Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 1,381 $1.05M 0.32% -41 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 1,381 $1.05M 0.22% -17 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 1,381 $1.05M 0.28% 0 13F-HR Timeline Greater Midwest Financial Group, LLC More: the full row for Greater Midwest Financial Group, LLC 1,380 $1.05M 0.68% +26 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 1,244 $1.05M 0.17% -278 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 1,375 $1.05M 0.47% +10 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 1,269 $1.05M 0.79% +46 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 1,375 $1.05M 0.09% -295 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 1,372 $1.05M 0.51% +5 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 1,372 $1.05M 0.18% -2 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1,370 $1.05M 0.34% +841 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 1,370 $1.05M 0.43% +136 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 1,369 $1.04M 0.31% +108 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 1,274 $1.04M 0.38% 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 1,369 $1.04M 0.1% +58 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 1,366 $1.04M 0.08% +18 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 1,365 $1.04M 0.18% -12 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 1,364 $1.04M 0.05% -273 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 1,363 $1.04M 0.03% +50 13F-HR Timeline Group Element Wealth, LLC More: the full row for Element Wealth, LLC 1,362 $1.04M 0.45% +3 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 1,361 $1.04M 0.11% -673 13F-HR/A Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 1,361 $1.04M 0.34% +223 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 1,360 $1.04M 0.41% -191 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 1,359 $1.04M 0.61% +58 13F-HR Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 1,427 $1.04M 0.71% 0 13F-HR Timeline JGP Global Gestao de Recursos Ltda. 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More: the full row for Swisher Financial Concepts, Inc. 1,219 $930K 0.56% -26 13F-HR Timeline Lattice Capital Management, LLC More: the full row for Lattice Capital Management, LLC 1,218 $929K 0.89% 0 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 1,218 $929K 0.19% -1 13F-HR Timeline LATHROP INVESTMENT MANAGEMENT CO More: the full row for LATHROP INVESTMENT MANAGEMENT CO 1,218 $929K 0.17% -10 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 1,215 $927K 0.45% 0 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 1,214 $926K 0.22% 0 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 1,214 $926K 0.64% +41 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 1,214 $926K 0.04% +118 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 1,210 $923K 0.34% +848 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 1,210 $923K 0.24% +32 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 1,209 $922K 0.24% -286 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 1,717 $922K 0.1% +943 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 1,204 $919K 0.07% +168 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 1,201 $916K 0.07% new 13F-HR Timeline Group Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 1,200 $916K 0.36% -11 13F-HR Timeline THOMPSON DAVIS & CO., INC. 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M. MANNING & CO., INC. More: the full row for V. M. MANNING & CO., INC. 1,195 $875K 0.8% 0 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 1,147 $875K 0.48% +45 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 1,146 $874K 0.33% -28 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 1,145 $874K 0.07% +11 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 1,145 $874K 0.14% -842 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 1,145 $873K 0.24% -22 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 1,143 $872K 0.1% -36 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 1,141 $871K 0.17% +30 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 1,139 $869K 0.37% +13 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 1,136 $867K 0.29% +13 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 1,137 $864K 0.01% +364 13F-HR Timeline Group Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 1,132 $864K 0.46% +28 13F-HR Timeline CNB Bank More: the full row for CNB Bank 1,130 $862K 0.36% -62 13F-HR Timeline Peloton Wealth Strategists More: the full row for Peloton Wealth Strategists 1,130 $862K 0.34% +3 13F-HR Timeline TRAN CAPITAL MANAGEMENT, L.P. 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