Clifford Group, LLC More: the full row for Clifford Group, LLC 2,618 $1.47M 1.02% +19 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 2,614 $1.47M 0.17% -21 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 2,612 $1.47M 0.74% +158 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 2,612 $1.47M 0.4% +208 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 2,611 $1.47M 0.97% -57 13F-HR Timeline BAYSHORE ASSET MANAGEMENT, LLC More: the full row for BAYSHORE ASSET MANAGEMENT, LLC 2,611 $1.47M 0.53% +18 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 2,605 $1.47M 0.35% +283 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 2,601 $1.47M 0.48% -255 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 2,603 $1.46M 1.12% +555 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 2,598 $1.46M 0.47% +96 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 2,598 $1.46M 0.15% +1 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 2,596 $1.46M 0.17% -121 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 2,594 $1.46M 0.66% +737 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 2,585 $1.46M 0.45% -3 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 2,412 $1.46M 0.93% 13F-HR Timeline Alpine Global Management, LLC More: the full row for Alpine Global Management, LLC 2,583 $1.45M 0.24% +1,085 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 2,581 $1.45M 0.16% +25 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 2,580 $1.45M 0.39% -219 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 2,580 $1.45M 0.07% -620 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 2,578 $1.45M <0.01% +495 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 2,578 $1.45M 0.31% -2,396 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 2,572 $1.45M 0.55% +21 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 2,567 $1.45M 0.51% -929 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 2,567 $1.45M 0.57% 0 13F-HR Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 2,563 $1.44M 0.53% -22 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 2,554 $1.44M 0.67% -75 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 2,554 $1.44M 0.92% -131 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 2,552 $1.44M 0.18% +218 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 2,550 $1.44M 0.18% +36 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,544 $1.43M 0.07% +28 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 2,543 $1.43M 0.45% -143 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 2,543 $1.43M 0.39% -539 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,472 $1.43M 0.07% -223 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 2,540 $1.43M 0.77% +50 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 2,539 $1.43M 0.02% +131 13F-HR Timeline Group First County Bank /CT/ More: the full row for First County Bank /CT/ 2,534 $1.43M 0.67% +455 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 2,534 $1.43M 0.05% +390 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 2,563 $1.43M 0.89% +46 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 2,533 $1.43M 0.55% +87 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 2,529 $1.42M 0.21% -53 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 2,528 $1.42M 0.68% +24 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 2,527 $1.42M 0.3% +1,160 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 2,526 $1.42M 0.17% +215 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 2,524 $1.42M 0.11% +170 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 2,523 $1.42M 0.24% -43 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 2,517 $1.42M 0.06% 0 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 2,517 $1.42M 0.71% -16,323 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 2,516 $1.42M 0.68% -134 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 2,512 $1.41M 0.27% +784 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 2,511 $1.41M 0.17% +36 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 2,507 $1.41M 1.27% -494 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 2,506 $1.41M 0.3% -181 13F-HR Timeline K2 PRINCIPAL FUND, L.P. More: the full row for K2 PRINCIPAL FUND, L.P. 2,500 $1.41M 0.13% new 13F-HR Timeline Hansen & Associates Financial Group, In… More: the full row for Hansen & Associates Financial Group, Inc. 2,345 $1.41M 0.81% +440 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 2,498 $1.41M 0.32% -150 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 2,498 $1.41M 0.92% +19 13F-HR Timeline Global Trust Wealth Management LLC More: the full row for Global Trust Wealth Management LLC 2,496 $1.41M 0.97% +199 13F-HR Timeline Metatron Capital SICAV plc - Metatron L… More: the full row for Metatron Capital SICAV plc - Metatron Long Term Equity Fund 2,496 $1.41M 0.69% 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 2,495 $1.41M 0.14% -189 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 2,493 $1.4M 0.27% -99 13F-HR/A Timeline ALONGSIDE, LLC More: the full row for ALONGSIDE, LLC 2,493 $1.4M 0.27% 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 2,487 $1.4M 0.22% +17 13F-HR Timeline Eddie Patel Inc More: the full row for Eddie Patel Inc 2,486 $1.4M 0.84% +472 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 2,486 $1.4M 0.29% -14 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 2,478 $1.4M 0.03% -1,261 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 2,475 $1.39M 0.2% +1 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 2,474 $1.39M 0.3% +38 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 2,473 $1.39M 0.76% +173 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 2,471 $1.39M 0.21% -60 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 2,462 $1.39M 0.92% -76 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 2,459 $1.39M 0.5% +100 13F-HR Timeline Financial Security Advisor, Inc. 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More: the full row for Financial Futures Ltd Liability Co. 2,445 $1.38M 0.52% -74 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 2,442 $1.38M 0.3% -12 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 2,441 $1.37M 0.44% +225 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 2,436 $1.37M 0.22% +188 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 2,435 $1.37M 0.34% +180 13F-HR Timeline Group Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 2,432 $1.37M 0.44% -141 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 2,431 $1.37M 0.83% -140 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 2,424 $1.37M 0.05% -165 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 2,366 $1.37M 1.34% -303 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 2,423 $1.36M 0.16% +1,369 13F-HR Timeline Group CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 2,421 $1.36M 0.64% +4 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 2,417 $1.36M 0.22% -186 13F-HR Timeline MOR Wealth Management, LLC More: the full row for MOR Wealth Management, LLC 2,412 $1.36M 0.54% 0 13F-HR Timeline Provident Co of the Employees of the He… More: the full row for Provident Co of the Employees of the Hebrew University LTD 2,411 $1.36M 1.04% -2,409 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 2,410 $1.36M 0.18% +100 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 2,409 $1.36M 0.12% -15 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 2,409 $1.36M 0.54% -12 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 2,409 $1.36M 0.19% +189 13F-HR Timeline TCFG Investment Advisors, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG Investment Advisors, LLC 2,406 $1.36M 0.46% -192 13F-HR Timeline Group Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 2,406 $1.36M 0.91% +13 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 2,406 $1.36M 0.56% -60 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 2,405 $1.35M 0.1% -133 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 2,405 $1.35M 0.67% new 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 2,404 $1.35M 0.12% +64 13F-HR/A Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 2,401 $1.35M 0.17% +6 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 24,100 $1.35M 0.15% +21,700 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 2,400 $1.35M 0.19% -217 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 2,399 $1.35M 3.85% -81 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 2,204 $1.35M 0.53% -180 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 2,396 $1.35M 0.81% +264 13F-HR Timeline TT Capital Management LLC More: the full row for TT Capital Management LLC 2,394 $1.35M 1.05% +1,779 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 2,393 $1.35M 0.42% 0 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 2,391 $1.35M 0.25% +35 13F-HR Timeline Turn8 Private Wealth Inc. 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More: the full row for Tradewinds, LLC. 10,785 $1.32M 0.31% +9,256 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 2,224 $1.32M 0.46% -383 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 2,348 $1.32M 0.06% -195 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 2,345 $1.32M 0.71% -22 13F-HR Timeline Guardian Capital, LLC More: the full row for Guardian Capital, LLC 2,344 $1.32M 1.08% -412 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 2,343 $1.32M 0.53% -140 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 2,342 $1.32M 0.5% -227 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 2,340 $1.32M 0.51% -1,490 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 2,339 $1.32M 0.31% -64 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 2,337 $1.32M 0.35% +269 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 2,328 $1.31M 0.23% +153 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 2,324 $1.31M 1.01% +9 13F-HR Timeline PRING TURNER CAPITAL GROUP INC More: the full row for PRING TURNER CAPITAL GROUP INC 2,218 $1.31M 0.75% -15 13F-HR Timeline Warwick Investment Management, Inc. 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More: the full row for Machina Capital S.A.S. 2,282 $1.29M 0.2% new 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 2,281 $1.28M 0.12% +1 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 2,280 $1.28M 1.06% +262 13F-HR Timeline ABS Investment Management LLC More: the full row for ABS Investment Management LLC 1,127 $1.28M 0.82% 13F-HR Timeline CFC Planning Co LLC More: the full row for CFC Planning Co LLC 2,279 $1.28M 0.76% +501 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 2,279 $1.28M 0.95% -6 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 2,277 $1.28M 0.59% +214 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 2,275 $1.28M 0.48% +8 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 2,274 $1.28M 0.24% -17 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 2,273 $1.28M 0.06% 0 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 2,272 $1.28M 0.45% +143 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 2,271 $1.28M 0.62% -7 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 2,268 $1.28M 0.8% +406 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 2,267 $1.28M 0.05% +581 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 2,261 $1.27M 0.25% +90 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 2,260 $1.27M 0.26% +77 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 2,259 $1.27M 0.33% 0 13F-HR Timeline QP WEALTH MANAGEMENT, LLC More: the full row for QP WEALTH MANAGEMENT, LLC 2,258 $1.27M 1.81% -334 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 2,258 $1.27M 0.46% -335 13F-HR Timeline Keeler Thomas Management LLC More: the full row for Keeler Thomas Management LLC 2,258 $1.27M 0.45% +228 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 2,253 $1.27M 0.35% -68 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 1,957 $1.26M 0.27% -777 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 2,242 $1.26M 0.29% +40 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 2,241 $1.26M 0.21% 0 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 2,240 $1.26M 0.32% -197 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 2,231 $1.26M 0.13% -245 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 2,230 $1.26M 0.35% -940 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 2,230 $1.26M 0.28% +1,162 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 2,225 $1.25M 0.04% +939 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 2,224 $1.25M 0.27% -92 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 2,223 $1.25M 0.57% +15 13F-HR Timeline Independence Wealth Advisors, LLC More: the full row for Independence Wealth Advisors, LLC 2,219 $1.25M 0.63% +65 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 2,218 $1.25M 0.4% +453 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 2,215 $1.25M 0.18% -451 13F-HR Timeline Chaney Capital Management, Inc. 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