Tandem Wealth Advisors LLC More: the full row for Tandem Wealth Advisors LLC 2,958 $1.47M 0.73% +270 13F-HR Timeline BURR FINANCIAL SERVICES, LLC More: the full row for BURR FINANCIAL SERVICES, LLC 2,957 $1.47M 1.24% -989 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 2,949 $1.47M 0.77% +331 13F-HR Timeline Cairn Investment Group, Inc. More: the full row for Cairn Investment Group, Inc. 2,948 $1.47M 0.77% -83 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 2,946 $1.47M 0.69% -240 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 2,943 $1.46M 1.09% new 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 2,942 $1.46M 0.81% +539 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 2,936 $1.46M 0.73% -155 13F-HR Timeline 21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 2,934 $1.46M 1.47% 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 2,934 $1.46M 0.73% 0 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 2,928 $1.46M 0.83% +233 13F-HR Timeline Flower City Capital More: the full row for Flower City Capital 2,926 $1.46M 0.86% -65 13F-HR Timeline 25 LLC More: the full row for 25 LLC 2,925 $1.46M 0.53% +185 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 2,913 $1.45M 1.46% -26 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 2,909 $1.45M 1.04% +539 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 2,905 $1.44M 0.06% +126 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 2,889 $1.44M 0.56% -73 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 2,887 $1.44M 0.57% -282 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 2,880 $1.43M 0.34% +130 13F-HR Timeline NBZ Investment Advisors LLC More: the full row for NBZ Investment Advisors LLC 2,878 $1.43M 0.82% -78 13F-HR Timeline Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 2,868 $1.43M 0.45% +1,572 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 2,859 $1.42M 0.2% +282 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 2,857 $1.42M 0.8% -791 13F-HR Timeline Marathon Mission, Inc. More: the full row for Marathon Mission, Inc. 2,857 $1.42M 0.9% +78 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 2,855 $1.42M 0.47% -2,010 13F-HR Timeline ODonnell Financial Services, LLC More: the full row for ODonnell Financial Services, LLC 2,851 $1.42M 0.54% -87 13F-HR Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 2,848 $1.42M 1.02% +210 13F-HR/A Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 2,848 $1.42M 0.85% -502 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 2,842 $1.41M 0.58% 0 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 2,839 $1.41M 0.61% +221 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 2,835 $1.41M 0.76% +240 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 2,832 $1.41M 0.5% -31 13F-HR Timeline Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 2,825 $1.41M 1.22% -97 13F-HR Timeline Harvest Investment Advisors, LLC More: the full row for Harvest Investment Advisors, LLC 2,821 $1.4M 0.9% new 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 3,736 $1.4M 0.62% 0 13F-HR Timeline DEAN INVESTMENT ASSOCIATES, LLC in group DEAN INVESTMENT ASSOCIATES, L… More: the full row for DEAN INVESTMENT ASSOCIATES, LLC 2,819 $1.4M 0.21% -18 13F-HR Timeline Group Weil Company, Inc. More: the full row for Weil Company, Inc. 2,812 $1.4M 0.37% +534 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 2,808 $1.4M 0.46% +252 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 2,806 $1.4M 0.4% -404 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 2,679 $1.4M 0.27% +154 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 2,805 $1.4M 0.39% -4 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 2,801 $1.39M 0.85% +47 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 2,715 $1.39M 0.47% -180 13F-HR Timeline DEFINE FINANCIAL, LLC More: the full row for DEFINE FINANCIAL, LLC 2,797 $1.39M 0.92% +16 13F-HR Timeline Tumwater Wealth Management, LLC More: the full row for Tumwater Wealth Management, LLC 2,789 $1.39M 0.64% -36 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 2,785 $1.39M 0.45% +104 13F-HR Timeline Pollock Investment Advisors, LLC More: the full row for Pollock Investment Advisors, LLC 2,784 $1.38M 1.13% -197 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 2,809 $1.38M 0.61% -105 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 2,779 $1.38M 0.84% +98 13F-HR Timeline Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 1,268 $1.38M 0.55% -1,510 13F-HR Timeline Main Line Retirement Advisors, LLC More: the full row for Main Line Retirement Advisors, LLC 2,773 $1.38M 0.79% +46 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 2,772 $1.38M 0.83% 0 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 2,771 $1.38M 0.56% +456 13F-HR Timeline Seros Financial, LLC More: the full row for Seros Financial, LLC 2,760 $1.37M 0.87% -6 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 2,759 $1.37M 1.12% +436 13F-HR Timeline Independence Financial Advisors, LLC More: the full row for Independence Financial Advisors, LLC 2,755 $1.37M 0.53% -54 13F-HR Timeline Objectivity Squared, LLC More: the full row for Objectivity Squared, LLC 2,753 $1.37M 0.94% +14 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 2,746 $1.37M 0.96% +127 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 2,742 $1.36M 1.51% +1 13F-HR/A Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 2,737 $1.36M 0.58% -130 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 2,737 $1.36M 1.28% -142 13F-HR Timeline Defender Capital, LLC. More: the full row for Defender Capital, LLC. 2,736 $1.36M 0.46% +50 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 2,735 $1.36M 1.12% +1,389 13F-HR Timeline WINSLOW ASSET MANAGEMENT INC More: the full row for WINSLOW ASSET MANAGEMENT INC 2,728 $1.36M 0.27% -175 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 2,717 $1.35M 0.77% -160 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 2,716 $1.35M 0.69% 0 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 2,712 $1.35M 0.72% +384 13F-HR Timeline Conestoga Capital Advisors, LLC More: the full row for Conestoga Capital Advisors, LLC 2,707 $1.35M 0.02% -5 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 2,706 $1.35M 0.95% +671 13F-HR Timeline ALGEBRIS (UK) LTD in group ALGEBRIS (UK) LTD More: the full row for ALGEBRIS (UK) LTD 2,708 $1.34M 0.21% +1,725 13F-HR Timeline Group WPWealth LLP More: the full row for WPWealth LLP 2,701 $1.34M 0.24% +61 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 2,701 $1.34M 0.51% 0 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 2,693 $1.34M 1.01% -111 13F-HR Timeline Cyr Financial Inc. More: the full row for Cyr Financial Inc. 2,689 $1.34M 1.03% +753 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 2,687 $1.34M 0.29% -2 13F-HR Timeline OBERWEIS ASSET MANAGEMENT INC/ More: the full row for OBERWEIS ASSET MANAGEMENT INC/ 2,685 $1.34M 0.06% 0 13F-HR Timeline MAS Advisors LLC More: the full row for MAS Advisors LLC 2,682 $1.33M 2.18% 0 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 2,680 $1.33M 0.41% +20 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 2,677 $1.33M 0.84% 0 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 2,673 $1.33M 0.85% +6 13F-HR Timeline FFG Partners, LLC More: the full row for FFG Partners, LLC 2,672 $1.33M 0.44% new 13F-HR Timeline Reliant Investment Management, LLC More: the full row for Reliant Investment Management, LLC 2,667 $1.33M 0.57% -10,946 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 2,664 $1.32M 0.32% -78 13F-HR Timeline Halter Ferguson Financial Inc. More: the full row for Halter Ferguson Financial Inc. 2,661 $1.32M 0.49% +185 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 2,646 $1.32M 0.78% +109 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 2,647 $1.32M 0.66% +26 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 2,642 $1.31M 0.13% +238 13F-HR Timeline PORTLAND INVESTMENT COUNSEL INC. More: the full row for PORTLAND INVESTMENT COUNSEL INC. 2,637 $1.31M 0.39% +500 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 2,628 $1.31M 0.29% +4 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 2,627 $1.31M 0.95% -32 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 2,625 $1.31M 0.66% +275 13F-HR Timeline Terril Brothers, Inc. More: the full row for Terril Brothers, Inc. 2,622 $1.3M 0.49% +989 13F-HR Timeline Nicholson Meyer Capital Management, Inc. 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More: the full row for WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 2,597 $1.29M 0.24% -4 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2,593 $1.29M 0.43% new 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 2,589 $1.29M 1.18% -381 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 2,584 $1.29M 1.03% +1,064 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 2,577 $1.28M 0.88% +181 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 2,576 $1.28M 0.44% -5 13F-HR Timeline DORVAL Corp More: the full row for DORVAL Corp 2,573 $1.28M 0.46% 0 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 2,569 $1.28M 0.24% 0 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 2,567 $1.28M 0.48% +195 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 2,562 $1.27M 1.08% -484 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 2,559 $1.27M 0.97% -19 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 2,556 $1.27M 0.31% 0 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 2,556 $1.27M 1.05% 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 2,553 $1.27M 0.16% +89 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 2,547 $1.27M 0.22% +108 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 2,547 $1.27M 1.05% +93 13F-HR Timeline Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 2,540 $1.26M 0.83% -546 13F-HR Timeline Carmel Capital Management L.L.C. More: the full row for Carmel Capital Management L.L.C. 2,539 $1.26M 0.43% 0 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 2,538 $1.26M 0.57% 0 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 2,530 $1.26M 0.31% +441 13F-HR Timeline V. M. MANNING & CO., INC. More: the full row for V. M. MANNING & CO., INC. 2,477 $1.26M 1.39% 13F-HR Timeline INKWELL CAPITAL LLC More: the full row for INKWELL CAPITAL LLC 2,528 $1.26M 1.35% 0 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 2,528 $1.26M 0.46% +379 13F-HR Timeline Wealth Management Strategies, Inc. More: the full row for Wealth Management Strategies, Inc. 2,519 $1.25M 0.67% +2 13F-HR Timeline Core Wealth Advisors, Inc. 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More: the full row for Stuart Chaussee & Associates, Inc. 2,506 $1.25M 0.28% 0 13F-HR Timeline Blue Oak Capital, LLC More: the full row for Blue Oak Capital, LLC 2,505 $1.25M 0.65% -20 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 2,503 $1.25M 0.52% -11 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 2,502 $1.24M 0.58% -484 13F-HR Timeline O'Connor Financial Group LLC More: the full row for O'Connor Financial Group LLC 2,490 $1.24M 0.55% +213 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 2,496 $1.24M 0.38% 0 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 2,494 $1.24M 1.06% -52 13F-HR Timeline BIT Capital GmbH More: the full row for BIT Capital GmbH 2,493 $1.24M 0.08% -169 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 2,485 $1.24M 0.49% +219 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 2,482 $1.23M 0.49% +32 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 2,481 $1.23M 1.05% 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 2,481 $1.23M 0.32% +1,327 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 2,478 $1.23M 0.81% -20 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 2,477 $1.23M 0.52% -672 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 2,470 $1.23M 0.59% +142 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 2,470 $1.23M 0.29% -6 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 2,468 $1.23M 0.74% +25 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 2,466 $1.23M 0.88% -2,087 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 2,464 $1.23M 0.68% +214 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 2,463 $1.23M 0.4% -251 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 2,345 $1.22M 0.51% +202 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 2,454 $1.22M 0.31% -262 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 2,452 $1.22M 0.24% +383 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 2,451 $1.22M 0.54% +46 13F-HR Timeline Covey Capital Advisors, LLC More: the full row for Covey Capital Advisors, LLC 2,450 $1.22M 1.31% 0 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 2,449 $1.22M 1.16% 0 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 2,447 $1.22M 0.5% -25 13F-HR Timeline Timonier Family Office, LTD. More: the full row for Timonier Family Office, LTD. 2,434 $1.21M 0.45% 0 13F-HR Timeline Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 2,432 $1.21M 0.16% +112 13F-HR Timeline Jentner Corp More: the full row for Jentner Corp 2,430 $1.21M 0.32% +270 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 2,428 $1.21M 0.59% +700 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 2,424 $1.21M 0.77% -153 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 2,424 $1.21M 1.1% +63 13F-HR Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 2,416 $1.2M 0.55% +517 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 2,415 $1.2M 1.06% +916 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 2,412 $1.2M 1.3% -64 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 2,412 $1.2M 0.79% -1,553 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 2,411 $1.2M 0.77% +22 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 2,409 $1.2M 0.44% +10 13F-HR Timeline CMC Financial Group More: the full row for CMC Financial Group 2,409 $1.2M 2.74% -17 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 2,401 $1.19M 0.51% +265 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 2,396 $1.19M 0.28% +479 13F-HR Timeline QVR LLC More: the full row for QVR LLC 2,394 $1.19M 1.2% new 13F-HR Timeline Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 2,393 $1.19M 0.61% 0 13F-HR Timeline Wealth Forward, LLC More: the full row for Wealth Forward, LLC 2,393 $1.19M 0.8% +231 13F-HR Timeline America First Investment Advisors, LLC More: the full row for America First Investment Advisors, LLC 2,386 $1.19M 0.24% -96 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 2,384 $1.19M 1.04% -16 13F-HR Timeline Wrenne Financial Planning LLC More: the full row for Wrenne Financial Planning LLC 2,366 $1.18M 0.55% +24 13F-HR Timeline DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 2,361 $1.17M 0.92% +6 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 2,353 $1.17M 0.08% -9 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 2,352 $1.17M 0.58% -18 13F-HR Timeline Group Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 2,351 $1.17M 1.47% +92 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 2,345 $1.17M 0.44% -4 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 2,340 $1.16M 0.76% +40 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 2,340 $1.16M 1.62% -14,930 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 2,339 $1.16M 0.78% +42 13F-HR Timeline Lighthouse Wealth Management Inc. More: the full row for Lighthouse Wealth Management Inc. 2,337 $1.16M 1.01% +91 13F-HR Timeline Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 2,336 $1.16M 0.79% -173 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 2,177 $1.16M 0.5% +38 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 2,327 $1.16M 0.41% -78 13F-HR Timeline GREAT OAK CAPITAL PARTNERS, LLC More: the full row for GREAT OAK CAPITAL PARTNERS, LLC 2,298 $1.16M 0.33% +21 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 2,322 $1.16M 0.64% -315 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 2,321 $1.15M 0.96% -32 13F-HR Timeline Stanich Group LLC More: the full row for Stanich Group LLC 2,292 $1.15M 1.03% -1 13F-HR Timeline Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 2,315 $1.15M 0.5% 0 13F-HR Timeline MCMORGAN & CO LLC More: the full row for MCMORGAN & CO LLC 2,311 $1.15M 0.17% +370 13F-HR Timeline McMill Wealth Management More: the full row for McMill Wealth Management 2,304 $1.15M 0.38% +41 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 2,306 $1.15M 0.37% -33 13F-HR Timeline Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 2,303 $1.15M 0.57% -171 13F-HR Timeline Giverny Capital Inc. More: the full row for Giverny Capital Inc. 2,303 $1.15M 0.04% +316 13F-HR Timeline Hel Ved Capital Management Ltd More: the full row for Hel Ved Capital Management Ltd 2,300 $1.14M 0.51% new 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 2,298 $1.14M 0.67% -865 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 2,291 $1.14M 1.37% +1 13F-HR Timeline ArrowMark Colorado Holdings LLC More: the full row for ArrowMark Colorado Holdings LLC 2,290 $1.14M 0.02% 0 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 2,290 $1.14M 0.14% +513 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 2,286 $1.14M 0.29% -18 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 2,281 $1.13M 0.36% 0 13F-HR Timeline