Sunpointe, LLC More: the full row for Sunpointe, LLC 17,928 $1.38M 0.39% -18,662 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 17,915 $1.38M 0.31% +36 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 17,915 $1.38M 0.4% new 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 17,909 $1.38M 0.23% -343 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 17,765 $1.37M 0.51% 0 13F-HR Timeline Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 17,714 $1.37M 0.31% +107 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 17,509 $1.35M 0.08% -156 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 17,468 $1.35M 0.32% -128 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 17,439 $1.34M 0.18% -3,603 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 17,380 $1.34M 0.53% 0 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 17,358 $1.34M 0.2% +322 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 17,249 $1.33M 0.22% -912 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 17,181 $1.32M 0.72% -542 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 17,152 $1.32M 0.02% +4 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 17,130 $1.32M 0.1% -389 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 17,103 $1.32M 0.09% -279 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 17,318 $1.32M 0.08% +1,119 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 17,092 $1.32M 0.17% -12 13F-HR Timeline Smith Partners Wealth Management, LLC More: the full row for Smith Partners Wealth Management, LLC 17,079 $1.32M 1.05% -270 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 17,068 $1.32M 0.49% -984 13F-HR/A Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 17,031 $1.31M 0.48% +628 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 17,010 $1.31M 0.41% -273 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 17,005 $1.31M 0.53% -220 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 16,892 $1.3M 0.27% -56 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 16,819 $1.3M 0.03% +5 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 16,917 $1.3M 0.06% +3,264 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 16,794 $1.29M 0.06% +201 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 16,760 $1.29M 0.39% 0 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 16,716 $1.29M 0.32% +105 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 16,687 $1.29M 0.14% +1,621 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 16,684 $1.29M 0.06% 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 16,676 $1.29M 0.17% -6 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 16,672 $1.29M 0.05% -385 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 16,651 $1.28M 0.39% +3 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 16,993 $1.28M 0.26% +3,942 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 16,528 $1.27M 0.11% -734 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 16,510 $1.27M 0.03% +1,169 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 16,490 $1.27M 0.22% -750 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 16,469 $1.27M 0.07% 0 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 16,463 $1.27M 0.09% +1 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 16,410 $1.27M 0.01% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 16,365 $1.26M 0.04% +12,037 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 16,329 $1.26M 0.03% +8,992 13F-HR Timeline ALLSTREET CAPITAL ADVISORS LLC More: the full row for ALLSTREET CAPITAL ADVISORS LLC 16,290 $1.26M 0.82% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 16,279 $1.26M 0.38% -252 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 16,226 $1.25M 0.08% +396 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 16,218 $1.25M 0.21% -44 13F-HR Timeline Willis Investment Counsel More: the full row for Willis Investment Counsel 16,164 $1.25M 0.06% 0 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 16,110 $1.24M 0.25% +176 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 16,040 $1.24M 0.5% -5,850 13F-HR Timeline Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 16,005 $1.23M 1.08% -1,100 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 15,700 $1.23M 0.67% 0 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 15,958 $1.23M 0.06% -135 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 15,935 $1.23M 0.51% +30 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 15,912 $1.23M 0.77% +38 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 15,905 $1.23M 0.2% -61 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 15,865 $1.22M 0.04% 0 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 15,855 $1.22M 0.33% +1,649 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 15,807 $1.22M 0.76% +36 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 15,780 $1.22M 0.57% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 15,698 $1.21M 0.44% +391 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 15,688 $1.21M 0.12% +1,959 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 15,681 $1.21M 0.28% +1,150 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 15,676 $1.21M 0.12% +8,020 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 15,580 $1.2M 0.23% +100 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 15,535 $1.2M 0.28% +3,576 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 15,520 $1.2M 0.07% +986 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 15,500 $1.2M 0.5% -210 13F-HR Timeline Box Hill Private Wealth LLC More: the full row for Box Hill Private Wealth LLC 15,447 $1.19M 0.96% +813 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 15,439 $1.19M 0.68% +22 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 15,345 $1.18M 0.05% -1,242 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 15,313 $1.18M 0.74% +403 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 15,286 $1.18M 0.1% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 15,251 $1.18M 0.48% +1,141 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 15,227 $1.17M 0.1% +63 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 15,188 $1.17M 0.12% -407 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 15,181 $1.17M 0.08% +1 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 15,095 $1.16M 0.07% +868 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 15,088 $1.16M 0.09% +4,423 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 15,079 $1.16M 0.22% +219 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 15,063 $1.16M 0.15% -47 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 15,010 $1.16M <0.01% 0 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 15,003 $1.16M 0.24% +123 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 14,976 $1.15M 0.1% +600 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 14,958 $1.15M 0.04% 0 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 14,952 $1.15M 0.52% +617 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 14,936 $1.15M 0.67% +1,463 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 14,920 $1.15M 0.02% +10,600 13F-HR Timeline Financial Planning Navigators CORP More: the full row for Financial Planning Navigators CORP 14,865 $1.15M 0.43% +1,162 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 14,860 $1.15M 0.04% +144 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 14,841 $1.14M 0.13% +228 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 14,794 $1.14M 0.05% -551 13F-HR Timeline Group Thomasville National Bank More: the full row for Thomasville National Bank 14,736 $1.14M 0.06% 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 14,714 $1.13M 0.22% +1 13F-HR Timeline Watchman Group, Inc. More: the full row for Watchman Group, Inc. 14,664 $1.13M 0.25% -15,536 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 14,657 $1.13M 0.48% -37 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 14,635 $1.13M 0.26% -500 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 14,607 $1.13M 0.22% +198 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 14,619 $1.13M 0.08% +2,703 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 14,605 $1.13M 0.06% +470 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 14,601 $1.13M 0.11% +166 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 14,580 $1.12M 0.6% 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 14,577 $1.12M 0.06% -434 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 14,558 $1.12M 0.2% +770 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 14,549 $1.12M 0.02% +4,384 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 14,494 $1.12M 0.1% 0 13F-HR Timeline Kooman & Associates More: the full row for Kooman & Associates 14,463 $1.12M 0.3% -390 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 14,405 $1.11M 0.06% -593 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 14,398 $1.11M 0.29% -175 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 14,397 $1.11M 0.21% -169 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 14,395 $1.11M 0.24% -4,625 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 14,333 $1.11M 0.81% -2 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 14,275 $1.1M 0.29% +1,450 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $1.1M 0.26% new 13F-HR Timeline Amount filed as zero, left out of ratios. Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 14,237 $1.1M 0.6% -3,600 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 14,218 $1.1M 0.06% -1,327 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 14,217 $1.1M 0.25% +2 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 14,187 $1.09M 0.14% +1,878 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 14,181 $1.09M 0.06% +2,927 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 14,165 $1.09M 0.14% -200 13F-HR Timeline Brookmont Capital Management More: the full row for Brookmont Capital Management 14,162 $1.09M 0.59% +583 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 14,028 $1.09M 0.29% -66 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 14,112 $1.09M 0.34% +17 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 14,070 $1.08M 0.48% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 14,059 $1.08M <0.01% -2,206 13F-HR Timeline Group BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 14,034 $1.08M 0.03% +368 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 13,977 $1.08M 0.03% +456 13F-HR Timeline BAYBAN More: the full row for BAYBAN 13,955 $1.08M 0.83% +626 13F-HR Timeline Roan Capital Partners More: the full row for Roan Capital Partners 13,955 $1.08M 0.89% -3,818 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 13,953 $1.08M 0.24% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 13,901 $1.07M 0.44% +5,170 13F-HR Timeline Group Next Level Private LLC More: the full row for Next Level Private LLC 13,888 $1.07M 0.21% +131 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 13,877 $1.07M 0.84% +259 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 13,853 $1.07M 0.06% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 13,799 $1.06M 0.11% +10,828 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 13,767 $1.06M 0.28% -5 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 13,752 $1.06M 0.14% +13 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 13,740 $1.06M 0.06% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 13,699 $1.06M 0.05% -1,046 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 13,669 $1.05M 0.03% -1,194 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 13,652 $1.05M 0.24% +757 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 13,635 $1.05M 0.09% -510 13F-HR/A Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 13,631 $1.05M 0.08% +1,148 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 13,627 $1.05M 0.94% 0 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 13,572 $1.05M 0.13% +5,052 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 13,567 $1.05M 0.09% +36 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 13,492 $1.04M 0.29% -355 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 13,460 $1.04M 0.11% +659 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 13,454 $1.04M 0.31% +236 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 13,443 $1.04M 0.7% -667 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 13,410 $1.03M 0.08% -30 13F-HR Timeline TL Private Wealth More: the full row for TL Private Wealth 13,625 $1.03M 0.38% -92 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 13,275 $1.02M 0.35% -3,024 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 13,271 $1.02M 0.12% +179 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 13,266 $1.02M 0.02% -2,665 13F-HR Timeline Group Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 13,242 $1.02M 0.31% -726 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 13,223 $1.02M 0.62% +1,465 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 13,179 $1.02M 0.05% 0 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 13,174 $1.02M 0.34% +738 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 13,160 $1.01M 0.07% +157 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 13,142 $1.01M 0.07% +8 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 13,122 $1.01M 0.12% -1,680 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 13,101 $1.01M 0.42% 0 13F-HR Timeline Legal & General Group Plc in group Legal & General Group Plc More: the full row for Legal & General Group Plc 13,100 $1.01M <0.01% +3,700 13F-HR Timeline Group Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 12,993 $1M 0.1% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 12,956 $999K 0.24% +1 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 12,921 $996K 0.29% +104 13F-HR Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 12,886 $994K 0.45% +2,331 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 12,869 $992K 0.13% +432 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 12,867 $992K 0.37% 0 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 12,842 $990K 0.21% +31 13F-HR Timeline HILLTOP WEALTH ADVISORS, LLC More: the full row for HILLTOP WEALTH ADVISORS, LLC 12,835 $990K 0.5% 0 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 12,780 $985K 0.48% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 12,753 $983K 0.1% -357 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 12,750 $983K 0.11% -54 13F-HR Timeline Stonebrook Private Inc. 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More: the full row for John Boyer, Inc. 12,582 $970K 0.84% -736 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 12,564 $969K 0.04% -131 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 12,558 $968K 0.09% +1 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 12,548 $968K 0.11% +119 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. 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