LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 4,891 $4.04M 1.11% +1,266 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 4,874 $4.03M 0.24% +60 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 4,872 $4.02M 0.61% -18 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 4,867 $4.02M 0.77% +78 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 4,853 $4.01M 0.45% -50 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 4,850 $4.01M 0.32% +68 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,849 $4.01M 0.25% +538 13F-HR Timeline GARDNER LEWIS ASSET MANAGEMENT L P More: the full row for GARDNER LEWIS ASSET MANAGEMENT L P 4,846 $4M 0.96% +2,398 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 4,842 $4M 0.83% +1,427 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 4,842 $4M 1.77% 0 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 4,834 $3.99M 0.17% -37,267 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 4,833 $3.99M 1.77% +304 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 4,827 $3.99M 0.42% +1,606 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 4,824 $3.98M 3.04% -424 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 4,824 $3.98M 0.86% -2,220 13F-HR Timeline Banco de Sabadell, S.A More: the full row for Banco de Sabadell, S.A 4,822 $3.98M 3.03% +289 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 4,819 $3.98M 0.9% -352 13F-HR/A Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 5,433 $3.98M 0.79% -80 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 4,814 $3.98M 1.02% +1,120 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 4,803 $3.97M 0.88% -69 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 4,802 $3.97M 0.29% +588 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 4,787 $3.95M 1.05% -138 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 4,779 $3.95M 1.42% +360 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 4,776 $3.94M 0.26% -44 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 4,770 $3.94M 0.75% -15 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 4,772 $3.94M 0.08% +574 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 4,767 $3.94M 1.64% +676 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 4,765 $3.94M 0.57% -1,347 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 4,764 $3.93M 0.95% -540 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,757 $3.93M 0.4% +990 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 4,745 $3.92M 0.29% +645 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 4,744 $3.92M 1.94% +54 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 4,733 $3.91M 0.46% new 13F-HR/A Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 4,729 $3.91M 1.09% -116 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 4,717 $3.9M 0.28% +309 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 4,701 $3.88M 1.59% -457 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 4,701 $3.88M 1.19% +1 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 4,687 $3.87M 0.63% -1,165 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 4,687 $3.87M 0.3% -162 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 4,686 $3.87M 1.34% +308 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,685 $3.87M 0.2% -338 13F-HR Timeline Exome Asset Management LLC More: the full row for Exome Asset Management LLC 4,673 $3.86M 3.46% -3,574 13F-HR/A Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 4,670 $3.86M 0.94% +199 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 4,653 $3.84M 3.09% +42 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 4,650 $3.84M 0.8% +68 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 4,644 $3.84M 2.78% 0 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 4,638 $3.83M 0.32% +572 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 4,631 $3.82M 1.17% -117 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 4,626 $3.82M 0.72% 13F-HR Timeline Left Brain Wealth Management, LLC More: the full row for Left Brain Wealth Management, LLC 4,617 $3.81M 1.66% -199 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 4,595 $3.8M 1.61% -151 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 4,588 $3.79M 0.4% -939 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 4,589 $3.79M 0.68% +16 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 4,585 $3.79M 0.29% +997 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 4,585 $3.79M 0.4% -837 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 4,583 $3.79M 1.95% -3,956 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 4,581 $3.78M 0.3% +22 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 5,042 $3.76M +522 Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 4,553 $3.76M 0.29% -1,005 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 4,545 $3.75M 1.81% +41 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 4,516 $3.73M 1.16% +138 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 4,507 $3.72M 0.37% -18 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 4,506 $3.72M 0.3% -544 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 4,504 $3.72M 1.45% -120 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 4,499 $3.72M 1.4% -53 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 4,488 $3.71M 3.27% +3,020 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 4,461 $3.69M 1.04% -112 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 4,438 $3.67M 1.53% +426 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 4,431 $3.66M 2.64% +6 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 4,414 $3.65M 0.41% -1,450 13F-HR Timeline Silphium Asset Management Ltd in group Silphium Asset Management Ltd More: the full row for Silphium Asset Management Ltd 4,407 $3.64M 2.93% +6 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 4,331 $3.64M 0.21% -273 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 4,399 $3.63M 3.14% +58 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 4,370 $3.61M 0.79% -101 13F-HR Timeline Group 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 4,367 $3.61M 0.94% -565 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 4,364 $3.6M 0.99% +113 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 4,338 $3.58M 0.11% +186 13F-HR Timeline Jackson Square Partners, LLC More: the full row for Jackson Square Partners, LLC 4,327 $3.57M 0.48% -194 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 4,325 $3.57M 0.31% +295 13F-HR/A Timeline Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 4,319 $3.57M 0.51% 0 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 4,306 $3.56M 1.01% +60 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 4,302 $3.55M 0.12% -52 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 4,288 $3.54M 0.32% +51 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 4,283 $3.54M 0.64% -17 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 4,283 $3.54M 0.71% +1,042 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 4,282 $3.54M 0.3% +23 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 4,269 $3.53M 0.12% -1,188 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 4,263 $3.52M 1.75% -11 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 4,259 $3.52M 1.23% -65 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 4,257 $3.52M 0.04% 0 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 4,254 $3.51M 0.33% +70 13F-HR Timeline Group Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 4,251 $3.51M 0.89% +102 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 4,249 $3.51M 0.3% +101 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 4,248 $3.51M 0.26% +459 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 4,245 $3.51M 1.17% +284 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 4,236 $3.5M 1.69% +218 13F-HR Timeline Prosperity Financial Group, Inc. group of 2 filers holding More: the full row for Prosperity Financial Group, Inc. 4,236 $3.5M +79 Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 4,235 $3.5M 0.21% +293 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 4,235 $3.5M 0.3% -5 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 4,233 $3.5M 1.28% +148 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,230 $3.49M 0.14% -1,621 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 4,227 $3.49M 0.5% +409 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 4,225 $3.49M 1.23% -581 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 4,224 $3.49M 0.74% -40 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 4,222 $3.49M 5.15% +1,710 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 4,219 $3.48M 0.85% +204 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 4,218 $3.48M 3.17% -377 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 4,209 $3.48M 0.92% +2,003 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 4,206 $3.47M 0.6% +494 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 4,199 $3.47M 1.45% -73 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 4,188 $3.46M 0.85% 0 13F-HR/A Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 4,185 $3.46M 1.27% -61 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 3,905 $3.46M 0.3% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 4,177 $3.45M 0.7% +875 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 4,177 $3.45M 0.32% -127 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 4,169 $3.44M 1.05% -540 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 4,168 $3.44M 0.12% +417 13F-HR/A Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 4,157 $3.43M 2.31% -794 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 4,149 $3.43M 2.1% +2 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,142 $3.42M 0.23% +319 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 4,124 $3.41M 0.1% +240 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 4,123 $3.41M 0.35% -9 13F-HR/A Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 4,119 $3.4M 1.45% +1,500 13F-HR Timeline Group Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 4,112 $3.4M 0.38% +4 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 4,107 $3.39M 0.43% -2,904 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 4,100 $3.39M 0.19% +468 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 4,093 $3.38M 0.74% -79 13F-HR Timeline Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 4,084 $3.37M 1.84% +42 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 4,075 $3.37M 0.91% -6 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 4,071 $3.36M 0.21% +181 13F-HR Timeline Group CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 4,067 $3.36M 0.57% -131 13F-HR Timeline Draper Asset Management, LLC More: the full row for Draper Asset Management, LLC 4,052 $3.35M 2.63% -677 13F-HR Timeline J. Stern & Co. LLP More: the full row for J. Stern & Co. LLP 4,049 $3.34M 0.32% +564 13F-HR Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 4,043 $3.34M 1.68% +210 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 4,039 $3.34M 0.45% +30 13F-HR Timeline CLOVERFIELDS CAPITAL GROUP, LP More: the full row for CLOVERFIELDS CAPITAL GROUP, LP 4,035 $3.33M 1.1% -63 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 4,028 $3.33M 0.24% -74 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 4,019 $3.32M 0.73% -404 13F-HR Timeline Unigestion Holding SA More: the full row for Unigestion Holding SA 4,012 $3.31M 0.19% +2,459 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 4,008 $3.31M 0.38% +2,020 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 4,000 $3.3M 0.64% +21 13F-HR Timeline WAYCROSS PARTNERS, LLC More: the full row for WAYCROSS PARTNERS, LLC 4,000 $3.3M 0.37% 0 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 3,999 $3.3M 0.84% -6 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 3,995 $3.3M 0.28% -108 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 3,975 $3.28M 0.64% +323 13F-HR Timeline FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 3,951 $3.26M 0.36% -152 13F-HR Timeline DOHENY ASSET MANAGEMENT /CA More: the full row for DOHENY ASSET MANAGEMENT /CA 3,946 $3.26M 2.55% +513 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 3,943 $3.26M 0.39% +153 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 3,942 $3.26M 1.12% -152 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 3,935 $3.25M 0.07% +8 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 3,930 $3.25M 1.82% +51 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,929 $3.24M 0.14% -2,829 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 3,925 $3.24M 0.43% -88 13F-HR Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 3,925 $3.24M 0.88% -372 13F-HR Timeline Hudson Canyon Capital Management More: the full row for Hudson Canyon Capital Management 3,925 $3.24M 2.28% -758 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 3,912 $3.23M 0.22% +20 13F-HR Timeline BOURNE LENT ASSET MANAGEMENT INC More: the full row for BOURNE LENT ASSET MANAGEMENT INC 3,907 $3.23M 1.38% 0 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 3,907 $3.23M 0.65% +262 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 3,887 $3.21M 0.06% +430 13F-HR Timeline Group CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 3,726 $3.2M 2.09% -102 13F-HR Timeline Brentview Investment Management LLC More: the full row for Brentview Investment Management LLC 3,874 $3.2M 1.7% +228 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 3,874 $3.2M 1.48% -181 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 3,873 $3.2M 0.07% +466 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 3,847 $3.18M 0.05% +1,251 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 3,842 $3.17M 0.7% +986 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 3,840 $3.17M 0.46% +578 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 3,815 $3.15M 0.78% -395 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 4,273 $3.13M 0.6% +93 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 3,787 $3.13M 0.57% -75 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 3,783 $3.12M 0.32% -48 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 3,780 $3.12M 0.81% -588 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 3,778 $3.12M 1.42% -131 13F-HR Timeline Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 3,771 $3.11M 2.7% +40 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 3,766 $3.11M 0.85% +9 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 3,734 $3.08M 0.64% new 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 3,731 $3.08M 0.41% +202 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 3,727 $3.08M 0.17% +641 13F-HR Timeline Panoramic Capital, LLC More: the full row for Panoramic Capital, LLC 3,724 $3.08M 3.85% -3,957 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 3,723 $3.07M 1.38% +635 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 3,718 $3.07M 1.66% +157 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 3,708 $3.06M 0.66% +2,020 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 3,704 $3.06M 2.19% 0 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 3,760 $3.05M 0.82% +785 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 3,698 $3.05M 2.25% -200 13F-HR Timeline Haverford Financial Services, Inc. More: the full row for Haverford Financial Services, Inc. 3,693 $3.05M 0.94% -35 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 3,693 $3.05M 0.49% +1,154 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 3,692 $3.05M 1.31% +3 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 3,690 $3.05M 0.73% +172 13F-HR Timeline Etesian Wealth Advisors, Inc. 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