CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 7,303 $1.08M 0.84% -253 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 7,262 $1.08M 0.13% -794 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 7,252 $1.08M 0.35% +2,909 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 7,240 $1.07M 0.73% -249 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 7,240 $1.07M 0.19% -169 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 7,205 $1.07M 0.44% +22 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 7,198 $1.07M 0.32% -484 13F-HR Timeline URS Advisory LLC More: the full row for URS Advisory LLC 7,197 $1.07M 0.59% new 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 7,196 $1.07M 0.36% 0 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 7,155 $1.06M 0.03% -1,114 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 7,150 $1.06M 0.26% 0 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 7,147 $1.06M 0.1% +4,400 13F-HR Timeline Curry Webb Wealth Management LLC More: the full row for Curry Webb Wealth Management LLC 7,137 $1.06M 0.44% -1,199 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 7,075 $1.05M 0.15% -13 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 7,075 $1.05M 0.07% +484 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 7,072 $1.05M 0.33% +48 13F-HR Timeline Linscomb Wealth, Inc. 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More: the full row for Strategic Wealth Partners, Ltd. 6,331 $939K 0.06% +59 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 6,323 $938K 0.4% -7 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 6,321 $937K 0.26% +141 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 6,310 $936K 0.26% -37,909 13F-HR Timeline Seven Post Investment Office LP More: the full row for Seven Post Investment Office LP 6,298 $934K 0.27% 0 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 6,280 $931K 0.07% -948 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 6,276 $931K 0.1% -43 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 6,265 $929K 0.19% 0 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 6,261 $929K 0.21% +5 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 6,250 $927K 0.12% -380 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 6,229 $924K 0.11% +307 13F-HR Timeline Willis Johnson & Associates, Inc. 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LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 5,930 $879K 0.04% +513 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 5,923 $878K 0.32% +3 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 5,919 $878K 0.06% +63 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 5,915 $877K 0.55% -24 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. 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Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 5,750 $853K 0.23% +413 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 5,749 $853K 0.04% -51 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 5,748 $852K 0.05% -58 13F-HR Timeline Ausdal Financial Partners, Inc. 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More: the full row for Bouchey Financial Group, Ltd. 5,699 $845K 0.05% 0 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 5,692 $844K 0.19% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 5,678 $842K 0.06% -294 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 5,650 $838K <0.01% -48 13F-HR Timeline Group Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 5,644 $837K 0.02% +3,897 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 5,642 $837K 0.92% +17 13F-HR Timeline Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 5,638 $836K 0.3% +88 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 5,632 $835K 0.04% +485 13F-HR Timeline HFG Advisors, Inc. 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