EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 17,596 $1.19M 0.32% -12 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 17,519 $1.18M 0.1% -180 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 17,382 $1.17M 0.09% +653 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 17,380 $1.17M 0.5% -149 13F-HR Timeline Smith Partners Wealth Management, LLC More: the full row for Smith Partners Wealth Management, LLC 17,349 $1.17M 1.05% +984 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 17,283 $1.17M 0.41% -1,010 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 17,262 $1.17M 0.11% +1 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 17,240 $1.16M 0.23% -1,270 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 17,225 $1.16M 0.53% +10 13F-HR Timeline Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 17,183 $1.16M 0.95% +40 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 17,148 $1.16M 0.02% -1,084 13F-HR Timeline Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 17,105 $1.16M 1.18% -895 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 17,104 $1.16M 0.17% -187 13F-HR Timeline Private Wealth Group, LLC More: the full row for Private Wealth Group, LLC 17,095 $1.15M 0.54% 0 13F-HR/A Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 17,057 $1.15M 0.05% -5,451 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 15,700 $1.15M 0.68% 0 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 17,036 $1.15M 0.2% +9,267 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 16,948 $1.14M 0.26% -651 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 16,914 $1.14M 0.08% -3,191 13F-HR Timeline Colorado Capital Management, Inc. 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More: the full row for Buttonwood Financial Advisors Inc. 16,648 $1.12M 0.38% -164 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 16,611 $1.12M 0.3% -1,000 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 16,610 $1.12M 0.07% +12,600 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 16,593 $1.12M 0.06% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 16,587 $1.12M 0.05% -2,358 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 16,531 $1.12M 0.39% -360 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 16,469 $1.11M 0.07% -35 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 16,462 $1.11M 0.09% -99 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 16,440 $1.11M 0.09% -220 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 16,410 $1.11M 0.01% 0 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 16,403 $1.11M 0.48% -926 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 16,392 $1.11M 0.06% -2,239 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 16,376 $1.11M 0.2% +266 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 16,299 $1.1M 0.42% -582 13F-HR Timeline ALLSTREET CAPITAL ADVISORS LLC More: the full row for ALLSTREET CAPITAL ADVISORS LLC 16,290 $1.1M 0.81% -1,501 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 16,265 $1.1M <0.01% -448,261 13F-HR Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 16,262 $1.1M 0.22% +127 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 16,199 $1.09M 0.09% +412 13F-HR Timeline Willis Investment Counsel More: the full row for Willis Investment Counsel 16,164 $1.09M 0.06% 0 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 16,093 $1.09M 0.06% +6,614 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 16,022 $1.08M 0.06% +3,384 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 15,966 $1.08M 0.19% 0 13F-HR Timeline Sandhill Capital Partners LLC More: the full row for Sandhill Capital Partners LLC 15,946 $1.08M 0.09% +7,711 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 15,934 $1.08M 0.26% +1 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 15,931 $1.08M 0.02% +1,305 13F-HR Timeline Group BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 15,905 $1.07M 0.3% 0 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 15,905 $1.07M 0.5% +35 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 15,874 $1.07M 0.8% +38 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 15,865 $1.07M 0.04% -700 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 15,830 $1.07M 0.07% -120 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 15,780 $1.07M 0.6% -270 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 15,771 $1.07M 0.55% -12,120 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 15,710 $1.06M 0.52% -120 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 15,695 $1.06M 0.15% +20 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 14,534 $1.06M 0.07% -286 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 15,644 $1.06M 0.1% -41 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 15,595 $1.05M 0.12% +5,025 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 15,545 $1.05M 0.07% +9 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 15,480 $1.05M 0.24% +11,340 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 15,449 $1.04M 0.11% -451 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 15,417 $1.04M 0.6% -2,793 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 15,405 $1.04M 0.06% -422 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 15,345 $1.04M -4,252 Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 15,341 $1.04M 0.03% -2,586 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 15,307 $1.03M 0.43% -2,305 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 15,286 $1.03M 0.1% -971 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 15,180 $1.03M 0.04% 0 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 15,165 $1.02M 0.14% -1,821 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 15,164 $1.02M 0.09% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 15,135 $1.02M 0.27% +500 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 15,110 $1.02M 0.15% -542 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 15,066 $1.02M 0.13% +5,251 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 15,010 $1.01M <0.01% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 15,011 $1.01M 0.07% -778 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 14,998 $1.01M 0.07% -3,258 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 14,958 $1.01M 0.04% -3,943 13F-HR Timeline HFG Advisors, Inc. 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More: the full row for Focus Financial Network, Inc. 14,863 $1M 0.04% -2,094 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 14,094 $1M 0.3% +32 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 14,860 $1M 0.24% +290 13F-HR Timeline Kooman & Associates More: the full row for Kooman & Associates 14,853 $1M 0.3% +27 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 14,802 $1000K 0.14% -175 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 14,745 $996K 0.06% -5,319 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 14,716 $994K 0.05% -1,105 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 14,713 $994K 0.23% -1,004 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 14,694 $992K 0.51% -28 13F-HR Timeline Box Hill Private Wealth LLC More: the full row for Box Hill Private Wealth LLC 14,634 $988K 0.98% -4,242 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 14,613 $987K 0.13% +150 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 14,580 $985K 0.59% +91 13F-HR Timeline Financial Insights, Inc. 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More: the full row for CALTON & ASSOCIATES, INC. 14,406 $973K 0.14% -430 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 14,376 $971K 0.11% +113 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 14,365 $970K 0.14% +855 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 13,110 $970K 0.1% -382 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 14,335 $968K 0.5% -512 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 14,335 $968K 0.78% -125 13F-HR Timeline TL Private Wealth More: the full row for TL Private Wealth 13,717 $966K 0.38% -848 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 14,235 $961K 0.03% -225 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 14,227 $961K 0.07% -103,733 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 14,215 $960K 0.25% +3 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 14,206 $959K 0.29% +478 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 14,145 $955K 0.09% +125 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 14,135 $955K 0.05% -490 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 14,110 $953K 0.72% -1,113 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 14,110 $953K 0.48% +2,609 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 14,095 $952K 0.33% -1,452 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 14,090 $952K 0.16% +2,195 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 13,968 $943K 0.5% +437 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 13,953 $942K 0.24% -6,755 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 13,853 $935K 0.05% 0 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 13,847 $935K 0.31% -21 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 13,823 $933K 0.17% -2,600 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 13,788 $931K 0.18% +107 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 13,772 $930K 0.26% +84 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 13,757 $929K 0.21% -8 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 13,747 $928K <0.01% +6,895 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 13,740 $928K 0.06% 0 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 13,739 $928K 0.14% +12 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 13,653 $928K 0.05% -92 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 13,729 $927K 0.11% 0 13F-HR Timeline Financial Planning Navigators CORP More: the full row for Financial Planning Navigators CORP 13,703 $925K 0.41% +2,118 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 13,672 $923K 0.57% +8,468 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 13,666 $923K 0.03% 0 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 13,627 $920K 0.91% -100 13F-HR Timeline Brookmont Capital Management More: the full row for Brookmont Capital Management 13,579 $917K 0.51% +44 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 13,531 $914K 0.09% -829 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 13,521 $913K 0.04% -1,716 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 13,473 $910K 0.64% -38 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 13,440 $908K 0.08% 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 13,340 $901K 0.25% -18,670 13F-HR Timeline BAYBAN More: the full row for BAYBAN 13,329 $900K 0.78% 0 13F-HR Timeline John Boyer, Inc. More: the full row for John Boyer, Inc. 13,318 $899K 0.9% -1,511 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 13,306 $899K 0.03% +56 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 13,134 $894K 0.07% -602 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 13,218 $893K 0.34% +680 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 13,179 $890K 0.05% -12,497 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 13,101 $885K 0.43% +50 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 13,092 $884K 0.12% -881 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 13,051 $881K 0.19% +2,427 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 13,003 $878K 0.07% +89 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 12,993 $877K 0.1% +3,108 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 12,259 $876K 0.24% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 12,955 $875K 0.22% +3 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 12,949 $874K 0.12% 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 12,895 $871K 0.21% -65 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 12,871 $869K 0.29% +707 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 12,870 $869K 0.14% +2,303 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 12,867 $869K 0.35% 0 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 12,846 $867K 0.17% +23 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 11,914 $867K 0.23% 0 13F-HR Timeline HILLTOP WEALTH ADVISORS, LLC More: the full row for HILLTOP WEALTH ADVISORS, LLC 12,835 $867K 0.52% +644 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 12,833 $867K 0.77% 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 12,828 $866K 0.12% -967 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 12,825 $866K 0.25% -635 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 12,817 $866K 0.3% +26 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 12,817 $866K 0.18% -379 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 12,811 $865K 0.2% +29 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 12,804 $865K 0.11% -297 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 12,801 $864K 0.11% 0 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 12,780 $863K 0.47% 0 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. 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