Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 4,335 $534K 0.02% -391 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 4,330 $534K 0.44% -2,474 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 4,320 $532K 0.14% +253 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 4,305 $531K 0.22% 0 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 4,291 $529K 0.03% +57 13F-HR Timeline BANK OZK More: the full row for BANK OZK 4,279 $527K 0.19% 0 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 4,251 $524K 0.34% -40 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 4,229 $521K 0.23% -1,835 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 4,217 $520K 0.04% 0 13F-HR Timeline O'Connor Financial Group LLC More: the full row for O'Connor Financial Group LLC 4,208 $520K 0.21% -486 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 4,200 $518K 0.07% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 4,193 $517K 0.2% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 4,179 $515K 0.02% +145 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 4,172 $514K 0.06% 0 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 4,171 $514K 0.16% 0 13F-HR Timeline HFG Advisors, Inc. 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More: the full row for SAXON INTERESTS, INC. 3,313 $408K 0.14% -47 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 3,312 $408K 0.29% -164 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 3,305 $407K 0.13% 0 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 3,290 $406K 0.07% +27 13F-HR Timeline Ascension Capital Advisors, Inc. More: the full row for Ascension Capital Advisors, Inc. 3,279 $404K 0.14% -63,161 13F-HR Timeline JENNISON ASSOCIATES LLC More: the full row for JENNISON ASSOCIATES LLC 3,276 $404K <0.01% new 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 3,275 $404K 0.11% 0 13F-HR Timeline Swisher Financial Concepts, Inc. 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More: the full row for KLCM Advisors, Inc. 3,244 $400K 0.03% new 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 3,242 $400K 0.03% -3,934 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 3,238 $399K 0.3% 0 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 398,993 $399K 0.29% 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 3,232 $398K 0.16% +71 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 3,229 $398K 0.05% new 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 3,229 $398K 0.2% -21 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 3,227 $398K 0.05% new 13F-HR Timeline Peak Retirement Planning, Inc. 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Kraus & Co 3,000 $370K 0.1% 0 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 3,000 $370K 0.14% 0 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 2,999 $370K 0.03% new 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 2,998 $370K 0.11% 0 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 2,970 $366K 0.07% new 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 2,967 $366K 0.06% +2 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 2,964 $365K 0.06% +3 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 2,959 $365K 0.17% +638 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 2,952 $364K <0.01% +1,028 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 2,945 $363K 0.1% -510 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 2,943 $363K 0.12% 13F-HR Timeline STONE LOFT WEALTH MANAGEMENT LLC More: the full row for STONE LOFT WEALTH MANAGEMENT LLC 2,920 $360K 0.34% 13F-HR Timeline MASSACHUSETTS FINANCIAL SERVICES CO /MA/ in group MASSACHUSETTS FINANCIAL SERVI… More: the full row for MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 2,900 $357K <0.01% new 13F-HR Timeline Group 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 2,899 $357K 0.04% -2 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 2,896 $357K 0.09% -392 13F-HR Timeline Three Cord True Wealth Management, LLC More: the full row for Three Cord True Wealth Management, LLC 2,867 $353K 0.21% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 2,851 $351K 0.04% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 2,843 $350K 0.12% -55 13F-HR Timeline Strategic Point Investment Advisors, LLC More: the full row for Strategic Point Investment Advisors, LLC 2,840 $350K 0.05% -40 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 2,835 $349K 0.16% 0 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 2,830 $349K 0.06% -137 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 2,824 $348K 0.1% -58 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 2,807 $346K 0.1% -1,260 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 2,801 $345K 0.04% -82 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 2,800 $345K 0.08% -1,000 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 2,795 $344K 0.07% +313 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 2,791 $344K 0.23% -47 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 2,790 $344K 0.04% new 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 2,788 $344K 0.02% +168 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 2,788 $344K 0.06% +564 13F-HR Timeline