Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 3,937 $2.04M 0.96% +2 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 3,921 $2.03M 1.14% +89 13F-HR Timeline Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 3,922 $2.03M 0.24% -133 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 3,920 $2.03M 1.41% +183 13F-HR/A Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 4,006 $2.03M 1.25% 0 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 3,910 $2.03M 0.67% +489 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 3,906 $2.02M 0.65% -7 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 3,905 $2.02M 0.58% -134 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 3,899 $2.02M 0.56% +12 13F-HR Timeline Strategic Equity Management More: the full row for Strategic Equity Management 3,891 $2.02M 0.75% -177 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 3,874 $2.01M 0.66% -227 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 3,872 $2.01M 1.42% +124 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 3,863 $2M 0.85% +266 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 3,861 $2M 1.44% -10 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 3,861 $2M 1.97% +3 13F-HR Timeline SPG ADVISORS LLC More: the full row for SPG ADVISORS LLC 3,858 $2M 22.99% +6 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 3,854 $2M 0.73% +11 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 3,843 $1.99M 0.47% +1,535 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 3,834 $1.99M 0.34% new 13F-HR Timeline Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 3,662 $1.99M 1.79% -172 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 3,832 $1.99M 0.18% +164 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 3,829 $1.98M 1.19% +5 13F-HR Timeline Vienna Asset Management LLC More: the full row for Vienna Asset Management LLC 3,827 $1.98M 1.18% -1,068 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 3,826 $1.98M 0.84% -3 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 3,823 $1.98M 1.37% +103 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 3,817 $1.98M 3.19% -118 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 3,812 $1.97M 0.96% -1,085 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 3,810 $1.97M 1.76% -620 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 3,801 $1.97M 2.15% +10 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 3,792 $1.96M 1.27% +577 13F-HR Timeline NBZ Investment Advisors LLC More: the full row for NBZ Investment Advisors LLC 3,791 $1.96M 1.03% +913 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 3,771 $1.96M 0.31% -88 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 3,784 $1.96M 1.29% +117 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 3,687 $1.96M 0.86% +19 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 3,779 $1.96M 0.2% -145 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 3,765 $1.95M 1.13% -21 13F-HR Timeline Compass Wealth Management, LLC/GA More: the full row for Compass Wealth Management, LLC/GA 3,758 $1.95M 0.86% -3 13F-HR Timeline SAGE ADVISORS, LLC More: the full row for SAGE ADVISORS, LLC 3,755 $1.95M 1.39% -95 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 3,752 $1.94M 1.1% +951 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 3,747 $1.94M 1.28% -20 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 3,746 $1.94M 0.68% -85 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 3,738 $1.94M 0.31% -7,183 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 3,736 $1.93M 0.99% 0 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 3,725 $1.93M 0.25% -835 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 3,705 $1.92M 0.79% -73 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 3,691 $1.92M 0.66% -50 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 3,701 $1.92M 0.55% +289 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 3,700 $1.92M 1.44% +1 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 3,697 $1.91M 1.02% +439 13F-HR Timeline SYSTEMATIC FINANCIAL MANAGEMENT LP More: the full row for SYSTEMATIC FINANCIAL MANAGEMENT LP 3,685 $1.91M 0.05% 0 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 3,682 $1.91M 1.11% +552 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 3,679 $1.91M 0.66% +452 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 3,677 $1.9M 0.84% -44 13F-HR Timeline ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 3,676 $1.9M 0.77% +108 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 3,671 $1.9M 1.37% -141 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 3,670 $1.9M 1.26% 0 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 3,666 $1.9M 0.82% +685 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 3,656 $1.89M 0.42% +1,100 13F-HR Timeline Gouws Capital LLC More: the full row for Gouws Capital LLC 3,639 $1.88M 1.04% +201 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 3,638 $1.88M 0.28% +245 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 3,638 $1.88M 0.5% +55 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 3,622 $1.88M 1.46% -257 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 3,611 $1.87M 0.79% +15 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 3,611 $1.87M 0.79% -4 13F-HR Timeline Norman Fields, Gottscho Capital Managem… More: the full row for Norman Fields, Gottscho Capital Management, LLC 3,604 $1.87M 0.6% -65 13F-HR Timeline Glaxis Capital Management, LLC More: the full row for Glaxis Capital Management, LLC 3,600 $1.86M 3.1% +1,000 13F-HR Timeline Kooman & Associates More: the full row for Kooman & Associates 3,597 $1.86M 0.57% +3 13F-HR Timeline SoundStone Italy S.r.l. More: the full row for SoundStone Italy S.r.l. 3,586 $1.86M 1.54% -28,214 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 3,585 $1.86M 3.68% -69,992 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 3,584 $1.86M 1.06% +205 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 3,579 $1.85M 0.81% -280 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 3,558 $1.85M 0.56% +843 13F-HR Timeline ALGEBRIS (UK) LTD in group ALGEBRIS (UK) LTD More: the full row for ALGEBRIS (UK) LTD 3,575 $1.85M 0.21% +867 13F-HR Timeline Group INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 3,516 $1.85M 1.3% +454 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 3,564 $1.85M 0.31% +23 13F-HR Timeline Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 3,548 $1.84M 0.74% +383 13F-HR Timeline TANG CAPITAL MANAGEMENT LLC in group TANG CAPITAL MANAGEMENT LLC More: the full row for TANG CAPITAL MANAGEMENT LLC 3,546 $1.84M 0.07% 0 13F-HR Timeline Group Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 3,536 $1.83M 0.82% -109 13F-HR Timeline CROBAN More: the full row for CROBAN 3,534 $1.83M 1.22% +35 13F-HR Timeline Zeit Capital LLC More: the full row for Zeit Capital LLC 3,517 $1.82M 1.24% -148 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 3,515 $1.82M 1.41% +130 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 3,511 $1.82M 0.59% -109 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 3,509 $1.82M 0.63% 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 3,506 $1.82M 1% +119 13F-HR Timeline GARDNER RUSSO & QUINN LLC More: the full row for GARDNER RUSSO & QUINN LLC 3,505 $1.82M 0.02% -735 13F-HR Timeline Elite Life Management LLC More: the full row for Elite Life Management LLC 3,521 $1.81M 3.69% +98 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 3,489 $1.81M 0.34% -45 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 3,489 $1.81M 0.2% +18 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 3,484 $1.8M 1.2% -265 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 3,483 $1.8M 1.78% +1 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 3,478 $1.8M 0.93% -96 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 3,473 $1.8M 1.41% 0 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 3,465 $1.79M 1.01% +56 13F-HR Timeline Seneca Financial Advisors LLC More: the full row for Seneca Financial Advisors LLC 3,461 $1.79M 0.59% -21 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 3,461 $1.79M 0.57% +262 13F-HR Timeline Forthright Family Wealth Advisory LLC More: the full row for Forthright Family Wealth Advisory LLC 3,459 $1.79M 1.1% +11 13F-HR Timeline Foundation Wealth Management, LLC More: the full row for Foundation Wealth Management, LLC 3,446 $1.78M 1.14% -238 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 3,444 $1.78M 0.37% 0 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 3,441 $1.78M 0.61% +1,373 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 3,441 $1.78M 1.42% +200 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 3,434 $1.78M 0.01% -135 13F-HR Timeline Hobbs Wealth Management, LLC More: the full row for Hobbs Wealth Management, LLC 3,433 $1.78M 1.49% +402 13F-HR Timeline Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 3,432 $1.78M 0.58% -104 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 3,426 $1.77M 1% -190 13F-HR Timeline IMPACTfolio, LLC More: the full row for IMPACTfolio, LLC 3,422 $1.77M 0.76% +1 13F-HR Timeline ASSET PLANNING CORPORATION More: the full row for ASSET PLANNING CORPORATION 3,421 $1.77M 0.84% +241 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 3,420 $1.77M 0.61% -77 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 3,424 $1.77M 2.63% +38 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 3,418 $1.77M 0.81% -52 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 3,415 $1.77M 0.79% +1 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 3,414 $1.77M 0.56% -182 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 3,405 $1.76M 0.75% -14 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 3,404 $1.76M 0.68% +1 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 3,398 $1.76M 1.02% +1,423 13F-HR Timeline EDGEWOOD MANAGEMENT LLC More: the full row for EDGEWOOD MANAGEMENT LLC 3,394 $1.76M 0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 3,389 $1.76M 0.53% -186 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 3,386 $1.75M 0.39% +392 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 3,378 $1.75M 0.95% -160 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 3,376 $1.75M 1.14% -157 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 3,367 $1.74M 0.42% +555 13F-HR Timeline BAYSHORE ASSET MANAGEMENT, LLC More: the full row for BAYSHORE ASSET MANAGEMENT, LLC 3,364 $1.74M 0.75% -1,099 13F-HR Timeline BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 3,363 $1.74M 0.74% -148 13F-HR Timeline DIKER MANAGEMENT LLC in group DIKER MANAGEMENT LLC More: the full row for DIKER MANAGEMENT LLC 3,362 $1.74M 1.41% 0 13F-HR Timeline Group Woodward Financial Advisors, Inc. More: the full row for Woodward Financial Advisors, Inc. 3,348 $1.73M 0.66% -262 13F-HR Timeline Gray Private Wealth, LLC More: the full row for Gray Private Wealth, LLC 3,347 $1.73M 0.87% +92 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 3,345 $1.73M 0.95% -1,347 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 4,828 $1.73M 1.06% +1,495 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 3,336 $1.73M 1.02% +341 13F-HR Timeline OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 3,334 $1.73M 1.71% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 3,328 $1.72M 1.21% -76 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 3,327 $1.72M 0.57% +2,401 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 3,318 $1.72M 0.32% +197 13F-HR Timeline Holland Advisory Services, Inc. More: the full row for Holland Advisory Services, Inc. 3,318 $1.72M 2.36% +210 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 3,314 $1.72M 0.65% +178 13F-HR Timeline Alpha Advisors, LLC/VA More: the full row for Alpha Advisors, LLC/VA 3,311 $1.71M 1.29% +210 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 3,311 $1.71M 1.31% -1 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 3,304 $1.71M 0.96% -49 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 3,299 $1.71M 0.5% +2,335 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 3,295 $1.71M 0.29% -629 13F-HR Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 3,288 $1.7M 0.85% -55 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 3,286 $1.7M 1.51% +63 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 3,285 $1.7M 1.45% -441 13F-HR Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 3,282 $1.7M 0.84% -10 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 3,282 $1.7M 0.44% +765 13F-HR Timeline Brown Financial Advisory More: the full row for Brown Financial Advisory 3,280 $1.7M 0.89% +67 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 3,280 $1.7M 1.88% -20 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 3,279 $1.7M 0.77% -52 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 3,273 $1.7M 0.48% +31 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 3,272 $1.69M 1.34% -8 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 3,264 $1.69M 0.46% 0 13F-HR Timeline Group Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 3,257 $1.69M 0.21% -5 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 3,250 $1.68M 0.61% -81 13F-HR Timeline ArchPoint Investors More: the full row for ArchPoint Investors 3,246 $1.68M 0.46% +2 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 3,242 $1.68M 1.34% -85 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 3,241 $1.68M 0.43% -1,112 13F-HR Timeline Group LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 3,240 $1.68M 3.62% 0 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 3,238 $1.68M 0.37% -2,026 13F-HR Timeline James Reed Financial Services, Inc. More: the full row for James Reed Financial Services, Inc. 3,236 $1.68M 1.5% +35 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 3,232 $1.67M 0.82% -72 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 3,232 $1.67M 0.91% 0 13F-HR Timeline Trinity Wealth Management, LLC More: the full row for Trinity Wealth Management, LLC 3,232 $1.67M 0.63% +132 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 3,245 $1.67M 1.07% -140 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 3,224 $1.67M 0.4% 0 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 3,213 $1.66M 0.34% -398 13F-HR Timeline Flower City Capital More: the full row for Flower City Capital 3,210 $1.66M 0.89% +284 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 3,207 $1.66M 0.43% +401 13F-HR Timeline Castellan Group More: the full row for Castellan Group 3,200 $1.66M 0.24% 0 13F-HR Timeline Gimbal Financial More: the full row for Gimbal Financial 3,199 $1.66M 1% +239 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 3,198 $1.66M 0.89% +143 13F-HR Timeline Koa Wealth Management, LLC More: the full row for Koa Wealth Management, LLC 3,194 $1.65M 1.23% -21 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 3,190 $1.65M 1.27% +628 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 3,177 $1.65M 0.92% -8 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 3,173 $1.64M 1.12% -168 13F-HR Timeline BLVD Private Wealth, LLC More: the full row for BLVD Private Wealth, LLC 3,169 $1.64M 1.41% +19 13F-HR Timeline ODonnell Financial Services, LLC More: the full row for ODonnell Financial Services, LLC 3,168 $1.64M 0.58% +317 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 3,163 $1.64M 1.22% 0 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 3,157 $1.63M 0.63% +6 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 3,156 $1.63M 1.89% -33 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 3,157 $1.63M 0.55% -4 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 3,142 $1.63M 0.6% +695 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 3,142 $1.63M 0.7% +34 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 3,141 $1.63M 0.56% +45 13F-HR Timeline WELCH CAPITAL PARTNERS LLC/NY More: the full row for WELCH CAPITAL PARTNERS LLC/NY 3,137 $1.62M 0.33% 0 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 3,134 $1.62M 0.59% -1 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 3,133 $1.62M 0.89% -481 13F-HR Timeline KilterHowling LLC More: the full row for KilterHowling LLC 3,130 $1.62M 0.9% +108 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 3,136 $1.62M 1.16% +1 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 3,129 $1.62M 0.91% -177 13F-HR Timeline Fortune 45 LLC More: the full row for Fortune 45 LLC 3,140 $1.62M 0.82% +4 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 3,120 $1.62M 0.12% -45 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 3,104 $1.61M 0.78% +47 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 3,103 $1.61M 0.32% -100 13F-HR Timeline Tepp RIA, LLC More: the full row for Tepp RIA, LLC 3,098 $1.6M 1.82% +1,747 13F-HR Timeline Echo Wealth Management, LLC More: the full row for Echo Wealth Management, LLC 3,096 $1.6M 0.94% -50 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 3,092 $1.6M 0.62% -198 13F-HR Timeline MONEYWISE, INC. More: the full row for MONEYWISE, INC. 3,090 $1.6M 0.72% -129 13F-HR Timeline Magnolia Wealth Management, LLC More: the full row for Magnolia Wealth Management, LLC 3,082 $1.6M 0.99% -37 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 3,082 $1.6M 0.5% +63 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 3,068 $1.59M 0.96% +375 13F-HR Timeline 25 LLC More: the full row for 25 LLC 3,078 $1.59M 0.54% +153 13F-HR Timeline