MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 309 $30.2K 0.02% 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 328 $29.9K 0.02% 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 325 $29.7K 0.01% 0 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 324 $29.6K 0.03% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 320 $29.2K 0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 318 $29K 0.02% 0 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 308 $28.1K 0.04% +2 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 300 $27.4K 0.01% 0 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 300 $27.4K 0.01% 0 13F-HR Timeline SYNTAX RESEARCH, INC. 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Inc. 196 $17.8K <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 192 $17.5K 0.01% 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 190 $17.3K 0.01% 0 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 190 $17.3K 0.01% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 187 $17K 0.01% +97 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 186 $17K <0.01% +50 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 185 $16.9K 0.01% -49 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 184 $16.8K 0.01% 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 175 $16K <0.01% 0 13F-HR Timeline Sanctuary Wealth Management, L.L.C. 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More: the full row for Jackson, Grant Investment Advisers, Inc. 119 $10.9K <0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 117 $10.7K <0.01% +10 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 115 $10.5K 0.01% 0 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 112 $10.2K 0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 112 $10.2K 0.01% 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 120 $10K 0.01% 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 107 $9.76K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 101 $9.15K 0.01% +5 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 99 $9.03K 0.01% +3 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 100 $9K 0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 97 $8.85K <0.01% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 92 $8.4K 0.01% -10 13F-HR Timeline Parkworth Wealth Management, Inc. 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More: the full row for Nova Wealth Management, Inc. 82 $7.48K 0.01% 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 80 $7.3K <0.01% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 79 $7.19K <0.01% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 75 $6.84K <0.01% new 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 75 $6.84K 0.01% 0 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 73 $6.69K 0.01% 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 71 $6.48K <0.01% +54 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 69 $6.3K <0.01% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 67 $6.11K <0.01% 0 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 67 $6.11K 0.01% 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 65 $5.95K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 65 $5.93K <0.01% +8 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 64 $5.84K <0.01% 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 61 $5.57K <0.01% 0 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 60 $5.47K <0.01% 0 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 56 $5.11K <0.01% 0 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 60 $5K <0.01% 0 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 54 $4.96K <0.01% 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 52 $4.75K <0.01% -5,764 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 52 $4.75K <0.01% 0 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 51 $4.66K <0.01% 0 13F-HR Timeline TLW Wealth Management, LLC More: the full row for TLW Wealth Management, LLC 51 $4.65K <0.01% -40,951 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 50 $4.56K <0.01% -8 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 50 $4.56K <0.01% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 50 $4.56K <0.01% 13F-HR/A Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 50 $4.56K <0.01% 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 42 $3.83K <0.01% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 40 $3.65K <0.01% -130 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 40 $3.65K <0.01% -36 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 37 $3.35K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 36 $3.31K <0.01% +12 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 36 $3.29K <0.01% new 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 35 $3.19K 0.14% +7 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 34 $3.1K <0.01% 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 30 $2.74K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 29 $2.65K <0.01% 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 28 $2.56K <0.01% 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 25 $2.25K <0.01% -517 13F-HR Timeline Prudent Man Investment Management, Inc. 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More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 19 $1.73K <0.01% 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 17 $1.57K <0.01% 0 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 1,600 $1.46K 0.05% 0 13F-HR/A Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 16 $1.46K <0.01% -2 13F-HR Timeline Delta Accumulation, LLC More: the full row for Delta Accumulation, LLC 14 $1.36K 0.01% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 14 $1.29K <0.01% 0 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 13 $1.19K <0.01% 0 13F-HR/A Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 12 $1K <0.01% new 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 10 $913 <0.01% new 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 9 $822 <0.01% 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 7 $639 <0.01% -1 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 5 $491 0.04% -5,750 13F-HR Timeline RE Dickinson Investment Advisors, LLC More: the full row for RE Dickinson Investment Advisors, LLC 317 $289 0.02% +12 13F-HR/A Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 3 $276 <0.01% new 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 3 $274 <0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 2 $183 <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 2 $183 <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 1 $96 <0.01% 13F-HR Timeline Vermillion Wealth Management, Inc. 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