Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 14,051 $489K 0.01% +589 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 14,030 $488K 0.21% +957 13F-HR Timeline American Trust More: the full row for American Trust 13,998 $487K 0.04% +2,491 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 13,953 $486K 0.16% 0 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 13,929 $485K 0.03% -2,101 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 13,833 $482K 0.08% 0 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 13,805 $481K 0.16% +309 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 13,785 $480K 0.02% +10 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 13,736 $478K 0.08% -222 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 13,569 $472K 0.25% -62 13F-HR Timeline Strategic Wealth Partners, Ltd. 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More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 8,914 $310K 0.1% -156 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 8,910 $310K <0.01% 0 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 8,868 $309K 0.01% +1,422 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 8,862 $308K 0.06% 0 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 8,851 $308K 0.17% -1 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 8,804 $306K <0.01% -576 13F-HR Timeline Group Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 8,701 $303K 0.03% -636 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 8,659 $301K 0.08% -294 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 8,617 $300K 0.02% +754 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 8,595 $299K 0.03% new 13F-HR Timeline TCFG Investment Advisors, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG Investment Advisors, LLC 8,508 $296K 0.1% 0 13F-HR Timeline Group Matisse Capital More: the full row for Matisse Capital 8,503 $296K 0.12% 0 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 8,419 $293K 0.03% +38 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 8,348 $291K 0.02% -264 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 8,338 $290K 0.22% +37 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 8,275 $288K 0.02% 0 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 8,247 $287K 0.08% +32 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 8,227 $286K <0.01% -487 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 8,219 $286K 0.17% +1 13F-HR Timeline Essex LLC More: the full row for Essex LLC 8,179 $285K 0.04% +3 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 8,179 $285K 0.03% -37,160 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 8,161 $284K 0.01% +575 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 8,144 $283K 0.01% -1,041 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 8,140 $283K 0.1% -1,625 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 8,128 $283K 0.02% -291 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 8,127 $283K 0.01% +23 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 8,100 $282K 0.04% 0 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 8,096 $282K 0.06% 0 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 8,057 $280K 0.2% -5 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 8,008 $279K 0.23% +210 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 8,008 $279K 0.15% 0 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 7,966 $277K 0.07% -833 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 7,959 $277K 0.04% -940 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 7,956 $277K 0.08% -176 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 7,885 $274K 0.09% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 7,883 $274K 0.02% +5 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 7,875 $274K 0.02% -68 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 7,861 $274K <0.01% new 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 7,858 $274K 0.01% -276 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 7,836 $273K 0.02% 0 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 7,825 $272K <0.01% -660 13F-HR Timeline Group Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 7,792 $271K 0.02% +35 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 7,758 $270K <0.01% 0 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 7,727 $269K 0.01% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 7,725 $269K <0.01% +24 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 7,698 $268K 0.18% +22 13F-HR Timeline Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 7,688 $268K 0.1% -500 13F-HR Timeline William Howard & Co Financial Advisors … More: the full row for William Howard & Co Financial Advisors Inc 7,630 $266K 0.21% +35 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 7,600 $265K 0.05% 0 13F-HR Timeline SIGNAL TREE FINANCIAL PARTNERS LLC More: the full row for SIGNAL TREE FINANCIAL PARTNERS LLC 7,593 $264K 0.18% 0 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 7,540 $262K 0.01% -1,388 13F-HR Timeline 25 LLC More: the full row for 25 LLC 7,490 $261K 0.07% new 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 7,459 $260K 0.03% new 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 7,434 $259K <0.01% new 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 7,398 $258K 0.19% 0 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 7,389 $257K 0.26% 0 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 7,373 $257K 0.02% -1,873 13F-HR/A Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 7,366 $256K 0.14% -1,931 13F-HR Timeline Carolina Wealth Management Inc More: the full row for Carolina Wealth Management Inc 7,360 $256K 0.12% 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 7,338 $255K 0.08% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. 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