Elios Financial Group Inc. More: the full row for Elios Financial Group Inc. 27,978 $618K 0.28% +2,928 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 27,955 $618K 0.21% -867 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 27,834 $615K 0.55% +2,189 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 27,824 $615K 0.1% +784 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 27,632 $611K 0.2% -317 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 27,580 $610K 0.01% +6,533 13F-HR Timeline Bridgewater Advisors Inc. 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More: the full row for Bowman & Co S.C. 27,112 $599K 0.27% -3 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 27,052 $598K 0.55% +60 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 26,752 $591K 0.28% 0 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 26,718 $590K 0.74% -385 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 26,690 $590K 0.15% 0 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 26,649 $589K 0.06% +2,950 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 26,496 $586K 0.04% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 26,299 $581K 0.02% -7,381 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 26,063 $576K 0.01% +296 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 25,902 $572K 0.19% +1 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 25,871 $572K 0.08% +39 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 25,780 $570K 0.23% 0 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 25,717 $568K 0.34% +46 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 25,669 $567K 0.28% 0 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 25,652 $567K 0.02% 0 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 25,452 $562K 0.06% +172 13F-HR Timeline Ifrah Financial Services, Inc. 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LLC. 21,199 $468K <0.01% +1,083 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 21,175 $468K 0.03% +131 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 21,168 $468K 0.42% 0 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 21,211 $467K 0.07% +815 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 20,681 $465K 0.22% +1,550 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 21,028 $465K 0.23% +19,381 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 21,014 $464K 0.01% new 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 20,990 $464K 0.18% -24 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 20,986 $464K 0.01% +332 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 20,932 $463K <0.01% +287 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 23,296 $461K 0.16% 0 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 20,815 $460K 0.18% +228 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 20,738 $458K 0.08% +611 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 20,128 $457K 0.15% new 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 20,493 $453K 0.02% -4,575 13F-HR Timeline BIRCHBROOK, INC. 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More: the full row for StoneX Group Inc. 19,404 $429K 0.02% +7,085 13F-HR Timeline Group FCA CORP /TX More: the full row for FCA CORP /TX 19,365 $428K 0.13% -1,176 13F-HR Timeline Marathon Strategic Advisors, LLC More: the full row for Marathon Strategic Advisors, LLC 19,335 $427K 0.4% new 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 19,362 $427K 0.04% 0 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 19,286 $426K 0.05% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 19,324 $426K 0.09% +125 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 19,269 $426K 0.16% -21,431 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 19,236 $425K 0.22% -90 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 19,209 $425K 0.32% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 19,004 $420K 0.02% +10,191 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 18,941 $419K 0.06% +2,243 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/ 18,838 $416K <0.01% +1,000 13F-HR/A Timeline Group JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 18,808 $416K 0.28% +419 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 18,800 $415K 0.02% 0 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 18,933 $415K 0.08% +89 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 18,672 $413K 0.01% new 13F-HR Timeline Group Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 18,645 $412K 0.03% +4,027 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 18,634 $412K 0.22% -300 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 18,484 $408K 0.25% 0 13F-HR Timeline MONEYWISE, INC. More: the full row for MONEYWISE, INC. 18,432 $407K 0.19% -2,241 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 18,401 $407K <0.01% -1,003 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 18,354 $406K 0.15% 0 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 18,339 $405K 0.26% +6,336 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 18,323 $405K 0.07% -340 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 18,288 $404K 0.37% -2,206 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 18,260 $404K 0.08% -1,617 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 18,255 $403K 0.09% -1,706 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 18,225 $403K <0.01% -417 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 18,217 $403K 0.12% +3,408 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 18,156 $401K 0.01% 0 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 17,998 $397K 0.19% -2,351 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 17,952 $397K 0.07% +2,308 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 29,258 $397K 0.09% -1,301 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 17,944 $397K 0.05% +163 13F-HR Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 17,918 $396K 0.1% +4,158 13F-HR Timeline MASSACHUSETTS FINANCIAL SERVICES CO /MA/ in group MASSACHUSETTS FINANCIAL SERVI… More: the full row for MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 17,893 $395K <0.01% new 13F-HR Timeline Group Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 17,884 $395K 0.12% 0 13F-HR Timeline Darrow Company, Inc. 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DAVIDSON & CO. 16,472 $364K <0.01% -380 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 16,470 $364K 0.01% 0 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 16,401 $362K 0.09% 0 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 16,354 $361K 0.17% +3,412 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 16,308 $360K 0.04% -5,656 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 16,232 $359K 0.03% +22 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 16,231 $359K 0.02% -1,445 13F-HR Timeline Hurlow Wealth Management Group, Inc. 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Lucia & Associates, LLC 14,907 $329K 0.13% +4,373 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 14,907 $329K 0.11% +6 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 14,901 $329K 0.16% -4,067 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 14,794 $327K 0.03% +2,252 13F-HR Timeline