Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 18,679 $449K 0.17% new 13F-HR/A Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 18,602 $447K 0.15% -380 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 18,543 $446K 0.09% +288 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 18,503 $445K 0.03% +672 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 18,465 $444K 0.06% +99 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 18,396 $442K <0.01% +102 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 18,390 $442K 0.11% 0 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 18,378 $442K 0.38% 0 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 18,304 $440K 0.15% new 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 18,260 $439K 0.07% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 18,244 $438K 0.12% +642 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 16,829 $437K 0.2% new 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 18,156 $436K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 16,932 $435K 0.07% +16,803 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 17,943 $434K 0.01% +4,797 13F-HR Timeline OPAL CAPITAL LLC More: the full row for OPAL CAPITAL LLC 16,425 $433K 0.11% 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 17,958 $432K 0.09% +1,914 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 17,948 $431K 0.05% +4 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 17,884 $430K 0.12% 0 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 17,770 $427K 0.01% +1,300 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 17,715 $426K 0.32% +438 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 17,592 $423K 0.12% +127 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 17,499 $421K 0.26% -10,552 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 17,437 $419K 0.12% +2,564 13F-HR Timeline Silver Oak Advisory Group, Inc. 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More: the full row for Colorado Capital Management, Inc. 17,243 $415K 0.16% +379 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 17,225 $414K 0.41% 0 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 17,206 $414K 0.03% +194 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 17,200 $413K 0.05% 0 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 17,182 $413K 0.03% +2,498 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 17,157 $412K 0.06% 0 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 17,112 $411K 0.25% -354 13F-HR Timeline Group Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 17,106 $411K 0.26% +473 13F-HR Timeline Blue Sky Capital Consultants Group, Inc. 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More: the full row for Mission Creek Capital Partners, Inc. 27,858 $397K 0.08% 0 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 16,456 $396K 0.08% new 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 16,349 $393K 0.03% +117 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 16,326 $392K 0.21% +1,024 13F-HR Timeline Stembrook Asset Management, LLC More: the full row for Stembrook Asset Management, LLC 16,286 $392K 0.37% 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 16,250 $391K 0.01% +5,040 13F-HR Timeline Group TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 16,155 $388K 0.01% +2,098 13F-HR Timeline Group REDW Wealth LLC More: the full row for REDW Wealth LLC 16,142 $388K 0.15% -4,825 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 16,113 $387K 0.02% 0 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 16,062 $386K 0.13% +3 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 15,982 $384K 0.29% 0 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 15,982 $384K 0.14% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 15,861 $381K 0.01% -2,805 13F-HR Timeline Group Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 15,859 $381K 0.02% 0 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 15,746 $379K 0.15% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 15,729 $378K 0.03% -7,819 13F-HR Timeline GuidedMoney, LLC More: the full row for GuidedMoney, LLC 15,704 $378K 0.2% 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 15,675 $377K 0.12% 0 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 15,674 $377K 0.05% +4,212 13F-HR Timeline Hurlow Wealth Management Group, Inc. 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Derek Lewis & Associates Inc. 15,397 $370K 0.09% 13F-HR Timeline American Trust More: the full row for American Trust 15,374 $370K 0.03% -14,741 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 15,332 $369K 0.14% -409 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 15,242 $366K 0.09% -2,621 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 15,238 $366K 0.02% -343 13F-HR Timeline Essex Bank in group Essex Financial Services, Inc. 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More: the full row for Disciplined Investors, L.L.C. 15,085 $363K 0.24% -404 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 15,074 $362K 0.03% -1,072 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 14,938 $359K 0.02% 0 13F-HR Timeline Cassilly Financial Group LLC More: the full row for Cassilly Financial Group LLC 14,938 $359K 0.32% 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 14,444 $359K 0.08% 0 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 14,931 $359K 0.07% new 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 14,901 $358K 0.11% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 14,837 $357K 0.14% +412 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 14,805 $356K 0.08% +323 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. 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More: the full row for Astoria Portfolio Advisors LLC. 12,966 $346K 0.08% +146 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 14,352 $345K 0.03% new 13F-HR/A Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 14,326 $344K 0.07% +394 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 14,321 $344K 0.07% 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 14,206 $342K 0.02% +90 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 13,419 $341K 0.05% +77 13F-HR Timeline FULCRUM WEALTH ADVISORS, LLC More: the full row for FULCRUM WEALTH ADVISORS, LLC 14,158 $340K 0.28% 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 14,040 $338K <0.01% -1,766 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 14,002 $337K 0.03% new 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 13,936 $335K 0.03% -1,362 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 13,927 $335K 0.23% +1,475 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 13,800 $332K 0.02% 0 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 13,745 $330K 0.04% +1,231 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 13,737 $330K 0.05% -1,047 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 13,706 $329K 0.03% -333 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 13,689 $329K 0.04% new 13F-HR Timeline STRATEGIC ADVISORY PARTNERS, LLC More: the full row for STRATEGIC ADVISORY PARTNERS, LLC 13,624 $328K 0.27% 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 13,616 $327K 0.01% +1,085 13F-HR Timeline Group Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 13,592 $327K 0.09% -3,103 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 13,584 $327K 0.06% +389 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 13,576 $326K 0.05% 0 13F-HR Timeline Group LATHROP INVESTMENT MANAGEMENT CO More: the full row for LATHROP INVESTMENT MANAGEMENT CO 13,468 $324K 0.06% +493 13F-HR Timeline Farnam Financial LLC More: the full row for Farnam Financial LLC 13,430 $323K 0.24% +415 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 13,416 $323K 0.02% 0 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 13,394 $322K 0.22% 0 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 13,367 $321K 0.36% +4,584 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 13,363 $321K 0.15% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 13,351 $321K 0.01% -1,756 13F-HR Timeline Shearwater Capital LLC More: the full row for Shearwater Capital LLC 13,328 $320K 0.18% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 13,313 $320K 0.04% 0 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 13,303 $320K 0.17% 0 13F-HR Timeline Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 13,221 $318K 0.12% +367 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 13,203 $317K 0.09% -291 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 13,174 $317K 0.09% +365 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 13,085 $315K 0.14% +15 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 13,014 $313K 0.09% +3,057 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 12,936 $311K 0.08% 0 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 12,858 $309K 0.04% +3,214 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 12,849 $309K 0.13% +9,527 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 12,718 $306K 0.11% 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 12,692 $305K 0.04% +115 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 12,660 $304K 0.05% 0 13F-HR Timeline Vernal Point Advisors, LLC More: the full row for Vernal Point Advisors, LLC 12,620 $303K 0.13% 0 13F-HR Timeline Directional Asset Management More: the full row for Directional Asset Management 12,600 $303K 0.27% 13F-HR Timeline Wealth Enhancement Trust Services, Inc. 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More: the full row for Waterfront Wealth Inc. 11,646 $297K 0.06% -722 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 12,349 $297K 0.09% new 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 12,339 $297K 0.1% +451 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 12,275 $295K 0.02% 0 13F-HR Timeline Odyssey Capital Advisors, Inc. 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More: the full row for Advance Capital Management, Inc. 11,854 $285K 0.01% +319 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 11,785 $283K 0.07% -399 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 11,611 $279K 0.04% 0 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 11,579 $278K 0.12% +120 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 11,850 $278K 0.1% +398 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 11,562 $277K 0.12% +815 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 Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 11,479 $276K 0.05% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 11,454 $275K 0.09% 0 13F-HR Timeline Aquire Wealth Advisors, LLC More: the full row for Aquire Wealth Advisors, LLC 11,413 $274K 0.07% new 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 11,400 $274K 0.17% 0 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 11,292 $273K <0.01% +2,010 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 11,361 $273K 0.02% +314 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 11,349 $273K 0.14% +262 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 11,318 $272K 0.02% new 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 11,265 $271K 0.01% new 13F-HR Timeline Journey Beyond Wealth, LLC More: the full row for Journey Beyond Wealth, LLC 11,259 $271K 0.22% +100 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 11,171 $269K 0.08% +2 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 11,161 $268K 0.04% -6,738 13F-HR Timeline Marathon Strategic Advisors, LLC More: the full row for Marathon Strategic Advisors, LLC 11,105 $267K 0.2% 0 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 11,038 $265K 0.01% -1,341 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 10,960 $263K 0.1% -3,216 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 10,908 $263K 0.09% -334 13F-HR Timeline Index Fund Advisors, Inc. 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