Monterey Private Wealth, Inc. More: the full row for Monterey Private Wealth, Inc. 8,023 $798K 0.26% +1,002 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 8,019 $798K 0.32% 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 7,997 $796K 0.37% -1,085 13F-HR Timeline Game Creek Capital, LP More: the full row for Game Creek Capital, LP 8,000 $796K 0.44% -2,500 13F-HR Timeline Lynch Asset Management, Inc. More: the full row for Lynch Asset Management, Inc. 8,000 $796K 0.32% +1,200 13F-HR Timeline DOHJ, LLC More: the full row for DOHJ, LLC 7,984 $794K 0.18% new 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 7,976 $793K 0.2% -2,006 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 7,992 $793K 0.79% -1,094 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 7,898 $791K 0.19% +350 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 7,953 $791K 0.11% +1,915 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 7,949 $791K 0.17% 0 13F-HR Timeline Group TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 7,946 $790K 0.29% -407 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 7,942 $790K 0.35% -714 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 7,943 $790K 0.57% 0 13F-HR Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 7,938 $790K 0.05% +1,489 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 7,915 $787K 0.29% -233 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 7,908 $787K 0.31% 0 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 7,905 $786K 0.02% new 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 7,899 $786K 0.6% 0 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 7,895 $785K 0.03% -13,101 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 7,892 $785K 0.15% 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 7,843 $780K 0.12% -187 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 7,773 $780K 0.06% +570 13F-HR Timeline Verity Asset Management, Inc. 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More: the full row for Financial Engines Advisors L.L.C. 7,558 $752K <0.01% +3,751 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 7,556 $752K 0.15% -296 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 7,554 $751K 0.21% -481 13F-HR Timeline DORCHESTER WEALTH MANAGEMENT Co More: the full row for DORCHESTER WEALTH MANAGEMENT Co 7,545 $751K 0.15% 0 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 7,542 $750K 0.3% -840 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 7,529 $749K 0.07% 0 13F-HR Timeline First Heartland Consultants, Inc. 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More: the full row for Ausdal Financial Partners, Inc. 7,298 $726K 0.06% -1,440 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 7,296 $726K 0.08% -705 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 7,270 $726K 0.2% +4,199 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 7,292 $725K 0.24% -47 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 7,291 $725K 0.07% +3 13F-HR/A Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 7,269 $723K 0.13% +1,211 13F-HR Timeline GRACE & WHITE INC /NY More: the full row for GRACE & WHITE INC /NY 7,267 $723K 0.14% 0 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. 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Lawrence, LLC More: the full row for Cyrus J. Lawrence, LLC 7,106 $706K 0.14% -20,354 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 7,066 $703K 0.29% -2,106 13F-HR Timeline PRING TURNER CAPITAL GROUP INC More: the full row for PRING TURNER CAPITAL GROUP INC 7,065 $703K 0.47% 0 13F-HR Timeline Kolinsky Wealth Management, LLC More: the full row for Kolinsky Wealth Management, LLC 7,045 $701K 0.43% -1,048 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 7,034 $700K 0.46% 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 7,004 $697K 0.34% +5,668 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 7,003 $697K 0.25% -273 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 7,001 $696K 0.28% 0 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 6,966 $693K 0.08% +2,006 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 6,960 $692K 0.1% 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 6,959 $692K 0.07% -387 13F-HR Timeline Crumly & Associates Inc. 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More: the full row for Asset Management Group, Inc. 6,849 $681K 0.12% +44 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 6,838 $680K 0.65% +181 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 6,817 $678K 0.1% -287 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 6,827 $678K 0.29% 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 6,811 $678K 0.45% 0 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 6,713 $676K 0.17% -492 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 6,781 $675K 0.04% +330 13F-HR Timeline Nadler Financial Group, Inc. 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More: the full row for Family Firm, Inc. 6,695 $666K 0.15% -58 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 6,695 $666K 0.13% -112 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 6,681 $665K 0.06% -8,947 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 6,672 $664K 0.05% +1,686 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 6,656 $662K 0.56% 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 6,655 $662K 0.71% +4 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 6,615 $658K 0.64% 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 6,604 $657K 0.21% -250 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 6,603 $657K 0.48% -3,770 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 6,600 $657K 0.1% +9 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 6,593 $656K 0.03% +379 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 6,585 $655K 0.04% +180 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 6,518 $654K 0.08% -128 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 6,570 $654K 0.06% -41 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 6,568 $653K 0.11% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 6,545 $651K 0.27% +250 13F-HR Timeline Altus Wealth Management, LLC More: the full row for Altus Wealth Management, LLC 6,543 $651K 0.29% +165 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 6,519 $649K 0.3% +87 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 6,516 $648K 0.15% -411 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 6,508 $647K 0.66% -513 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 6,491 $646K 0.12% +1,148 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 6,484 $645K 0.13% +351 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 6,478 $644K 0.2% +59 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 6,448 $641K 0.09% +2,226 13F-HR Timeline Horan Securities, Inc. More: the full row for Horan Securities, Inc. 6,438 $640K 0.24% +5 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 6,432 $640K 0.21% -70 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 6,409 $638K 0.38% -74 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 6,407 $637K 0.13% -301 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 6,397 $636K 0.18% -116 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 6,390 $636K 0.1% -50 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 6,350 $635K 0.55% -952 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 6,380 $635K 0.28% 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 6,379 $635K 0.25% +34 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 6,367 $633K 0.46% +2,869 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 6,365 $633K 0.05% -12,283 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 6,356 $632K 0.12% -2,639 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 6,348 $632K 0.07% -55 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 6,332 $630K 0.09% +71 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 6,318 $628K 0.23% -294 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 6,301 $627K 0.11% new 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 6,290 $626K 0.47% +341 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 6,278 $625K 0.5% 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 6,273 $624K 0.06% -549 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 6,222 $619K 0.33% -1,841 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 6,215 $618K 0.15% -1,637 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 6,204 $617K 0.36% -295 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 6,200 $617K 0.45% -182 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 6,200 $617K 0.23% -101 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 6,190 $616K 0.04% +569 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 6,167 $614K 0.27% -30 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 6,166 $613K 0.57% 13F-HR/A Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 6,771 $613K 0.28% 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 6,164 $613K 0.15% -15,684 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 6,158 $613K 0.34% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 6,157 $613K 0.07% +909 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 6,154 $612K 0.65% 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 6,112 $612K 0.05% -100 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 6,154 $612K 0.11% +243 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 6,102 $612K 0.35% -885 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 6,145 $611K 0.04% +3,502 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 6,144 $611K 0.06% -1,544 13F-HR Timeline New Covenant Trust Company, N.A. 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