ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 9,236 $1.91M 0.14% -602 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 9,224 $1.91M 0.14% +4,517 13F-HR/A Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 9,211 $1.91M 0.47% +223 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 9,181 $1.9M 0.43% -513 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 9,161 $1.9M 0.16% -1,076 13F-HR Timeline Group Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 9,156 $1.89M 0.63% +1,705 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 9,151 $1.89M 0.95% 0 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 9,149 $1.89M 0.72% -525 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 9,145 $1.89M 0.08% +147 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 9,145 $1.89M 0.2% +406 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 9,143 $1.89M 0.1% -239 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 9,129 $1.89M 0.27% -2 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 9,113 $1.89M 0.78% -33 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 9,107 $1.88M 0.21% -1,995 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 9,104 $1.88M 0.54% +37 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 9,087 $1.88M 0.11% -17,787 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 9,087 $1.88M 1.08% -374 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 9,085 $1.88M 0.22% +67 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 9,076 $1.88M 0.14% new 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 9,034 $1.87M 1.17% -116 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 9,032 $1.87M -656 Timeline VAUGHAN NELSON INVESTMENT MANAGEMENT, L… More: the full row for VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 9,015 $1.87M 0.02% -10,675 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 9,001 $1.86M 0.79% -139 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 8,961 $1.85M 0.77% +1 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 8,940 $1.85M 0.91% -71 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 8,902 $1.84M 1.6% -209 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 8,900 $1.84M 1.43% 0 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 8,883 $1.84M 0.56% +39 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 8,878 $1.84M 0.2% +113 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 8,867 $1.83M 0.27% +430 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 8,864 $1.83M 0.99% -800 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 8,860 $1.83M 0.4% -50 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 8,788 $1.82M 1.24% -86 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 8,783 $1.82M 0.15% +7 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 8,781 $1.82M 0.31% -192 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 8,751 $1.81M 0.84% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 8,744 $1.81M 0.17% +1,159 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 8,741 $1.81M 0.23% +443 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 8,739 $1.81M 0.92% +61 13F-HR Timeline Group Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 8,722 $1.8M 0.38% 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 8,717 $1.8M 0.47% +13 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 8,710 $1.8M 0.14% +286 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 8,694 $1.8M 0.21% +117 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 8,678 $1.8M 0.23% +844 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 8,676 $1.8M 0.65% -189 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 8,662 $1.79M 0.11% +1,389 13F-HR Timeline Midway Capital Research & Management More: the full row for Midway Capital Research & Management 8,657 $1.79M 1.75% 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 8,650 $1.79M 0.1% +844 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 8,640 $1.79M 0.01% +339 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 8,637 $1.79M 0.08% 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 8,628 $1.79M 1.57% 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 8,617 $1.78M 0.36% +698 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 8,611 $1.78M 0.18% -307 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 8,611 $1.78M 0.95% -148 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 8,594 $1.78M 0.96% +86 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 8,587 $1.78M 0.14% +10 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 8,586 $1.78M 0.69% +112 13F-HR Timeline Peloton Wealth Strategists More: the full row for Peloton Wealth Strategists 8,580 $1.78M 0.69% -2,148 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 8,579 $1.78M 0.59% -517 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 8,565 $1.77M 0.4% +112 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 8,554 $1.77M 0.82% 13F-HR Timeline Onex Canada Asset Management Inc. More: the full row for Onex Canada Asset Management Inc. 8,541 $1.77M 0.25% -1,117 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 8,536 $1.77M 1.05% +321 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 8,520 $1.76M 1.28% +20 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 8,503 $1.76M 0.71% +509 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 8,476 $1.75M 0.88% +64 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 8,472 $1.75M 1.26% -230 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 8,468 $1.75M 0.51% -5,000 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 8,458 $1.75M 0.08% +153 13F-HR Timeline Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 8,456 $1.75M 1.63% -49 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 8,445 $1.75M 0.62% -147 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 8,434 $1.75M 0.61% -728 13F-HR Timeline 111 Capital More: the full row for 111 Capital 8,416 $1.74M 0.38% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 8,415 $1.74M 0.66% -4,594 13F-HR Timeline Group Athena Investment Management More: the full row for Athena Investment Management 8,413 $1.74M 0.89% -24 13F-HR Timeline RICE HALL JAMES & ASSOCIATES, LLC More: the full row for RICE HALL JAMES & ASSOCIATES, LLC 8,409 $1.74M 0.1% -129 13F-HR Timeline Jefferson Bridge Capital, LLC More: the full row for Jefferson Bridge Capital, LLC 8,399 $1.74M 1.75% 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 8,381 $1.73M 0.87% 0 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 8,350 $1.73M 0.27% +66 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 8,348 $1.73M 0.23% +21 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 8,338 $1.73M 0.58% +24 13F-HR Timeline BANK OZK More: the full row for BANK OZK 8,338 $1.73M 0.61% +125 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 8,321 $1.72M 1.02% -57 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 8,276 $1.71M 0.17% +387 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 8,275 $1.71M 0.28% +675 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 8,263 $1.71M 0.71% +231 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 8,261 $1.71M 0.37% -2,522 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 8,251 $1.71M 0.39% -20 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 8,247 $1.71M 0.5% +490 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 7,107 $1.71M 1.2% -247 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 8,242 $1.71M 1.04% +240 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 8,241 $1.71M 0.74% -217 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 8,234 $1.7M 0.38% +954 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 8,225 $1.7M 0.61% -262 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 8,219 $1.7M 0.11% +2,574 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 8,215 $1.7M 0.72% +22 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 8,197 $1.7M 0.3% +31 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 8,196 $1.7M 0.42% -49 13F-HR Timeline Group AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 8,181 $1.69M 0.31% -1,417 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 8,172 $1.69M 0.49% +1,989 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 8,143 $1.69M 0.3% +1,168 13F-HR/A Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 8,144 $1.69M 0.18% +41 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 8,130 $1.68M 0.23% -9 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 8,117 $1.68M 0.32% +738 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 8,116 $1.68M 0.4% +1,254 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 8,105 $1.68M 0.18% -92 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 8,088 $1.67M 0.45% -20 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 8,078 $1.67M 0.5% +374 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 8,063 $1.67M 0.38% -537 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 8,046 $1.67M 0.5% +365 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 8,042 $1.66M 1.31% -59 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 8,036 $1.66M 0.14% +1,047 13F-HR Timeline MARS JEWETT FINANCIAL GROUP, INC. More: the full row for MARS JEWETT FINANCIAL GROUP, INC. 6,891 $1.66M 0.49% 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 8,006 $1.66M 0.93% +142 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 7,996 $1.65M 0.9% -211 13F-HR Timeline INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 7,986 $1.65M 0.18% +5,202 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 7,976 $1.65M 0.36% +200 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 7,974 $1.65M 0.27% -2,445 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 7,964 $1.65M 0.25% +63 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 7,957 $1.65M 0.43% -201 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 7,951 $1.65M 0.23% +700 13F-HR Timeline Group LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 7,943 $1.64M 0.12% +577 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 7,926 $1.64M 0.36% 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 7,909 $1.64M 1.02% +2 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 7,885 $1.63M 0.13% -224 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 7,868 $1.63M 0.6% -3,002 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 7,844 $1.62M 0.15% +273 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 7,843 $1.62M 0.37% -302 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 7,824 $1.62M 0.55% -1,011 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 7,812 $1.62M 0.77% -589 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 7,799 $1.61M 0.7% +100 13F-HR Timeline BAYBAN More: the full row for BAYBAN 7,798 $1.61M 1.43% 13F-HR Timeline PITCAIRN CO group of 2 filers holding More: the full row for PITCAIRN CO 7,784 $1.61M -30,303 Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 7,781 $1.61M 1.49% +13 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 7,769 $1.61M 1.03% +491 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 7,763 $1.61M 0.37% +1,410 13F-HR Timeline PINCUS CAPITAL MANAGEMENT, LP More: the full row for PINCUS CAPITAL MANAGEMENT, LP 7,707 $1.59M 1.06% 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 7,691 $1.59M 0.1% -775 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 7,690 $1.59M 1.65% +1,093 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 7,685 $1.59M 0.96% -137 13F-HR Timeline CNB Bank More: the full row for CNB Bank 7,675 $1.59M 0.65% -106 13F-HR Timeline Wealth Intelligence, LLC More: the full row for Wealth Intelligence, LLC 7,661 $1.59M 0.79% 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 7,653 $1.58M 0.26% +19 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 7,340 $1.58M 0.6% +4,199 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 7,611 $1.58M 0.29% -101 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 7,597 $1.57M 0.18% +43 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 7,585 $1.57M 0.47% -76 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 7,576 $1.57M 0.14% 0 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 7,574 $1.57M 0.52% +44 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 7,573 $1.57M 0.38% -293 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 7,567 $1.57M 0.83% +384 13F-HR Timeline Teucrium Investment Advisors, LLC More: the full row for Teucrium Investment Advisors, LLC 7,558 $1.56M 1.72% 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 7,556 $1.56M 0.07% +77 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 7,552 $1.56M 0.36% +5,292 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 7,551 $1.56M 0.88% 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 7,531 $1.56M 0.54% 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 7,530 $1.56M 0.61% -274 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 7,528 $1.56M 0.62% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 7,493 $1.55M 0.54% +6,239 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 7,492 $1.55M 1.56% -106 13F-HR Timeline Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 7,489 $1.55M 0.82% 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 7,482 $1.55M 0.1% +245 13F-HR/A Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 7,478 $1.55M 0.45% -178 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 7,464 $1.54M 0.32% -51 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 7,454 $1.54M 0.36% -1,079 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 7,443 $1.54M 0.77% 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 7,443 $1.54M 0.62% +3 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 7,427 $1.54M 1.37% 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 7,424 $1.54M 0.38% +130 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 7,403 $1.53M 0.78% +738 13F-HR Timeline GRANITE ISLANDS PRIVATE WEALTH, LLC More: the full row for GRANITE ISLANDS PRIVATE WEALTH, LLC 7,433 $1.53M 1.41% 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 7,387 $1.53M 0.21% -245 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 7,386 $1.53M 0.11% -415 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 7,378 $1.53M 0.47% +404 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 7,366 $1.52M 0.11% +117 13F-HR Timeline Jones Kertz & Associates, Inc. More: the full row for Jones Kertz & Associates, Inc. 7,359 $1.52M 0.78% 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 7,357 $1.52M 0.56% +127 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 7,353 $1.52M 0.09% new 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 7,350 $1.52M 0.57% -22 13F-HR Timeline Broadleaf Partners, LLC More: the full row for Broadleaf Partners, LLC 7,348 $1.52M 0.32% +43 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 7,343 $1.52M 1.13% -271 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 7,342 $1.52M 0.99% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 7,341 $1.52M 0.21% 0 13F-HR Timeline GREAT OAK CAPITAL PARTNERS, LLC More: the full row for GREAT OAK CAPITAL PARTNERS, LLC 7,322 $1.52M 0.38% +5,646 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 7,335 $1.52M 0.51% -28 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 7,330 $1.52M 0.24% -23 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 7,338 $1.52M 0.41% -27 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 6,663 $1.51M 0.23% +114 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 6,643 $1.51M 0.03% +4,292 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 7,275 $1.51M 0.41% +98 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 7,253 $1.5M 0.74% +72 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 7,247 $1.5M 0.75% 0 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 6,868 $1.5M 0.34% +3,102 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 7,241 $1.5M 0.14% +918 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 7,240 $1.5M 1.29% +119 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 6,385 $1.5M 0.37% +4 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 7,233 $1.5M 0.33% -109 13F-HR Timeline PCB Capital LLC More: the full row for PCB Capital LLC 7,233 $1.5M 2.4% 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 6,860 $1.5M 0.59% -83 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 7,226 $1.5M 0.12% 13F-HR Timeline