EMERALD ADVISERS, LLC group of 2 filers holding More: the full row for EMERALD ADVISERS, LLC 1,385 $1.08M -320 Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 1,381 $1.08M 0.21% -913 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 1,381 $1.08M 0.31% +20 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 1,377 $1.07M 0.2% 0 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 1,625 $1.07M 0.54% +125 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 1,376 $1.07M 0.2% -95 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 1,374 $1.07M 0.21% -23 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 1,370 $1.07M 0.27% +196 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 1,367 $1.07M 0.56% +5 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 1,385 $1.07M 0.4% +151 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 1,365 $1.06M 0.57% +19 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 1,365 $1.06M 0.07% -34 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 1,362 $1.06M 0.8% +46 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,361 $1.06M 0.57% +197 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 1,361 $1.06M 0.92% +1 13F-HR/A Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 1,359 $1.06M 0.49% +900 13F-HR Timeline Greater Midwest Financial Group, LLC More: the full row for Greater Midwest Financial Group, LLC 1,354 $1.06M 0.81% +14 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 1,350 $1.05M 0.47% 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,348 $1.05M 0.13% +40 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 1,348 $1.05M 0.42% -216 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 1,348 $1.05M 0.08% -63 13F-HR Timeline JGP Global Gestao de Recursos Ltda. More: the full row for JGP Global Gestao de Recursos Ltda. 1,341 $1.05M 0.51% -4 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 1,340 $1.04M 0.08% -59 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 1,340 $1.04M 0.33% -66 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 1,335 $1.04M 0.12% new 13F-HR Timeline Constitution Capital LLC More: the full row for Constitution Capital LLC 1,330 $1.04M 0.53% 0 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 1,328 $1.04M 0.34% -4 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 1,328 $1.04M 0.45% +58 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 1,326 $1.03M 0.15% +388 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,330 $1.03M 0.22% -122 13F-HR Timeline Karani Asset Management LLC More: the full row for Karani Asset Management LLC 1,325 $1.03M 1% +600 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 1,325 $1.03M 0.62% -120 13F-HR Timeline Elefante Mark B More: the full row for Elefante Mark B 1,317 $1.03M 0.77% +729 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 1,313 $1.02M 0.03% 0 13F-HR Timeline Group Modus Advisors, LLC More: the full row for Modus Advisors, LLC 1,312 $1.02M 0.3% +233 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 1,312 $1.02M 0.5% +375 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 1,311 $1.02M 0.1% +279 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 1,311 $1.02M 0.65% -195 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 1,307 $1.02M 0.2% -8 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 1,306 $1.02M 0.57% -2 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 1,303 $1.02M 0.42% +101 13F-HR/A Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 1,302 $1.02M 0.12% +129 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 1,301 $1.01M 0.07% +75 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 1,301 $1.01M 0.62% +32 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 1,300 $1.01M 0.66% -200 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 1,299 $1.01M 0.09% +202 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 1,296 $1.01M 0.36% +61 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 1,365 $1.01M 0.49% -32 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 1,295 $1.01M 0.45% +733 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 1,293 $1.01M 0.32% +11 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 1,293 $1.01M 0.16% -36 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 1,292 $1.01M 0.24% -50 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 1,288 $1M 0.62% +67 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 1,285 $1M 0.15% +200 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 1,279 $997K 1.44% 0 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 1,273 $992K 1.81% -57,944 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,272 $992K 0.07% -163 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 1,271 $991K 0.27% +35 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 1,269 $990K 0.16% +13 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 1,296 $988K 0.28% +25 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 1,264 $985K 0.68% +666 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 1,263 $985K 0.14% -7 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 1,263 $984K 0.08% -311 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 1,261 $983K 0.32% -321 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 1,260 $983K 0.23% 0 13F-HR/A Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 1,257 $980K 0.36% +10 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 1,256 $979K 0.34% -70 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 1,252 $976K 0.11% -8 13F-HR Timeline PPS&V ASSET MANAGEMENT CONSULTANTS, INC. More: the full row for PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 1,252 $976K 0.62% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 1,250 $974K 0.55% 0 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 1,250 $974K 0.1% 0 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 1,248 $973K 0.56% -55 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 1,248 $973K 0.13% +66 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 1,247 $972K 0.18% +283 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 1,247 $972K 0.47% 0 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 1,247 $972K 0.38% +85 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 1,246 $971K 0.02% +55 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,267 $971K 0.2% +835 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 1,245 $971K 0.63% +5 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 1,244 $970K 0.09% -27 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 1,243 $969K 0.43% 0 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 1,240 $967K 0.25% -120 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 1,240 $967K 0.26% +93 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 1,239 $966K 0.08% +181 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 1,238 $965K 0.72% -68 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,238 $965K 0.36% +324 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 1,237 $964K 0.58% -3 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 1,235 $963K 0.52% 0 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 1,234 $962K 0.32% +100 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 1,234 $962K 0.12% -920 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 1,234 $962K 0.45% +33 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 1,234 $961K 0.15% +127 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 1,297 $960K 0.8% -3 13F-HR Timeline Stillwater Capital Advisors, LLC More: the full row for Stillwater Capital Advisors, LLC 1,231 $960K 0.12% -70 13F-HR Timeline Wealth Management Strategies, Inc. More: the full row for Wealth Management Strategies, Inc. 1,230 $959K 0.52% +2 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 1,230 $959K 0.21% -34 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 1,230 $959K 0.25% 0 13F-HR Timeline LATHROP INVESTMENT MANAGEMENT CO More: the full row for LATHROP INVESTMENT MANAGEMENT CO 1,228 $957K 0.18% +80 13F-HR Timeline DOHJ, LLC More: the full row for DOHJ, LLC 1,152 $956K 0.28% +838 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 1,225 $955K 0.35% +61 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 1,224 $954K 0.2% +675 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 1,223 $953K 0.74% +20 13F-HR Timeline Altrius Capital Management Inc More: the full row for Altrius Capital Management Inc 1,221 $952K 0.22% -17 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 1,219 $950K 0.34% -394 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 1,219 $950K 0.21% +1 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 1,218 $950K 0.05% +749 13F-HR Timeline Lattice Capital Management, LLC More: the full row for Lattice Capital Management, LLC 1,218 $949K 1.05% +200 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 1,215 $947K 0.49% +19 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 1,214 $946K 0.25% 0 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 1,211 $944K 0.41% +221 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 1,210 $943K 0.4% -44 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 1,210 $943K 0.17% +15 13F-HR Timeline CFC Planning Co LLC More: the full row for CFC Planning Co LLC 1,209 $943K 0.91% +1 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 1,204 $939K 0.03% -94 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 1,203 $938K 0.05% -144 13F-HR Timeline Group First Western Trust Bank More: the full row for First Western Trust Bank 1,203 $938K 0.04% -198 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 1,202 $937K 0.76% -281 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 1,200 $935K 0.19% -697 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 1,200 $935K 0.7% +4 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 1,199 $935K 0.83% 0 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 1,198 $934K 0.75% +66 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 1,194 $931K 0.47% -16 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1,194 $931K 0.39% +164 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,170 $930K 0.49% +52 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 1,194 $930K 0.37% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 1,192 $929K 0.44% -74 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,191 $928K 0.26% +228 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 1,190 $928K 0.53% -8 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 1,183 $922K 0.37% +153 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 1,183 $922K 0.62% -419 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 1,180 $920K 0.3% -32 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 1,179 $919K 0.11% 0 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 1,178 $918K 0.15% +262 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 1,178 $918K 0.25% -5 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 1,187 $917K 0.32% -60 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 1,174 $915K 0.37% +852 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 1,173 $914K 0.72% -48 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 1,169 $911K 0.3% +59 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,168 $910K 0.06% +15 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 1,167 $910K 0.27% -635 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 1,165 $908K 0.08% -153 13F-HR/A Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 1,165 $908K 0.48% +6 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 1,163 $907K 0.4% +130 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 1,449 $906K 0.43% +1 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 1,161 $905K 0.5% +141 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 1,158 $903K 0.74% -54 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 1,156 $901K 0.19% -104 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 1,156 $901K 0.18% +2 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 1,153 $899K 0.13% -50 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 1,151 $897K 0.42% -45 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 1,144 $892K 0.05% +18 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 1,143 $891K 0.07% +13 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,141 $889K 0.22% -26 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 1,141 $889K 0.31% +112 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 1,139 $888K 0.13% +46 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,138 $887K 0.31% +132 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 1,138 $887K 0.38% +928 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 1,097 $886K 0.3% +123 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 1,134 $884K 0.08% +6 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 1,132 $882K 0.39% -101 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 1,131 $882K 0.16% 0 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 1,130 $881K 0.08% -30 13F-HR Timeline Peloton Wealth Strategists More: the full row for Peloton Wealth Strategists 1,127 $878K 0.35% +16 13F-HR Timeline TRAN CAPITAL MANAGEMENT, L.P. More: the full row for TRAN CAPITAL MANAGEMENT, L.P. 1,126 $878K 0.1% 0 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 1,126 $878K 0.7% +21 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 1,126 $878K 0.4% 0 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 1,125 $877K 0.72% +42 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 1,125 $877K 0.23% +167 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 1,123 $875K 0.36% +50 13F-HR Timeline V. M. MANNING & CO., INC. More: the full row for V. M. MANNING & CO., INC. 1,195 $875K 0.97% 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 1,123 $875K 0.36% 0 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 1,121 $874K 0.4% +231 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,119 $872K 0.09% -21 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 1,118 $872K 0.37% -121 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 1,118 $872K 0.14% -41 13F-HR Timeline DOCK STREET ASSET MANAGEMENT INC More: the full row for DOCK STREET ASSET MANAGEMENT INC 1,118 $872K 0.08% 0 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 1,117 $871K 0.24% +4 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 1,116 $870K 0.21% +125 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 1,115 $869K 0.28% +58 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 1,114 $868K 0.09% +40 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 1,112 $867K 0.83% -118 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 1,111 $866K 0.18% +91 13F-HR Timeline Corundum Trust Company, INC More: the full row for Corundum Trust Company, INC 1,102 $859K 2.27% -43 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 1,102 $859K 0.64% -17 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,101 $858K 0.59% +13 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 1,100 $857K 0.08% 0 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 1,104 $857K 0.5% -171 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 1,098 $856K 0.5% +34 13F-HR Timeline SMI Advisory Services, LLC More: the full row for SMI Advisory Services, LLC 1,083 $855K 0.17% new 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 1,097 $855K 0.1% +5 13F-HR Timeline New Perspectives, Inc More: the full row for New Perspectives, Inc 1,097 $855K 0.42% 0 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 1,102 $855K 0.49% -51 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 1,096 $854K 0.04% -6 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 1,092 $851K 0.07% +1 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 1,090 $850K 0.21% +214 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,090 $850K 0.04% 0 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 1,087 $848K 0.59% -19 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 1,087 $847K 0.21% 0 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 1,091 $847K 0.3% -32 13F-HR Timeline Cyr Financial Inc. More: the full row for Cyr Financial Inc. 1,083 $844K 0.65% +262 13F-HR Timeline