American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1,143 $21.2K 0.01% +660 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 484 $19.9K <0.01% new 13F-HR Timeline Group Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 986 $18.2K <0.01% +555 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 978 $18.1K 0.01% +489 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 929 $17.2K 0.01% +475 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 919 $17K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. 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More: the full row for North Ridge Wealth Advisors, Inc. 616 $11.4K 0.01% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 618 $11K <0.01% +309 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 574 $10.6K 0.01% +287 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 562 $10.4K <0.01% new 13F-HR Timeline Group INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 532 $9.84K 0.02% 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 506 $9.36K <0.01% +253 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 528 $9K <0.01% +264 13F-HR Timeline Westside Investment Management, Inc. 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Hasenberg, Inc 433 $8.01K <0.01% new 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 413 $7.63K <0.01% +211 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 412 $7.62K <0.01% +206 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 410 $7.58K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 402 $7.44K <0.01% +198 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 400 $7.4K <0.01% +200 13F-HR Timeline Group CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 400 $7.4K 0.01% 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 391 $7.24K <0.01% +199 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 390 $7.21K <0.01% +195 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 386 $7.13K <0.01% new 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 390 $7K <0.01% +195 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 377 $6.98K <0.01% +82 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 370 $6.84K <0.01% 13F-HR Timeline Bear Mountain Capital, Inc. 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More: the full row for MARYLAND CAPITAL ADVISORS INC. 268 $4.96K <0.01% +134 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 242 $4.48K <0.01% new 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 238 $4.39K <0.01% +122 13F-HR Timeline ATMOS ADVISORY, LLC More: the full row for ATMOS ADVISORY, LLC 226 $4.18K <0.01% +113 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 247 $4K <0.01% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 206 $3.81K <0.01% -203 13F-HR Timeline Group NBZ Investment Advisors LLC More: the full row for NBZ Investment Advisors LLC 206 $3.81K <0.01% 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 200 $3.7K <0.01% +100 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 174 $3.22K <0.01% +89 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 174 $3.22K <0.01% +87 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 166 $3.07K <0.01% +158 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 160 $2.96K <0.01% +80 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 138 $2.55K <0.01% +69 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 136 $2.52K <0.01% -844 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 119 $2.2K <0.01% +61 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 116 $2.15K <0.01% 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 92 $1.7K <0.01% +46 13F-HR Timeline Group Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 88 $1.63K <0.01% -1,973 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 74 $1.37K <0.01% +37 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 72 $1.33K <0.01% +36 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 72 $1.33K <0.01% new 13F-HR Timeline Group Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 72 $1.33K <0.01% 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 70 $1.29K <0.01% +35 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 66 $1.22K <0.01% +33 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 64 $1.18K <0.01% +32 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 61 $1.13K <0.01% 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 48 $888 <0.01% +24 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 22 $405 <0.01% -2,082 13F-HR Timeline Group Legend Financial Advisors, Inc. More: the full row for Legend Financial Advisors, Inc. 20 $370 <0.01% new 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 14 $259 <0.01% +7 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 10 $185 <0.01% 13F-HR Timeline NWK Group, Inc. More: the full row for NWK Group, Inc. 7 $130 <0.01% +5 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 6 $111 <0.01% new 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 1 $13 <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1 $11 <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 0 $0 0% 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Clark Wealth Partners More: the full row for Clark Wealth Partners 0 $0 0% 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.