Sachetta, LLC More: the full row for Sachetta, LLC 15,302 $356K 0.13% -1,350 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 15,298 $356K 0.03% -3,347 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 15,262 $355K 0.04% 0 13F-HR Timeline Essex Bank in group Essex Financial Services, Inc. More: the full row for Essex Bank 15,201 $354K 0.08% 0 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 15,107 $352K 0.01% +1,796 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 14,948 $352K 0.04% 0 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 15,097 $351K 0.07% new 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 15,069 $351K 0.01% +1,840 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 14,938 $348K 0.03% 0 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 14,907 $347K 0.13% 0 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 14,901 $347K 0.11% -6 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 14,873 $346K 0.1% +1,227 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 14,784 $344K 0.06% -8 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 14,722 $343K 0.02% +800 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 14,691 $342K 0.15% new 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 14,684 $342K 0.03% +1,478 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 14,611 $340K 0.07% 0 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 14,510 $338K 0.01% -804 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 14,482 $337K 0.08% -55 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 14,456 $337K 0.05% -1,000 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 14,444 $336K 0.08% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 14,425 $336K 0.14% +11,145 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 15,122 $334K 0.11% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 14,246 $332K <0.01% +3,963 13F-HR Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 13,881 $330K 0.03% new 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 14,176 $330K 0.13% new 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 14,116 $329K 0.01% -549 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 14,116 $329K 0.02% +1,038 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 14,057 $327K <0.01% +3,587 13F-HR Timeline Group Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 14,039 $327K 0.03% -555 13F-HR Timeline LAWSON KROEKER INVESTMENT MANAGEMENT IN… More: the full row for LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 13,945 $325K 0.06% 0 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 13,932 $324K 0.06% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 13,919 $324K 0.03% -101 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 13,835 $322K 0.02% -10,491 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 13,800 $321K 0.02% 0 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 13,713 $319K 0.15% +278 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 13,600 $317K 0.02% -3,751 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 13,576 $316K 0.05% -600 13F-HR Timeline Group Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 13,507 $314K 0.02% 0 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 13,494 $314K 0.05% 0 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 13,508 $314K 0.1% -6,620 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 13,416 $312K 0.02% 0 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 13,394 $312K 0.22% -1,780 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 13,342 $311K 0.05% +250 13F-HR Timeline Shearwater Capital LLC More: the full row for Shearwater Capital LLC 13,328 $310K 0.18% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 13,313 $310K 0.04% -75 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 13,303 $310K 0.18% 0 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 13,223 $308K 0.01% new 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 13,195 $307K 0.06% +21 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 13,146 $305K <0.01% -646 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 13,070 $304K 0.15% 0 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 12,820 $303K 0.08% 0 13F-HR Timeline Farnam Financial LLC More: the full row for Farnam Financial LLC 13,015 $303K 0.24% new 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 12,992 $302K 0.17% +3,812 13F-HR Timeline LATHROP INVESTMENT MANAGEMENT CO More: the full row for LATHROP INVESTMENT MANAGEMENT CO 12,975 $302K 0.06% +64 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 12,936 $301K 0.08% 0 13F-HR Timeline Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 12,854 $299K 0.12% -46 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 12,809 $298K 0.09% 0 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 12,809 $298K 0.03% new 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 12,718 $296K 0.11% +3,518 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 12,660 $295K 0.05% 0 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 12,631 $294K 0.11% +78 13F-HR Timeline Vernal Point Advisors, LLC More: the full row for Vernal Point Advisors, LLC 12,620 $294K 0.13% 0 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 12,577 $293K 0.03% +697 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 12,368 $292K 0.06% -278 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 12,531 $292K 0.01% 0 13F-HR Timeline Group HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 12,514 $291K 0.03% +90 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 12,475 $290K 0.01% +3,260 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 12,452 $290K 0.22% +55 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 12,229 $289K 0.07% +1,251 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 12,424 $289K <0.01% 0 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 12,379 $288K 0.01% -81 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 12,326 $287K 0.01% -476 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 12,320 $287K 0.02% -4,901 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 12,275 $286K 0.02% -1,600 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 12,217 $284K 0.05% +142 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 12,184 $284K 0.07% +114 13F-HR Timeline Burt Wealth Advisors More: the full row for Burt Wealth Advisors 12,149 $283K 0.07% +2,325 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 12,068 $281K 0.04% 0 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 12,038 $280K 0.04% -2,677 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 11,972 $279K 0.01% +146 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 11,888 $277K 0.1% +314 13F-HR Timeline IronBridge Private Wealth, LLC More: the full row for IronBridge Private Wealth, LLC 11,870 $276K 0.09% 0 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 11,859 $276K 0.16% +2,027 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 11,846 $276K 0.02% 0 13F-HR Timeline Group Strategic Equity Management More: the full row for Strategic Equity Management 11,774 $274K 0.1% -641 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 11,637 $271K 0.01% -423 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 11,611 $270K 0.04% 0 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 11,459 $270K 0.12% 0 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 11,535 $269K 0.01% new 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 11,494 $268K 0.05% -653 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 11,479 $267K 0.05% -183 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 11,462 $267K 0.04% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 11,459 $267K 0.03% +9,576 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 11,454 $267K 0.09% 0 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 11,400 $265K 0.16% 0 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 11,395 $265K 0.06% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 11,372 $265K 0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 11,242 $262K 0.11% +110 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 11,210 $261K 0.01% new 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 11,193 $261K <0.01% -1,496 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 11,169 $260K 0.07% -8,196 13F-HR Timeline Journey Beyond Wealth, LLC More: the full row for Journey Beyond Wealth, LLC 11,159 $260K 0.21% +1,340 13F-HR Timeline Davies Financial Advisors, Inc. More: the full row for Davies Financial Advisors, Inc. 11,143 $259K 0.21% +339 13F-HR Timeline Marathon Strategic Advisors, LLC More: the full row for Marathon Strategic Advisors, LLC 11,105 $259K 0.21% -8,230 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 11,087 $258K 0.14% 0 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 11,047 $257K 0.02% 0 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 11,037 $257K 0.02% -10 13F-HR Timeline Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 10,986 $256K 0.17% -51 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 10,944 $255K 0.01% +1,180 13F-HR Timeline Group Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 10,920 $254K 0.12% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 10,908 $254K 0.04% 0 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 10,903 $254K 0.04% new 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 10,663 $253K 0.05% -124 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 11,452 $253K 0.11% 0 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 10,747 $252K 0.11% -589 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. 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More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 10,602 $247K 0.09% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 10,368 $246K 0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 10,551 $246K 0.02% -964 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 10,550 $246K 0.16% new 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 10,451 $243K 0.04% 0 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 10,426 $243K 0.01% new 13F-HR Timeline Security National Bank More: the full row for Security National Bank 10,399 $242K 0.04% 0 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 10,395 $242K 0.07% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 10,228 $242K 0.03% -2,390 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 10,386 $242K <0.01% 0 13F-HR Timeline Group Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 10,369 $241K 0.13% -835 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 10,361 $241K 0.05% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 10,348 $241K 0.01% new 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 10,286 $239K 0.01% -12,905 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 10,271 $239K 0.04% -617 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 10,264 $238K 0.07% 0 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 10,150 $236K 0.04% 0 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 10,133 $236K +139 Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 10,094 $235K 0.01% 0 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 10,072 $234K 0.04% +6,724 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 10,034 $234K 0.04% -2,620 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 10,000 $233K 0.06% 0 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 9,957 $232K 0.08% +33 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 9,909 $231K 0.01% -2,150 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 9,902 $231K 0.1% 0 13F-HR Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 9,862 $230K 0.19% 0 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 9,756 $227K 0.02% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 9,755 $227K <0.01% 0 13F-HR Timeline Group Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 9,740 $227K <0.01% -3,342 13F-HR Timeline Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 9,694 $226K 0.1% -200 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 9,644 $225K 0.03% new 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 9,634 $224K 0.09% 0 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 9,522 $224K 0.02% new 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 9,606 $224K 0.01% 0 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 9,594 $223K 0.12% 0 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 9,312 $222K 0.03% new 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 11,492 $221K 0.12% -3,000 13F-HR Timeline Raub Brock Capital Management LP More: the full row for Raub Brock Capital Management LP 9,466 $220K 0.05% 0 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 9,384 $218K 0.01% new 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 9,382 $218K 0.01% 0 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 9,300 $217K 0.1% new 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 9,288 $216K 0.03% -1,946 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 9,282 $216K <0.01% -316 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 9,237 $215K 0.05% -2,237 13F-HR Timeline Stephenson & Company, Inc. More: the full row for Stephenson & Company, Inc. 9,207 $214K 0.12% 0 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 3,289 $213K 0.16% -6,142 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 9,119 $212K 0.04% -23 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 9,106 $212K 0.03% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 9,087 $212K 0.04% 0 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 9,063 $211K 0.1% -1,736 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 9,033 $210K 0.1% new 13F-HR/A Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 9,028 $210K <0.01% new 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 8,999 $209K 0.02% -115 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 8,968 $209K 0.02% -214 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 8,966 $209K 0.05% new 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 8,714 $209K 0.04% new 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 8,926 $208K 0.03% new 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 8,900 $207K 0.02% new 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 8,856 $206K 0.02% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 8,810 $205K 0.07% -340 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 8,783 $204K 0.27% new 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 8,772 $204K 0.05% new 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 8,760 $204K 0.06% new 13F-HR Timeline DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 8,759 $204K 0.15% new 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 8,741 $203K 0.06% new 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 8,730 $203K 0.16% 0 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 8,722 $203K 0.01% new 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 8,666 $202K 0.07% new 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 8,626 $201K 0.07% new 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 8,597 $200K 0.02% new 13F-HR Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 8,593 $200K 0.15% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 8,502 $198K 0.03% 0 13F-HR Timeline Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 8,482 $197K 0.09% 0 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 8,221 $191K 0.06% +1 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 7,084 $165K 0.01% -1,114 13F-HR Timeline Group Quantum Capital Management, LLC / NJ More: the full row for Quantum Capital Management, LLC / NJ 7,010 $163K 0.02% +115 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 6,864 $160K 0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 6,717 $156K 0.02% 0 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 6,559 $153K 0.05% 0 13F-HR Timeline