Wealth Architects, LLC More: the full row for Wealth Architects, LLC 31,466 $4.97M 0.51% +530 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 31,406 $4.96M 1.79% +186 13F-HR Timeline NIA IMPACT ADVISORS, LLC More: the full row for NIA IMPACT ADVISORS, LLC 31,384 $4.96M 1.71% -5,483 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 31,321 $4.95M 1.21% +2,350 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 31,317 $4.95M 1.45% -555 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 31,270 $4.94M 3.43% -2,176 13F-HR Timeline Andrew Hill Investment Advisors, Inc. 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Sherr & Co., LLC 30,180 $4.77M 2.41% +1,231 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 30,085 $4.75M 1.95% +22,390 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 30,081 $4.75M 0.6% +849 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 30,104 $4.75M 1.69% +1,647 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 30,035 $4.75M 4% -680 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 29,983 $4.74M 2.99% -1,121 13F-HR Timeline IronOak Wealth LLC. 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More: the full row for Stamos Capital Partners, L.P. 28,555 $4.51M 0.81% +3,457 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 28,452 $4.5M 2.35% +11,293 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 28,445 $4.49M 1.14% +1,249 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 28,427 $4.49M 2.63% -12,351 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 28,424 $4.49M 2.3% -387 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 28,418 $4.49M 2.87% -26,056 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 28,417 $4.49M 3.27% -730 13F-HR Timeline Group Valley Brook Capital Group, Inc. 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More: the full row for Almanack Investment Partners, LLC. 28,223 $4.46M 0.71% +271 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 32,407 $4.46M 2.75% +286 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 28,140 $4.45M 3.51% 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 28,110 $4.44M 1.45% +215 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 28,051 $4.43M 0.39% -2,073 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 28,047 $4.43M 1.29% -342 13F-HR Timeline Del-Sette Capital Management, LLC More: the full row for Del-Sette Capital Management, LLC 28,032 $4.43M 3.08% +1,570 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 28,027 $4.43M 0.71% +1,158 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 28,024 $4.43M 1.44% -38,563 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 28,016 $4.43M 0.5% +5,161 13F-HR Timeline Vickerman Investment Advisors, Inc. 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More: the full row for Davidson Capital Management Inc. 27,892 $4.41M 1.06% +5,305 13F-HR Timeline Guided Capital Wealth Management, LLC More: the full row for Guided Capital Wealth Management, LLC 27,858 $4.4M 3.39% +70 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 27,809 $4.39M 1.18% +3,295 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 27,804 $4.39M 3.03% -25 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 27,783 $4.39M 0.1% -9,472 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 27,751 $4.38M 2.69% +3,354 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 27,737 $4.38M 0.81% -266 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 27,730 $4.38M 0.38% -2,213 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 27,726 $4.38M 0.64% +7,493 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 27,710 $4.38M 1.29% +720 13F-HR Timeline SRN Advisors, LLC More: the full row for SRN Advisors, LLC 27,666 $4.37M 3.98% +12,871 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 27,657 $4.37M 1.82% -661 13F-HR Timeline Advance Capital Management, Inc. 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Ltd. 27,376 $4.33M 7.64% +15,336 13F-HR Timeline Group waypoint wealth counsel More: the full row for waypoint wealth counsel 27,353 $4.32M 2.14% +2,481 13F-HR Timeline CAMPBELL NEWMAN ASSET MANAGEMENT INC More: the full row for CAMPBELL NEWMAN ASSET MANAGEMENT INC 27,260 $4.31M 0.34% -95 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 27,252 $4.31M 3.13% -2,789 13F-HR Timeline HENDLEY & CO INC More: the full row for HENDLEY & CO INC 27,227 $4.3M 1.5% -250 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 27,219 $4.3M 2.44% -28,758 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 27,180 $4.29M 1.35% -2,900 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 27,154 $4.29M 2.39% +15,354 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 27,146 $4.29M 0.4% -253 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 27,139 $4.29M 1.19% +1,668 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 27,105 $4.28M 0.97% +8,674 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 27,092 $4.28M 0.51% +3,852 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 27,033 $4.27M 1.58% +14,444 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 27,019 $4.27M 2.88% -5,417 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 27,012 $4.27M 1.43% new 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 27,000 $4.27M 2.79% 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 26,979 $4.26M 2.86% +2,798 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 26,945 $4.26M 0.96% +805 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 26,939 $4.26M 1.6% +8,261 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 26,909 $4.25M 2.87% +317 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 26,891 $4.25M 0.49% +1,187 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 26,878 $4.25M 1.93% +3,636 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 26,875 $4.25M 1.04% -1,524 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 26,851 $4.24M 1.14% +78 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 26,839 $4.24M 0.41% -6,348 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 26,822 $4.24M 0.89% +573 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 26,645 $4.21M 1.53% +1,977 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 26,629 $4.21M 1.06% +3,649 13F-HR Timeline SoundView Advisors Inc. More: the full row for SoundView Advisors Inc. 26,596 $4.2M 1.55% +1,594 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 26,579 $4.2M 0.69% +2,209 13F-HR Timeline Palmer Knight Co More: the full row for Palmer Knight Co 26,553 $4.2M 1.79% -220 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. 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