VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 3,009 $287K +506 Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 3,008 $287K 0.04% -1,474 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 3,000 $286K <0.01% -516 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 2,998 $286K 0.24% +22 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 2,987 $285K 0.06% +675 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,992 $285K 0.08% +23 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 2,951 $282K 0.07% +537 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 2,945 $281K 0.11% 0 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 2,928 $279K 0.02% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,958 $279K 0.01% new 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 2,910 $278K 0.02% -1,073 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,893 $276K 0.07% +11 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 2,854 $272K 0.07% +5 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,837 $271K 0.01% 0 13F-HR Timeline First Fiduciary Investment Counsel, Inc. More: the full row for First Fiduciary Investment Counsel, Inc. 2,824 $270K 0.05% new 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 2,790 $266K +720 Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 2,769 $264K 0.02% +200 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 2,767 $264K 0.03% 0 13F-HR Timeline Polaris Investment Advisors, LLC More: the full row for Polaris Investment Advisors, LLC 2,763 $264K 0.17% 0 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 2,739 $261K 0.03% new 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 2,736 $261K <0.01% +2 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 2,717 $259K <0.01% 0 13F-HR Timeline Group CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 2,698 $257K 0.03% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,645 $252K <0.01% -460 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 2,645 $252K 0.14% +203 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 2,632 $251K 0.07% 0 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 2,630 $251K <0.01% new 13F-HR Timeline Group Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 2,630 $251K 0.14% new 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 2,625 $251K 0.11% +9 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,594 $248K 0.01% +2 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 2,594 $248K 0.08% new 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 2,578 $246K 0.22% -1,471 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 2,828 $245K 0.03% 0 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 2,559 $244K 0.03% new 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 2,551 $243K <0.01% +127 13F-HR Timeline Group Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 2,536 $242K 0.01% new 13F-HR Timeline Group Embree Financial Group More: the full row for Embree Financial Group 2,527 $241K 0.02% -1,411 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 2,525 $241K 0.1% 0 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 2,520 $241K 0.03% new 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,514 $240K 0.02% new 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 2,501 $239K 0.07% -308 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 2,486 $237K 0.05% -22 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 2,467 $235K 0.18% +382 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 2,441 $233K 0.06% 0 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 2,438 $233K 0.04% -128 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 2,413 $230K 0.09% 0 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 2,411 $230K 0.03% -1,097 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 2,409 $230K <0.01% -237,976 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 2,399 $229K 0.01% -812 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 2,396 $229K 0.06% 0 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 2,384 $228K 0.01% -26 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 2,369 $226K 0.03% new 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 2,344 $224K 0.07% 0 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 2,322 $222K 0.34% -73 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 2,311 $221K 0.02% 0 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 2,270 $217K 0.04% new 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 2,265 $216K <0.01% new 13F-HR Timeline Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 2,254 $215K 0.17% new 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 2,254 $215K 0.02% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,275 $215K <0.01% +74 13F-HR Timeline Busey Bank More: the full row for Busey Bank 2,241 $214K 0.01% new 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 2,241 $214K 0.03% new 13F-HR Timeline SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT… More: the full row for SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 2,681 $214K 0.12% new 13F-HR Timeline Wise Wealth Partners More: the full row for Wise Wealth Partners 2,226 $212K 0.36% -3,318 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 2,225 $212K 0.02% 0 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 2,224 $212K 0.02% new 13F-HR Timeline Klaas Financial Asset Advisors, LLC More: the full row for Klaas Financial Asset Advisors, LLC 2,216 $211K 0.03% -160 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 2,236 $211K 0.1% -122 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 2,213 $211K 0.01% new 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 2,196 $210K 0.02% new 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 2,180 $208K <0.01% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,174 $207K <0.01% new 13F-HR Timeline Group Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,172 $207K 0.02% new 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 2,142 $204K 0.13% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,136 $204K 0.01% +1,536 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 2,129 $203K 0.04% new 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 2,123 $203K 0.01% new 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 2,117 $202K <0.01% new 13F-HR Timeline Independence Financial Advisors, LLC More: the full row for Independence Financial Advisors, LLC 2,111 $202K 0.05% new 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 2,105 $201K 0.04% new 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 2,101 $201K 0.11% +182 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 2,053 $196K 0.03% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 2,042 $195K 0.1% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 2,034 $194K 0.1% 0 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 1,958 $187K 0.1% +108 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,929 $184K 0.08% +321 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,888 $180K 0.01% -150 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 1,858 $177K 0.03% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,785 $170K 0.01% -693 13F-HR Timeline Group IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 1,700 $162K 0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,582 $151K <0.01% +455 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,555 $148K 0.02% -250 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,519 $145K <0.01% -2,087,189 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,485 $142K 0.01% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 1,418 $135K 0.07% +18 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,393 $133K 0.06% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 1,366 $130K 0.03% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 1,345 $128K 0.03% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,324 $126K 0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 1,240 $118K 0.01% new 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,233 $118K <0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,196 $114K 0.04% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,124 $107K 0.02% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,094 $103K 0.01% -1,651 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 1,057 $101K 0.02% +182 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 1,000 $95.4K 0.02% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 991 $94.6K <0.01% +25 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 987 $94.2K +200 Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 927 $88.5K <0.01% -235 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 910 $86.9K 0.03% 0 13F-HR Timeline Ball & Co Wealth Management Inc. More: the full row for Ball & Co Wealth Management Inc. 910 $86K 0.06% new 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 890 $84.9K <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 877 $83.7K 0.02% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 834 $79.6K 0.02% +784 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 824 $78.6K 0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 820 $78.3K 0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 795 $75.9K <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 785 $74.9K 0.02% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 772 $73.6K <0.01% +10 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 752 $71.8K <0.01% +167 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 725 $69.2K 0.05% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 705 $67.3K 0.02% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 710 $67K <0.01% -108 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 687 $65.6K <0.01% -468 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 669 $63.9K 0.04% new 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 651 $62.1K 0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 640 $61.1K 0.01% 0 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 600 $57.3K 0.02% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 594 $56.7K 0.01% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 586 $55.9K 0.04% +8 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 576 $55K 0.03% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 573 $54.7K <0.01% 0 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 568 $54.2K 0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 550 $52.5K 0.01% -1,098 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 547 $52.2K 0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 534 $50.9K 0.02% -96 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 510 $48.7K 0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 503 $48K <0.01% +5 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 490 $46.8K <0.01% 0 13F-HR Timeline Group YANKCOM Partnership More: the full row for YANKCOM Partnership 449 $42.9K 0.02% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 436 $41.6K 0.02% +5 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 436 $41.6K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 426 $40K 0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 415 $39.6K 0.02% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 410 $39.2K 0.01% +2 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 407 $38.8K 0.02% +100 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 404 $38.6K 0.01% +5 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 389 $37.1K 0.01% 0 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 385 $36.7K 0.01% 0 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 369 $35.2K 0.01% new 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 369 $35.2K 0.02% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 367 $35K <0.01% 0 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 416 $35K 0.03% 0 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 361 $34.5K 0.01% new 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 351 $33.5K 0.01% 0 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 347 $33.1K 0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 330 $31.5K 0.01% -4,006 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 321 $30.6K <0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 311 $29.7K <0.01% 0 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 305 $29.1K 0.02% 0 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 300 $28.6K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 288 $27.5K <0.01% +38 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 284 $27.1K <0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 279 $26.6K <0.01% +129 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 276 $26.3K <0.01% 0 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 274 $26.2K 0.02% +3 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 254 $24.2K 0.01% -143 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 251 $24K <0.01% new 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 245 $23.4K 0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 232 $22.1K 0.01% 0 13F-HR Timeline Group Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 231 $22K 0.01% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 226 $21.6K <0.01% -92 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 222 $21.2K <0.01% new 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 218 $20.8K 0.01% +3 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 210 $20K <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 208 $19.9K <0.01% 0 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 208 $19.8K 0.02% new 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 203 $19.3K <0.01% +3 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 202 $19.3K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 197 $19K <0.01% +2 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 187 $18K <0.01% 0 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 175 $16.7K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 173 $16.5K <0.01% -115 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 166 $15.8K 0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 160 $15.3K 0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 160 $15.3K <0.01% -38 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 160 $15.2K 0.01% +1 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 157 $15K 0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 154 $14.7K <0.01% +25 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 139 $13.2K <0.01% +2 13F-HR Timeline Timmons Wealth Management, LLC More: the full row for Timmons Wealth Management, LLC 137 $13K 0.01% +2 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 136 $13K <0.01% 0 13F-HR Timeline Go Invest LLC More: the full row for Go Invest LLC 133 $12.7K <0.01% +9 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 127 $12.1K 0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 123 $11.7K <0.01% new 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 123 $11.7K 0.01% +2 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 122 $11.7K <0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 106 $10.1K 0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 105 $10.1K <0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 105 $10K <0.01% +2 13F-HR Timeline