VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 4,739 $241K 0.01% +141 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 4,734 $241K 0.23% -1,036 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 4,723 $240K 0.13% 0 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 4,717 $240K <0.01% new 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 4,696 $239K 0.01% -1,469 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 4,694 $239K 0.04% +330 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 4,630 $238K 0.04% +1,800 13F-HR Timeline DARA CAPITAL US, INC. 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LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 4,330 $220K 0.01% new 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 4,319 $220K 0.01% +38 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 4,312 $219K 0.09% 0 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 4,301 $219K 0.09% new 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 4,298 $219K 0.05% -845 13F-HR Timeline Aviso Financial Inc. 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More: the full row for FOX RUN MANAGEMENT, L.L.C. 4,118 $210K 0.03% -13,555 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 4,110 $209K 0.12% 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 4,101 $209K 0.08% +21 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 4,066 $207K <0.01% +2,693 13F-HR Timeline Avise Financial Cooperative, Inc. 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More: the full row for TFC Financial Management, Inc. 3,031 $154K 0.02% +90 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 3,006 $153K 0.16% +29 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 3,000 $153K 0.02% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 2,888 $147K 0.01% -139 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 2,878 $146K 0.02% 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 2,844 $145K 0.13% 13F-HR Timeline LANARK FINANCIAL, INC. 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More: the full row for Greykasell Wealth Strategies, Inc. 2,269 $115K 0.05% +112 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,225 $113K <0.01% -293 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 2,206 $112K 0.03% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,791 $112K 0.01% -10 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 2,184 $111K 0.08% 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 2,134 $109K 0.01% +1,390 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 2,128 $108K 0.01% -2,472 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 2,114 $108K 0.01% +100 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,113 $108K 0.01% +188 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 2,112 $107K <0.01% -3,319 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 2,102 $107K 0.02% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 2,100 $106K 0.03% new 13F-HR Timeline General Partner, Inc. 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