HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 27,785 $2.14M 0.55% -5,260 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 27,776 $2.14M 0.86% -4,399 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 27,770 $2.14M 0.13% +343 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 27,671 $2.13M 0.34% -1,280 13F-HR Timeline Sentinel Advisory Group, LLC More: the full row for Sentinel Advisory Group, LLC 27,537 $2.12M 0.87% -287 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 27,436 $2.12M 0.12% +2,259 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 27,119 $2.09M 0.21% -2,064 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 27,076 $2.09M 0.83% -1,153 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 27,055 $2.09M 0.62% -600 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 27,574 $2.08M 0.66% -37 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 26,979 $2.08M 0.24% -174 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 26,955 $2.08M 0.14% 0 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 26,942 $2.08M 0.78% +67 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 26,879 $2.07M 0.05% -309 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 26,861 $2.07M 0.17% -2,789 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 26,853 $2.07M 0.65% -659 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 27,470 $2.07M 0.66% -626 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 26,796 $2.07M 0.32% -1,493 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 26,998 $2.06M 0.12% -410 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 26,580 $2.05M 0.33% +726 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 26,571 $2.05M 0.29% +990 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 26,570 $2.05M 0.55% +3,675 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 26,565 $2.05M 0.36% -483 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 26,554 $2.05M 0.98% -846 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 26,467 $2.04M 0.06% +1,891 13F-HR Timeline Group INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 26,456 $2.04M 0.59% -101 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 26,303 $2.03M 0.74% +264 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 26,256 $2.02M 0.92% +4,320 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 25,780 $1.99M 0.62% -1,000 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 25,753 $1.99M 1.18% -491 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 25,735 $1.98M 0.63% -620 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 25,685 $1.98M 0.5% +9,780 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 25,616 $1.98M 0.8% -310 13F-HR Timeline PURSUIT WEALTH STRATEGIES, LLC More: the full row for PURSUIT WEALTH STRATEGIES, LLC 25,576 $1.97M 2.56% -103 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 25,437 $1.96M -130,738 Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 25,410 $1.96M 0.1% +6,567 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 25,391 $1.96M 0.2% -301 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 25,226 $1.95M 0.22% +268 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 25,092 $1.93M 0.14% +2 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 25,081 $1.93M 0.88% -3,169 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 25,077 $1.93M 1.5% -695 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 25,069 $1.93M 0.14% -725 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 25,004 $1.93M 0.59% +1 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 24,921 $1.92M 0.28% -2,027 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 24,906 $1.92M 0.23% -1,527 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 24,885 $1.92M 0.03% -3,101 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 24,800 $1.91M 0.26% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 24,737 $1.91M 0.45% -206 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 24,644 $1.9M 0.07% +4,115 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 24,617 $1.9M 0.85% +1,670 13F-HR Timeline INNEALTA CAPITAL, LLC More: the full row for INNEALTA CAPITAL, LLC 24,567 $1.89M 1.01% +125 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 24,546 $1.89M 0.36% -5,708 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 24,469 $1.89M 0.24% +195 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 24,450 $1.89M 0.12% -333 13F-HR/A Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 24,445 $1.88M 0.3% 0 13F-HR Timeline RIVER'S EDGE WEALTH MANAGEMENT, LLC More: the full row for RIVER'S EDGE WEALTH MANAGEMENT, LLC 24,923 $1.88M 1.66% -1,392 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 24,414 $1.88M 0.46% -904 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 24,396 $1.88M 0.53% -150 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 24,295 $1.87M 0.15% -275 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 24,194 $1.87M 1.41% -270 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 24,178 $1.86M 0.31% +13,046 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 24,175 $1.86M 0.23% +1,081 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 24,135 $1.86M 0.14% -1,079 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 24,134 $1.86M 0.61% +1,774 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 24,113 $1.86M 0.12% +400 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 24,079 $1.86M 0.28% -430 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 24,048 $1.85M 0.08% -332 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 24,026 $1.85M 0.17% -4 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 23,972 $1.85M 0.31% -126 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 23,960 $1.85M 0.03% +1,980 13F-HR/A Timeline 21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 23,916 $1.84M 1.58% -20 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 23,877 $1.84M 0.91% -265 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 23,812 $1.84M 0.18% -2,513 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 23,789 $1.83M 0.34% -739 13F-HR Timeline American Wealth Advisors, LLC More: the full row for American Wealth Advisors, LLC 23,781 $1.83M 1.72% -85 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 23,769 $1.83M 0.52% -4,680 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 23,750 $1.83M 0.44% 0 13F-HR Timeline Gainplan LLC More: the full row for Gainplan LLC 23,720 $1.83M 0.72% +2,185 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 23,640 $1.82M 0.69% +281 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 23,524 $1.81M 0.25% -3,892 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 23,431 $1.81M 0.27% -568 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 23,405 $1.8M 0.36% -1,902 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 23,377 $1.8M 0.08% +1,693 13F-HR Timeline Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 23,337 $1.8M 0.86% +525 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 23,224 $1.79M 0.64% -165 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 23,213 $1.79M 0.09% +1,165 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 23,096 $1.78M 0.22% -818 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 23,074 $1.78M 0.55% +500 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 23,052 $1.78M 0.36% -5,647 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 23,015 $1.77M 0.08% -100 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 22,978 $1.77M 0.15% +320 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 22,933 $1.77M 0.06% -242 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 22,862 $1.76M 1.05% -140 13F-HR Timeline Wilshire Advisors LLC More: the full row for Wilshire Advisors LLC 22,862 $1.76M 17.06% new 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 22,847 $1.76M 0.86% new 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 22,829 $1.76M 0.21% -155 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 22,813 $1.76M 0.21% +6 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 22,757 $1.75M 0.01% +4,022 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 22,522 $1.75M 0.26% -1,124 13F-HR Timeline Tepp RIA, LLC More: the full row for Tepp RIA, LLC 22,674 $1.75M 1.19% -2,488 13F-HR Timeline GRANITE ISLANDS PRIVATE WEALTH, LLC More: the full row for GRANITE ISLANDS PRIVATE WEALTH, LLC 22,611 $1.74M 1.29% +2,134 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 22,415 $1.73M 0.07% -642 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 22,414 $1.73M 1.04% -4,453 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 22,304 $1.72M 0.89% -342 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 22,146 $1.71M 1.23% +27 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 22,090 $1.7M 1.19% 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 22,062 $1.7M 0.47% -283 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 22,058 $1.7M 0.95% +1,501 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 22,034 $1.7M 0.06% +5,120 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 21,990 $1.7M 0.04% +87 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 21,937 $1.69M 0.14% +344 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 21,926 $1.69M <0.01% new 13F-HR Timeline Group Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 21,714 $1.67M 0.66% +950 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 21,523 $1.66M 0.32% +19 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 21,470 $1.66M 0.12% -557 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 21,470 $1.66M 0.53% +9,675 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 21,441 $1.65M 0.04% +1,758 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 21,385 $1.65M 0.15% +12,165 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 21,384 $1.65M 0.58% +1,903 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 21,361 $1.65M 0.1% -23,090 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 21,639 $1.64M 0.44% -1,384 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 21,227 $1.64M 0.2% 0 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 21,225 $1.64M 2.55% -523 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 21,208 $1.64M 0.74% -542 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 21,184 $1.63M 0.12% +644 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 21,138 $1.63M 0.4% -191 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 21,119 $1.63M 0.77% -759 13F-HR Timeline Donor Advised Charitable Giving, Inc. More: the full row for Donor Advised Charitable Giving, Inc. 21,109 $1.63M 0.04% -298 13F-HR Timeline MONEYWISE, INC. More: the full row for MONEYWISE, INC. 21,100 $1.63M 0.61% +4 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 21,075 $1.62M 0.06% +500 13F-HR Timeline Lynch Investment Planning, LLC More: the full row for Lynch Investment Planning, LLC 21,060 $1.62M 1.25% -1,038 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 21,050 $1.62M 0.08% -520 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 21,044 $1.62M 0.15% 0 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 21,003 $1.62M 0.27% -370 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 21,505 $1.62M 0.71% 0 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 20,931 $1.61M <0.01% +7,184 13F-HR Timeline Group MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 20,850 $1.61M 0.51% +1,609 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 20,785 $1.6M 0.66% 0 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 20,724 $1.6M 1.32% +380 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 20,693 $1.6M 0.54% -9,754 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 20,662 $1.59M 0.58% +29 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 20,652 $1.59M 0.08% -1,386 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 20,540 $1.58M 0.1% +9,073 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 20,405 $1.57M 0.26% +1,228 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 20,361 $1.57M 0.15% -315 13F-HR Timeline Group Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 20,304 $1.57M 0.61% +45 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 20,303 $1.57M 0.1% -344 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 20,300 $1.57M <0.01% -4,800 13F-HR Timeline Group SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 20,153 $1.56M 0.54% +2,377 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 20,229 $1.56M 0.61% -1,364 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 20,222 $1.56M 0.28% +240 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 20,222 $1.56M 0.14% -1,058 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 20,132 $1.55M 0.18% +954 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 20,121 $1.55M 0.55% +1,301 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 20,077 $1.55M 0.09% +15 13F-HR Timeline Presper Financial Architects, LLC More: the full row for Presper Financial Architects, LLC 20,073 $1.55M 0.81% -213 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 20,045 $1.55M 0.01% -159 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 19,917 $1.54M 0.25% -24 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 19,916 $1.54M 0.57% +1,103 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 19,902 $1.53M 0.08% -556 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 19,873 $1.53M 0.43% -50 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 19,854 $1.53M 0.04% +5 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 19,673 $1.52M 0.05% +5,438 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 20,023 $1.52M 0.19% -1,510 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 19,506 $1.5M 0.11% -3,988 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 19,467 $1.5M 0.67% -353 13F-HR/A Timeline MW ADVISORY, LLC More: the full row for MW ADVISORY, LLC 19,431 $1.5M 0.6% 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 19,407 $1.5M 0.35% -12 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 19,362 $1.49M 0.9% +5,690 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 19,339 $1.49M 0.33% +31 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 19,298 $1.49M 0.5% 0 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 19,225 $1.48M 0.26% 0 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 19,205 $1.48M 1.25% 0 13F-HR Timeline Private Wealth Group, LLC More: the full row for Private Wealth Group, LLC 19,186 $1.48M 0.57% +2,091 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 19,163 $1.48M 0.96% +39 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 19,139 $1.48M 0.45% -200 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 19,102 $1.47M 0.1% +11,038 13F-HR Timeline Group Tannin Capital LLC More: the full row for Tannin Capital LLC 19,070 $1.47M 0.97% -838 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 19,019 $1.47M 0.05% 0 13F-HR Timeline Group One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 18,993 $1.46M 0.16% -1,149 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 18,929 $1.46M 0.12% -345 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 18,902 $1.46M -19,067 Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 18,883 $1.46M 1.01% +230 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 18,700 $1.44M 0.33% 0 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 18,659 $1.44M 0.31% -636 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 18,814 $1.44M 0.1% -2,612 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 18,587 $1.43M 0.46% -1,433 13F-HR/A Timeline KWB Wealth More: the full row for KWB Wealth 18,497 $1.43M 0.12% -810 13F-HR Timeline Latko Wealth Management, Ltd. More: the full row for Latko Wealth Management, Ltd. 18,485 $1.43M 0.61% +341 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 18,401 $1.42M 0.83% +484 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 20,952 $1.41M 0.05% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 18,345 $1.41M 0.04% -1,268 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 18,227 $1.41M 0.03% +442 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 18,222 $1.41M 0.18% +5,352 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 18,202 $1.4M <0.01% new 13F-HR Timeline Group Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 18,178 $1.4M 0.08% -21 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 18,136 $1.4M 0.52% -212 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 18,048 $1.39M 0.12% -1,121 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 18,002 $1.39M 0.08% +1,392 13F-HR Timeline Mann Financial Group, Inc. More: the full row for Mann Financial Group, Inc. 17,932 $1.38M 1.16% -876 13F-HR Timeline