Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 7,949 $1.44M 0.68% +1,265 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 7,921 $1.44M 0.2% -773 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 7,917 $1.44M 0.18% -19 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 7,850 $1.43M 0.06% +529 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 7,829 $1.42M 0.46% +17 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 7,702 $1.42M 0.55% -12,490 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 7,724 $1.41M 1.24% -237 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 7,723 $1.4M 0.16% -173 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 7,720 $1.4M 0.55% -239 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 7,700 $1.4M 0.68% 0 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 7,692 $1.4M 0.13% -3,251 13F-HR Timeline Ardent Capital Management, Inc. More: the full row for Ardent Capital Management, Inc. 7,655 $1.39M 0.67% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 7,647 $1.39M 0.2% +2,207 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 7,597 $1.38M 0.53% +119 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 7,591 $1.38M 0.18% 0 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 7,557 $1.37M 0 Timeline Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 7,504 $1.36M 0.56% 0 13F-HR Timeline CAPITAL MANAGEMENT ASSOCIATES /NY/ More: the full row for CAPITAL MANAGEMENT ASSOCIATES /NY/ 7,500 $1.36M 2.22% 0 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 7,474 $1.36M 0.58% -421 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 7,473 $1.36M 0.15% +235 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 7,471 $1.36M 0.25% +75 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 7,461 $1.36M 0.17% -840 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 7,425 $1.35M 0.01% 0 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 7,409 $1.35M 0.03% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 7,394 $1.34M 0.37% -171 13F-HR Timeline MONTAG & CALDWELL, LLC More: the full row for MONTAG & CALDWELL, LLC 7,315 $1.33M 0.29% 0 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 7,265 $1.32M 0.01% -66,191 13F-HR Timeline Group Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 7,600 $1.32M 0.05% 0 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 7,198 $1.31M 0.73% +5,183 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 7,184 $1.31M 0.14% 0 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 7,121 $1.29M 0.17% -676 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 7,120 $1.29M 0.22% +2,035 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 7,074 $1.29M 0.11% +1,737 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 7,040 $1.28M 0.43% 13F-HR/A Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 6,989 $1.27M 0.32% 0 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 6,989 $1.27M 0.23% 0 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 6,949 $1.26M 0.52% -158 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 6,947 $1.26M 0.26% -292 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 6,921 $1.26M 0.54% +172 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 6,914 $1.26M 0.02% 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 6,902 $1.25M 0.17% +2,210 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 6,898 $1.25M 1% -9,131 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 6,864 $1.25M -12,468 Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 6,872 $1.25M 0.08% +384 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 6,867 $1.25M 0.15% -650 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 6,859 $1.25M 0.31% -1,773 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 6,844 $1.24M 0.34% -948 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 6,836 $1.24M 0.73% -462 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 6,830 $1.24M 0.39% +8 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 6,809 $1.24M 0.02% +989 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 6,790 $1.23M 0.1% 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 6,504 $1.22M 0.36% +464 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 6,715 $1.22M 0.15% -370 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 6,534 $1.22M 0.05% -1,005 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 6,704 $1.22M 0.95% -738 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 6,700 $1.22M 0.09% new 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 6,687 $1.22M 1.04% +51 13F-HR Timeline HICKORY ASSET MANAGEMENT, INC. More: the full row for HICKORY ASSET MANAGEMENT, INC. 6,685 $1.21M 1% -40 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 6,650 $1.21M 0.25% +349 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 6,632 $1.21M 0.45% +1 13F-HR Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 6,614 $1.2M 1.01% -18 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 6,599 $1.2M 0.03% +2,107 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 6,597 $1.2M 0.28% 0 13F-HR Timeline LATHROP INVESTMENT MANAGEMENT CO More: the full row for LATHROP INVESTMENT MANAGEMENT CO 6,563 $1.19M 0.23% +574 13F-HR Timeline Financial Advisory Corp More: the full row for Financial Advisory Corp 6,504 $1.18M 0.18% 0 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 6,505 $1.18M 0.16% +1,468 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 6,497 $1.18M 0.19% +2 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 6,493 $1.18M 0.17% +293 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 6,413 $1.17M 0.28% 0 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 6,408 $1.16M 0.12% new 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 6,387 $1.16M 0.23% -753 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 6,325 $1.15M 0.27% +96 13F-HR Timeline Davies Financial Advisors, Inc. More: the full row for Davies Financial Advisors, Inc. 6,316 $1.15M 0.89% -1 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 6,312 $1.15M 0.27% -1,184 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 6,281 $1.14M 0.04% -170 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 6,279 $1.14M 0.79% 13F-HR Timeline Boothe Investment Group, Inc. More: the full row for Boothe Investment Group, Inc. 6,278 $1.14M 0.43% -670 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 6,253 $1.14M 0.14% 0 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 6,250 $1.14M 0.16% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,238 $1.13M 0.05% +707 13F-HR Timeline Group Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 6,205 $1.13M 0.93% +49 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 6,202 $1.13M 0.05% -20,633 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 6,201 $1.13M 0.24% +1,201 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 6,192 $1.13M 0.48% -22 13F-HR/A Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 6,150 $1.12M 0.72% -7,781 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 6,139 $1.12M 0.83% -877 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 6,119 $1.11M 0.06% +505 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 6,104 $1.11M 0.17% +137 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 6,098 $1.11M 0.22% 0 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 6,083 $1.11M 0.19% 0 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 6,074 $1.1M 0.47% 0 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 6,059 $1.1M 0.23% -50,223 13F-HR/A Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 6,052 $1.1M 0.33% -1,009 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 6,050 $1.1M 0.08% -34 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 6,034 $1.1M 0.35% -899 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 6,034 $1.1M 0.07% 0 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 6,027 $1.1M 0.03% -199 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 6,020 $1.09M <0.01% 0 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 6,012 $1.09M 0.28% -5,450 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 6,008 $1.09M 0.29% -1,153 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 5,989 $1.09M 0.04% -125 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 5,981 $1.09M 0.07% -181 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 5,980 $1.09M 0.1% -557 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 5,979 $1.09M 0.14% -3,300 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 5,961 $1.08M 0.05% +4 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 5,961 $1.08M 0.49% 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 5,957 $1.08M 0.14% +179 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 5,888 $1.08M 0.51% +8 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 5,953 $1.08M 0.23% 0 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 5,948 $1.08M 0.13% new 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 5,943 $1.08M 0.63% -1,549 13F-HR Timeline Hassell Wealth Management, LLC More: the full row for Hassell Wealth Management, LLC 5,755 $1.08M 0.39% +4 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 5,929 $1.08M 0.1% +53 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 5,918 $1.08M 0.13% -33 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 5,917 $1.08M 0.19% +931 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 5,912 $1.07M 0.15% +256 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 5,888 $1.07M 0.56% +23 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 5,877 $1.07M 0.03% 0 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 5,846 $1.06M 0.02% +2,415 13F-HR Timeline BLUEFIN CAPITAL MANAGEMENT, LLC More: the full row for BLUEFIN CAPITAL MANAGEMENT, LLC 5,837 $1.06M 0.82% new 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 5,834 $1.06M 0.31% +1,222 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 5,830 $1.06M 0.04% +2,522 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 5,827 $1.06M 0.2% +48 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 5,823 $1.06M 0.7% -1,399 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 5,803 $1.05M 0.27% -291 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 5,785 $1.05M 0.03% -170 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 5,767 $1.05M 0.07% 0 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 5,756 $1.05M 0.01% +2,006 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 5,755 $1.05M 0.22% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 5,749 $1.04M 0.45% -340 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 5,724 $1.04M 0.04% -4,197 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 5,639 $1.04M 0.36% +629 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 5,720 $1.04M 0.13% -3 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 5,690 $1.03M 0.1% 0 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 5,678 $1.03M 0.16% +926 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 5,667 $1.03M 0.8% 0 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 5,657 $1.03M 0.04% -209 13F-HR Timeline Del-Sette Capital Management, LLC More: the full row for Del-Sette Capital Management, LLC 5,650 $1.03M 0.71% -44,708 13F-HR Timeline Capitol Family Office, Inc. More: the full row for Capitol Family Office, Inc. 5,614 $1.02M 1.33% -325 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 5,611 $1.02M 0.38% +292 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 5,583 $1.01M <0.01% +1,966 13F-HR Timeline Group Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 5,579 $1.01M 0.47% 0 13F-HR Timeline Axecap Investments, LLC More: the full row for Axecap Investments, LLC 5,547 $1.01M 0.66% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 5,545 $1.01M 0.02% +76 13F-HR Timeline Group Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 5,541 $1.01M 0.27% -291 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 5,513 $1M 0.46% +1,593 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 5,509 $1M 0.57% +1,386 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 5,505 $1M 0.16% -39,718 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 5,502 $1M 0.02% +64 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 5,499 $999K 0.05% +103 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 5,467 $994K 0.77% -491 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 5,430 $987K 0.19% 0 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 5,419 $985K 0.19% 0 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 5,440 $984K 0.02% -97,409 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 5,407 $983K 0.24% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 5,389 $979K 0.04% +5,161 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 5,382 $978K 0.6% -53 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 5,383 $978K 0.18% +955 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 5,381 $978K 0.15% +268 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 5,365 $975K 0.08% -41,547 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 5,365 $975K 0.19% +114 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 5,362 $974K 0.05% -7,818 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 5,361 $974K 0.74% +50 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 5,345 $971K 0.32% -180 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 5,279 $959K 0.12% +121 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 5,253 $955K 0.25% +207 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 5,220 $949K 0.43% -147 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 5,218 $948K 0.17% -19 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 5,205 $946K 0.3% 0 13F-HR Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 5,130 $943K 0.32% +1,336 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 5,170 $940K 0.02% 0 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 5,164 $939K 0.27% +11 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 5,158 $937K 0.37% -275 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 5,112 $929K 1.3% -249 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 5,110 $929K 0.16% +345 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 5,110 $929K 0.36% +14 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 5,106 $928K 0.24% +2,042 13F-HR Timeline Clientfirst Wealth Management, LLC More: the full row for Clientfirst Wealth Management, LLC 5,096 $926K 0.95% 0 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 5,061 $920K 0.69% +733 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 5,060 $920K 0.09% +90 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 5,030 $914K 0.06% -8 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 4,957 $901K 0.08% +524 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 4,950 $900K 0.01% 0 13F-HR Timeline Group MYCIO WEALTH PARTNERS, LLC More: the full row for MYCIO WEALTH PARTNERS, LLC 4,919 $894K 0.21% +16 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 4,900 $891K 0.05% 0 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 4,889 $889K 0.06% +582 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 4,864 $884K 0.09% new 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 4,862 $884K 0.01% +20 13F-HR Timeline VAN DEN BERG MANAGEMENT I, INC More: the full row for VAN DEN BERG MANAGEMENT I, INC 4,857 $883K 0.25% -168 13F-HR Timeline Rench Wealth Management, Inc. More: the full row for Rench Wealth Management, Inc. 4,850 $882K 0.28% -4,973 13F-HR Timeline Turning Point Benefit Group, Inc. 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