Collier Financial More: the full row for Collier Financial 2,167 $415K 0.31% -51 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 2,165 $415K 0.09% +190 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 2,163 $414K 0.15% 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,153 $412K 0.02% +107 13F-HR Timeline Cedrus Wealth Group LLC More: the full row for Cedrus Wealth Group LLC 2,146 $411K 0.38% 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 2,140 $410K 0.36% 0 13F-HR Timeline Schulz Wealth, LTD. 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More: the full row for Symphony Financial Services, Inc. 2,094 $401K 0.21% +770 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 2,085 $399K 0.09% -15 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 2,083 $399K 0.02% -16 13F-HR Timeline Group Alteri Wealth LLC More: the full row for Alteri Wealth LLC 2,066 $396K 0.13% -271 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 2,062 $395K 0.1% new 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 2,059 $394K 0.04% -1,072 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 2,053 $393K 0.07% +852 13F-HR Timeline Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 2,052 $393K 0.32% 13F-HR Timeline Nikulski Financial, Inc. 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W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 1,964 $376K 0.19% 0 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 1,959 $375K 0.01% -195 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. 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More: the full row for Capital Advantage, Inc. 1,889 $362K 0.05% 0 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 1,831 $362K 0.08% +8 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 1,881 $360K 0.19% -66 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 1,867 $360K 0.07% -180 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 1,878 $360K 0.19% 0 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 1,876 $359K 0.01% -5 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 1,875 $359K 0.01% 0 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 1,871 $358K 0.05% +7 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 1,869 $358K 0.02% -10 13F-HR Timeline PALLADIEM, LLC More: the full row for PALLADIEM, LLC 1,852 $358K 0.34% 13F-HR Timeline COGENT STRATEGIC WEALTH LLC More: the full row for COGENT STRATEGIC WEALTH LLC 1,797 $357K 0.39% 13F-HR Timeline CHAPIN DAVIS, INC. 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More: the full row for Fulton Bank, N.A. 1,830 $351K 0.01% -120 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 1,829 $350K 0.04% +328 13F-HR Timeline IronBridge Private Wealth, LLC More: the full row for IronBridge Private Wealth, LLC 1,844 $350K 0.11% 0 13F-HR Timeline Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 1,815 $348K 0.18% 0 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 1,815 $348K 0.07% 0 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 1,814 $348K 0.15% +4 13F-HR Timeline Legend Capital Advisors LLC More: the full row for Legend Capital Advisors LLC 1,810 $347K 0.19% 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 1,808 $346K 0.02% -12 13F-HR Timeline Westbourne Investment Advisors, Inc. 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More: the full row for Essential Planning, LLC. 1,765 $338K 0.11% -235 13F-HR Timeline Juno Financial Group LLC More: the full row for Juno Financial Group LLC 1,760 $337K 0.13% 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 1,757 $337K 0.07% -43 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,757 $337K 0.11% +351 13F-HR Timeline KIRR MARBACH & CO LLC /IN/ More: the full row for KIRR MARBACH & CO LLC /IN/ 1,750 $335K 0.06% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,749 $335K 0.02% -10 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 1,749 $335K <0.01% +197 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 1,749 $335K 0.05% new 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 1,744 $334K 0.05% new 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,744 $334K 0.01% new 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 1,738 $333K 0.01% -125 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 1,694 $333K 0.05% +118 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 1,730 $331K 0.11% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. 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Prosperity Capital Advisors 1,632 $313K 0.02% +245 13F-HR Timeline Financial Architects, LLC More: the full row for Financial Architects, LLC 1,625 $311K 0.17% 0 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 1,621 $311K 0.03% +3 13F-HR Timeline Winning Points Advisors, LLC More: the full row for Winning Points Advisors, LLC 1,615 $310K 0.33% 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,617 $310K 0.01% -3,955 13F-HR Timeline Wise Wealth Partners More: the full row for Wise Wealth Partners 1,611 $309K 0.44% new 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 1,604 $307K 0.07% -100 13F-HR Timeline Goldenstone Wealth Management LLC More: the full row for Goldenstone Wealth Management LLC 1,592 $305K 0.23% 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 1,591 $305K 0.05% 0 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 1,591 $305K 0.16% -459 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 1,587 $304K 0.08% -1,020 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 1,587 $304K 0.13% new 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 1,586 $304K 0.32% -487 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 1,579 $303K 0.13% +290 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 1,577 $302K 0.17% +139 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 1,577 $302K 0.02% -580 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 1,576 $302K 0.11% +122 13F-HR Timeline Clear Retirement Advice LLC More: the full row for Clear Retirement Advice LLC 1,519 $302K 0.23% 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 1,574 $302K 0.02% new 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 1,575 $301K 0.08% +2 13F-HR Timeline CARLSON FINANCIAL, INC. 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ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 1,535 $294K <0.01% -246 13F-HR Timeline Group Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 1,533 $294K 0.11% 13F-HR/A Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 1,528 $293K 0.12% new 13F-HR Timeline Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 1,517 $291K 0.16% 0 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 1,517 $291K 0.15% 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 1,514 $290K 0.04% 0 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 1,510 $289K 0.13% +38 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 1,508 $289K 0.02% -52 13F-HR Timeline MAD RIVER INVESTORS More: the full row for MAD RIVER INVESTORS 1,508 $289K 0.13% 0 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 1,507 $289K 0.04% 0 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 1,505 $288K 0.13% 0 13F-HR Timeline Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 1,500 $287K 0.2% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,498 $287K 0.01% +153 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 1,491 $286K 0.17% 0 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 1,488 $285K 0.06% 0 13F-HR/A Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 1,474 $282K 0.02% 0 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 1,472 $282K 0.15% new 13F-HR Timeline PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 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More: the full row for Total Wealth Planning & Management, Inc. 1,446 $277K 0.22% 13F-HR Timeline Cadia Private Client LLC More: the full row for Cadia Private Client LLC 1,445 $277K 0.22% 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 1,445 $277K 0.02% 0 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 1,439 $276K 0.01% 0 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,439 $276K 0.11% +20 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 1,430 $274K 0.11% 0 13F-HR Timeline Harbor Group, Inc. 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