment Counsel Inc. More: the full row for Dixon Mitchell Investment Counsel Inc. 875 $67.5K <0.01% -875 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 855 $65.9K 0.01% +484 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 847 $65.3K 0.01% +1 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 843 $65K 0.02% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 832 $64.2K 0.04% -126 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 829 $63.9K 0.03% -14 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 813 $62.7K 0.06% -307 13F-HR Timeline Pioneer Family Office, LLC More: the full row for Pioneer Family Office, LLC 787 $60.7K 0.03% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 782 $60.3K 0.05% 0 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 768 $59.3K 0.02% -328 13F-HR Timeline Harborfront Financial Group LLC More: the full row for Harborfront Financial Group LLC 765 $59K 0.22% 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 755 $58.2K 0.05% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 750 $57.8K 0.02% new 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 750 $57.8K 0.03% -387 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 749 $57.7K 0.03% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 728 $56.1K 0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 723 $55.8K 0.02% 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 710 $54K 0.06% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 689 $53.1K 0.03% +138 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 691 $52.9K <0.01% +12 13F-HR Timeline