Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 4,967 $617K 0.04% -690 13F-HR/A Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 4,962 $617K 0.12% -216 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 4,928 $613K 0.09% -5 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 4,927 $612K 0.14% +2,141 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 4,919 $611K 0.02% +17 13F-HR/A Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 4,918 $611K 0.06% +457 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 4,909 $610K 0.11% +972 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 4,896 $609K 0.35% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 4,666 $607K 0.01% 0 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 4,884 $607K 0.19% -2,897 13F-HR Timeline BAYBAN More: the full row for BAYBAN 4,832 $601K 0.52% 0 13F-HR Timeline GreatBanc Trust CO More: the full row for GreatBanc Trust CO 4,830 $600K 0.42% -290 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 13,186 $599K 0.12% +1,296 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 4,815 $599K 0.12% +689 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 4,800 $597K 0.28% 0 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 4,790 $595K 0.23% +192 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 4,783 $595K 0.06% -132 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 4,775 $594K 0.3% -442 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 4,771 $593K 0.09% +354 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 4,771 $593K 0.25% +57 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 4,758 $591K 0.02% -473 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 4,724 $587K 0.16% 0 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 4,721 $587K 0.14% +1,332 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 4,714 $586K 0.13% 0 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 4,711 $586K 0.07% -770 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 4,704 $585K 0.07% -579 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 4,698 $584K 0.1% +410 13F-HR Timeline Stillwater Private Wealth, LLC More: the full row for Stillwater Private Wealth, LLC 4,705 $584K 0.49% 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 4,697 $584K 0.44% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 4,689 $583K 0.04% +1 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 4,680 $582K 0.06% -10 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 4,679 $582K 0.32% +4 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 4,677 $581K 0.06% -759 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 4,666 $580K 0.06% +252 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 4,665 $580K 0.24% -89 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 4,660 $579K 0.27% 0 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 4,658 $579K 0.14% new 13F-HR Timeline Arnold Financial Planning LLC More: the full row for Arnold Financial Planning LLC 4,654 $579K 0.54% -659 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 4,642 $577K 0.04% +465 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 4,637 $576K 0.16% -181 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 4,627 $575K 0.03% -126 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 4,626 $575K 0.07% -10 13F-HR/A Timeline TSFG, LLC More: the full row for TSFG, LLC 4,628 $575K 0.09% -484 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 4,625 $575K 0.19% -26,362 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 4,622 $575K 0.13% 0 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 4,617 $574K 0.55% new 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 4,603 $572K 0.26% -536 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 4,602 $572K 0.13% 0 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 4,605 $572K 0.04% -1,019 13F-HR Timeline Lazard Freres Gestion S.A.S. More: the full row for Lazard Freres Gestion S.A.S. 4,602 $572K 0.01% 0 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 4,599 $572K 0.1% +1,159 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 4,587 $570K 0.03% +327 13F-HR Timeline Peloton Wealth Strategists More: the full row for Peloton Wealth Strategists 4,584 $570K 0.23% +345 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 4,581 $569K 0.12% 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 4,580 $569K 0.06% -366 13F-HR Timeline Stillwater Capital Advisors, LLC More: the full row for Stillwater Capital Advisors, LLC 4,580 $569K 0.06% +1,682 13F-HR Timeline Trust Co More: the full row for Trust Co 4,580 $569K 0.05% 0 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 4,580 $569K 0.28% +200 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 4,569 $568K 0.22% 0 13F-HR Timeline GREAT OAK CAPITAL PARTNERS, LLC More: the full row for GREAT OAK CAPITAL PARTNERS, LLC 4,373 $568K 0.13% +2,274 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 4,563 $567K 0.04% 0 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 4,555 $566K 0.12% 0 13F-HR Timeline Tassel Capital Management, Inc. More: the full row for Tassel Capital Management, Inc. 4,527 $563K 0.31% +11 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 4,507 $560K 0.13% +142 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 4,496 $559K 0.52% 0 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 4,484 $557K 0.08% -2,397 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 4,442 $557K 0.02% -6,064 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 4,477 $557K 0.13% -20 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 4,459 $554K 0.1% 0 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 4,449 $553K 0.04% 0 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 4,442 $552K 0.36% -741 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 4,439 $552K 0.11% +1 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 4,423 $550K 0.04% -54 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 4,408 $548K 0.14% -2,348 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 4,404 $547K 0.01% +1,321 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 4,402 $547K 0.38% 0 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 4,400 $547K 0.01% +85 13F-HR Timeline Group Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 4,391 $546K 0.37% +201 13F-HR Timeline Vines Capital Management, LLC More: the full row for Vines Capital Management, LLC 4,389 $546K 0.54% -19 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 3,987 $545K 0.04% -217 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 4,380 $544K 0.38% 0 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 4,375 $544K 0.31% +22 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 4,368 $543K 0.28% new 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 4,366 $543K 0.41% +218 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 4,345 $540K 0.15% -167 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 4,345 $540K 0.4% +115 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 4,343 $540K 0.2% -98 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 4,340 $540K 0.29% -358 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 4,336 $539K 0.09% -217 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 4,331 $538K 0.15% -4 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 4,328 $538K 0.22% -1 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 4,304 $535K 0.36% +180 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 4,295 $534K 0.16% -94 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 4,294 $534K 0.06% 0 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 4,289 $533K 0.11% +2,493 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 4,282 $532K 0.02% +13 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 4,249 $528K 0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 4,243 $527K 0.06% -886 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 4,229 $526K 0.23% 0 13F-HR/A Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 4,228 $526K 0.06% -282 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 4,210 $523K 0.09% +16 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 4,208 $523K 0.06% +663 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 4,181 $520K 0.09% -307 13F-HR/A Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 4,180 $520K 0.04% +829 13F-HR Timeline Group Leisure Capital Management More: the full row for Leisure Capital Management 4,175 $519K 0.18% -108 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 4,134 $519K 0.21% -30 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 4,171 $518K 0.04% +46 13F-HR Timeline Kooman & Associates More: the full row for Kooman & Associates 4,168 $518K 0.15% +23 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 4,165 $518K 0.08% -1,202 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 4,158 $517K 0.14% -82 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 4,140 $516K 0.17% -48 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 4,148 $516K 0.16% +356 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 3,752 $514K 0.04% +237 13F-HR Timeline HighRoad Wealth Advisors, LLC More: the full row for HighRoad Wealth Advisors, LLC 4,115 $511K 0.5% -16 13F-HR Timeline Ballentine Capital Advisors, Inc More: the full row for Ballentine Capital Advisors, Inc 4,106 $510K 0.21% 0 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 4,106 $510K 0.05% -352 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 4,090 $508K 0.03% +1,254 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 4,079 $507K 0.3% +306 13F-HR Timeline ADG Wealth Management Group, LLC More: the full row for ADG Wealth Management Group, LLC 4,072 $506K 0.35% +1,679 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 4,071 $506K 0.04% -17 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 4,065 $505K 0.06% new 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 4,061 $505K 0.07% +117 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 4,052 $504K 0.23% +505 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 4,051 $504K 0.02% 0 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 4,044 $503K <0.01% +185 13F-HR Timeline Group Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 4,038 $502K 0.05% -786 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 4,027 $501K 0.02% +1,210 13F-HR Timeline Group Gouws Capital LLC More: the full row for Gouws Capital LLC 4,025 $500K 0.26% 0 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 4,008 $498K 0.17% 0 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 4,000 $497K 0.27% 0 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 3,992 $496K 0.32% -239 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 3,973 $494K 0.28% -878 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 3,966 $493K 0.09% +2,109 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 3,967 $493K 0.03% new 13F-HR Timeline Polaris Investment Advisors, LLC More: the full row for Polaris Investment Advisors, LLC 3,966 $493K 0.36% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 3,968 $493K 0.11% 0 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 3,960 $492K 0.1% +94 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 3,956 $492K 0.11% 0 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 3,947 $491K 0.1% -176 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 3,945 $490K 0.24% +4 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 3,942 $490K 0.1% +51 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 3,932 $489K -1,100 Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 3,921 $486K 0.06% +2,212 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 3,878 $482K 0.26% -28 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 3,881 $482K 0.34% +2 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 3,876 $482K 0.03% new 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 3,861 $480K 0.02% -819 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 3,638 $480K 0.21% -454 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 3,843 $478K 0.09% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 3,837 $477K 0.05% +20 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 3,834 $477K 0.34% -1,466 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 3,833 $476K 0.1% +7 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 3,830 $476K 0.17% -157 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 3,808 $473K 0.01% +1,659 13F-HR Timeline Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 3,797 $472K 0.5% 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 3,791 $471K 0.02% -15 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 3,791 $471K 0.07% +225 13F-HR Timeline Carbahal Olsen Financial Services Group… More: the full row for Carbahal Olsen Financial Services Group, LLC 3,789 $471K 0.38% +48 13F-HR Timeline F&V Capital Management, LLC More: the full row for F&V Capital Management, LLC 3,770 $469K 0.1% 0 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 3,755 $467K 0.3% -66 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 3,754 $467K 0.1% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 3,752 $466K 0.05% +1,770 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 3,749 $466K 0.19% -2 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 9,230 $465K 0.03% -2,000 13F-HR Timeline Group NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 3,728 $463K 0.17% 0 13F-HR Timeline PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 3,724 $463K <0.01% 0 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 3,714 $462K 0.19% -4 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 3,705 $461K 0.18% +4 13F-HR Timeline Haverford Financial Services, Inc. More: the full row for Haverford Financial Services, Inc. 3,704 $460K 0.14% -1,506 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 3,689 $459K 0.03% new 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 3,688 $458K 0.04% +709 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 3,687 $458K 0.05% -111 13F-HR Timeline Ashford Advisors, LLC More: the full row for Ashford Advisors, LLC 3,685 $458K 0.11% 0 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 3,682 $458K 0.08% +376 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 3,682 $458K 0.14% -1,377 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 3,669 $456K 0.04% -94 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 3,672 $456K 0.05% 0 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 3,656 $454K 0.14% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 3,651 $454K 0.06% -1,894 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 3,622 $450K 0.05% -212 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 3,606 $448K 0.29% +166 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 3,589 $446K 0.05% +183 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 3,578 $445K 0.01% 0 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 3,577 $445K 0.07% 0 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 3,568 $444K 0.18% -674 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 3,559 $442K 0.14% +60 13F-HR Timeline Fortune Financial Group, Inc. More: the full row for Fortune Financial Group, Inc. 3,555 $442K 0.4% +1 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 3,552 $442K 0.01% 0 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 3,543 $440K 0.44% 0 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 3,528 $439K 0.17% +6 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 3,500 $437K 0.38% +3 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 3,515 $437K 0.18% +514 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 3,510 $436K 0.15% new 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 3,508 $436K 0.91% +280 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,504 $436K 0.04% +1,311 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 3,502 $435K 0.04% 0 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 3,500 $435K 0.53% -171 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 3,500 $435K 0.02% 0 13F-HR Timeline Rayburn West Financial Services LLC More: the full row for Rayburn West Financial Services LLC 3,500 $435K 0.26% 0 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 3,493 $434K 0.22% +1,704 13F-HR Timeline