WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 79,132 $1.96M 1.58% +16,621 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 78,298 $1.94M 1.11% -2,003 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 78,154 $1.93M 0.74% -608 13F-HR Timeline HC Advisors, LLC More: the full row for HC Advisors, LLC 77,840 $1.93M 1.29% -1,631 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 77,734 $1.92M 0.59% +50 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 77,353 $1.91M 0.5% -201 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 76,091 $1.88M 0.29% -1,872 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 75,802 $1.88M 0.42% -4,802 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 69,693 $1.87M 0.03% +2,241 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 75,546 $1.87M <0.01% +4,433 13F-HR Timeline Group Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 75,059 $1.86M 0.57% -400 13F-HR Timeline Ironwood Wealth Management, LLC. 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LLC 73,832 $1.83M 0.21% 0 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 73,702 $1.82M 0.01% +12,898 13F-HR Timeline Group May Hill Capital, LLC More: the full row for May Hill Capital, LLC 73,602 $1.82M 0.46% -317 13F-HR Timeline Gambit Capital Management, LLC More: the full row for Gambit Capital Management, LLC 73,364 $1.82M 1.3% +20,252 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 73,266 $1.81M 0.26% -312 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 72,811 $1.8M 0.23% 0 13F-HR Timeline TIAA group of 3 filers holding More: the full row for TIAA 72,713 $1.8M -1,407 Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 72,617 $1.8M 0.21% +4,541 13F-HR Timeline Unify Financial Advisors More: the full row for Unify Financial Advisors 72,276 $1.79M 1.86% +2,006 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 71,881 $1.78M 0.22% +25,397 13F-HR Timeline FinDec Wealth Services, Inc. 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LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 48,609 $1.2M 0.06% 0 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 48,565 $1.2M 0.37% -122 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 48,341 $1.2M 0.06% -1,100 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 48,277 $1.19M 0.71% -1,429 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 48,186 $1.19M 0.02% -1,756 13F-HR Timeline Wernau Asset Management Inc. More: the full row for Wernau Asset Management Inc. 48,125 $1.19M 1.24% +1,585 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 48,076 $1.19M 0.84% +2,907 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 47,759 $1.18M 0.17% 0 13F-HR Timeline Daybright Advisory Services, Inc. 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Simmons & Co., P.C. More: the full row for J.E. Simmons & Co., P.C. 44,373 $1.1M 0.73% 0 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 44,225 $1.09M 0.61% -1,485 13F-HR Timeline LTG Capital LLC More: the full row for LTG Capital LLC 44,089 $1.09M 0.83% -98 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 44,049 $1.09M 0.04% 0 13F-HR/A Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 43,190 $1.07M 0.19% -800 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 43,088 $1.07M 0.09% +155 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 42,857 $1.06M 0.26% -2,400 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 42,696 $1.06M 0.18% -28 13F-HR Timeline Valued Retirements, Inc. 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More: the full row for Coordinated Financial Services, Inc. 41,819 $1.04M 0.6% +1,162 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 41,725 $1.03M 0.01% -2,249 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 41,603 $1.03M 0.05% -10,824 13F-HR Timeline Lighthouse Wealth Management Inc. More: the full row for Lighthouse Wealth Management Inc. 41,478 $1.03M 0.7% +13,929 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 41,432 $1.03M 0.03% -6,166 13F-HR/A Timeline Group Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 38,649 $1.02M 0.06% new 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 41,315 $1.02M 0.47% +30,244 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 41,311 $1.02M 0.02% +9,861 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 41,155 $1.02M 0.2% +2,984 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 41,152 $1.02M 0.05% -22,006 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 40,959 $1.01M 0.22% 0 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 40,845 $1.01M 0.29% +12 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 40,566 $1M 0.11% +197 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 40,437 $1M 0.2% -9,916 13F-HR Timeline Black Cypress Capital Management, LLC More: the full row for Black Cypress Capital Management, LLC 40,085 $992K 0.71% +699 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 39,879 $987K 0.09% 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 39,626 $981K 0.02% +1,570 13F-HR/A Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 39,495 $978K 0.18% +9,646 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 39,187 $970K 0.37% +24,350 13F-HR Timeline TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 38,988 $965K 0.14% -148 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 38,794 $960K 0.03% +1,905 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 38,790 $960K <0.01% -2,030 13F-HR Timeline Group C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 38,777 $960K 0.05% +980 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 38,746 $959K 0.16% 0 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 38,504 $953K <0.01% +17,251 13F-HR Timeline PERSPECTIVE WEALTH ADVISORS LLC More: the full row for PERSPECTIVE WEALTH ADVISORS LLC 38,503 $953K 0.62% -9,083 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 38,379 $950K <0.01% +14,962 13F-HR Timeline Group Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 38,291 $948K 0.22% +2,852 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 37,981 $940K 0.49% +10,305 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 37,744 $934K 0.09% +407 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 37,725 $934K 0.07% -88 13F-HR Timeline Wingate Wealth Advisors, Inc. 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