Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 3,477 $401K 0.01% -48 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 3,463 $399K 0.05% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 3,462 $399K 0.01% +513 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 3,456 $399K 0.01% +1 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 3,443 $397K 0.03% +227 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 3,688 $395K 0.02% +285 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 3,414 $394K 0.04% -14,263 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 3,412 $394K 0.3% +357 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 3,400 $392K 0.15% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 3,397 $392K 0.02% -495 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 3,400 $391K 0.06% +900 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 3,385 $390K 0.2% +359 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 3,371 $388K 0.06% -37 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 3,365 $388K 0.03% -100 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 3,357 $387K 0.04% -234 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 3,348 $386K 0.05% -149 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 3,315 $382K 0.01% +225 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 3,313 $382K 0.16% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 3,300 $381K 0.06% +3,000 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 3,290 $380K 0.08% 0 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 3,286 $379K 0.13% +172 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 3,277 $378K 0.03% +10 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 3,273 $378K 0.14% 0 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 3,267 $377K 0.01% -1,207 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 3,262 $376K 0.16% -73 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 3,253 $375K <0.01% +206 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 3,251 $375K 0.13% 0 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 3,230 $373K 0.22% -3,783 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,222 $372K 0.01% -775 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 3,210 $370K 0.05% 0 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 3,195 $369K 0.17% -283 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 3,175 $366K 0.05% -528 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 3,172 $366K 0.01% +34 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 3,160 $365K 0.07% +30 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 3,034 $364K 0.02% +64 13F-HR/A Timeline Family Manage LLC More: the full row for Family Manage LLC 3,130 $361K 0.05% +605 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 3,127 $361K 0.19% -12 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 3,125 $360K 0.05% 0 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 3,132 $360K 0.01% +501 13F-HR/A Timeline SPROTT INC. More: the full row for SPROTT INC. 3,080 $359K 0.02% -101 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 3,108 $359K 0.05% new 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 3,100 $358K 0.18% -82 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 3,099 $357K 0.2% -1,041 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 3,098 $357K 0.01% +716 13F-HR Timeline Group RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 3,097 $357K 0.07% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 3,096 $357K 0.05% -173 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 3,092 $357K 0.03% -5 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 3,066 $354K 0.02% -2,503 13F-HR Timeline Group Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 3,060 $353K 0.03% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,050 $352K 0.03% -449 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 3,030 $350K 0.13% 0 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 3,020 $348K 0.15% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 3,016 $348K 0.03% +1,831 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 3,010 $347K 0.04% -332 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 3,008 $347K 0.15% -200 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 3,006 $347K 0.01% -134 13F-HR Timeline Group MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 3,000 $346K 0.13% 0 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 3,000 $346K 0.11% -2 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 3,000 $346K 0.13% 0 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 2,891 $343K 0.03% new 13F-HR Timeline Group RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 2,970 $343K 0.02% new 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 2,919 $337K 0.01% -807 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 2,904 $335K 0.11% -26 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 2,880 $332K <0.01% 0 13F-HR Timeline Group Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 2,880 $332K 0.04% -679 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 2,880 $332K 0.02% new 13F-HR Timeline Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 2,858 $330K 0.27% 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 2,850 $329K 0.04% 0 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 2,843 $328K 0.01% -4,241 13F-HR Timeline Group Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 2,842 $328K 0.1% -5,727 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 2,833 $327K 0.08% -2,078 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 2,825 $326K 0.18% 0 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 2,892 $325K 0.03% +327 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 2,820 $325K 0.16% new 13F-HR Timeline Group Anderson Financial Strategies, LLC More: the full row for Anderson Financial Strategies, LLC 2,798 $323K 0.21% 0 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 2,800 $323K 0.17% +650 13F-HR Timeline Group MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 2,799 $323K 0.08% +10 13F-HR Timeline Seros Financial, LLC More: the full row for Seros Financial, LLC 2,781 $321K 0.2% +500 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 2,773 $320K 0.24% new 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 3,350 $320K 0.05% 0 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 2,772 $320K 0.15% -47 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2,768 $319K 0.01% +99 13F-HR Timeline Group Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 2,762 $319K 0.03% -10 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,759 $318K <0.01% +380 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 2,758 $318K 0.01% new 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 2,777 $317K 0.06% +534 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 2,750 $317K 0.26% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 2,745 $317K 0.07% new 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 2,743 $316K 0.06% -16,819 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 2,730 $315K 0.02% +5 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 2,725 $314K 0.01% 0 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 2,721 $314K 0.04% new 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 2,713 $313K 0.07% 0 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 2,514 $313K 0.09% new 13F-HR Timeline Vishria Bird Financial Group, LLC More: the full row for Vishria Bird Financial Group, LLC 2,710 $313K 0.1% 0 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 2,699 $311K 0.04% +4 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,698 $311K 0.04% +406 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,678 $309K <0.01% +389 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 2,668 $308K 0.02% +41 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 2,662 $307K 0.1% -280 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 2,658 $307K 0.1% +556 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,656 $306K 0.02% +415 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 2,650 $306K 0.2% 0 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 2,681 $305K 0.02% -271 13F-HR Timeline Group Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 2,642 $305K 0.02% +195 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,631 $303K 0.01% +274 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 2,626 $303K 0.19% +37 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 2,600 $300K 0.02% +335 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 2,595 $299K 0.22% +95 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 2,588 $299K 0.06% +12 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 2,574 $297K 0.02% +334 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 2,539 $293K 0.04% -24 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 2,503 $289K 0.09% 0 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 2,500 $288K 0.02% 0 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 2,523 $288K 0.02% -317 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 2,492 $287K <0.01% new 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 2,488 $287K 0.01% +12 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 2,533 $285K 0.05% +270 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 2,478 $285K 0.03% new 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 2,460 $284K 0.13% +35 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 2,457 $283K 0.07% +13 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,454 $283K 0.01% +1,550 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 2,452 $283K 0.02% +58 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2,450 $283K <0.01% -951 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 2,440 $281K 0.1% 0 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 2,436 $281K 0.02% +55 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,435 $281K 0.01% +36 13F-HR Timeline Group Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 2,420 $279K 0.24% -10 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 2,412 $278K 0.07% 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 2,409 $278K 0.01% +49 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 2,407 $278K 0.04% -49 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 2,405 $277K 0.04% +27 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 2,402 $277K 0.02% -151 13F-HR/A Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,394 $276K 0.01% -117 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 2,388 $275K 0.07% new 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,371 $273K 0.06% +112 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 2,369 $273K 0.02% -236 13F-HR Timeline Group Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 2,365 $273K 0.24% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 2,350 $271K 0.01% new 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 2,347 $271K 0.02% 0 13F-HR Timeline Davies Financial Advisors, Inc. More: the full row for Davies Financial Advisors, Inc. 2,343 $270K 0.21% 0 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 2,340 $270K 0.02% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,337 $270K 0.01% 0 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 2,334 $269K 0.08% +26 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 2,327 $268K 0.19% new 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 2,320 $268K 0.09% 0 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 2,312 $267K 0.05% -32 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 2,305 $266K 0.1% 0 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 2,300 $265K 0.08% -71 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 2,300 $265K 0.07% 0 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 2,294 $265K 0.02% -111 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,288 $264K <0.01% -21 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 2,481 $264K 0.18% -74 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 1,750 $263K 0.18% new 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 2,281 $263K 0.01% -952 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 2,270 $262K 0.04% 0 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 2,261 $261K 0.06% new 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 2,256 $260K 0.02% +119 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 2,255 $260K 0.04% new 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 2,245 $259K 0.31% new 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 2,241 $258K 0.14% -4 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 2,234 $258K 0.03% +17 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 2,230 $257K 0.05% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 2,223 $256K 0.01% +10 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 2,218 $256K 0.02% -18,700 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 2,218 $256K 0.24% new 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 2,210 $255K 0.08% 0 13F-HR Timeline EMERALD MUTUAL FUND ADVISERS TRUST in group EMERALD ADVISERS, LLC More: the full row for EMERALD MUTUAL FUND ADVISERS TRUST 2,206 $254K 0.02% new 13F-HR Timeline Group SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 2,201 $254K 0.02% new 13F-HR Timeline Group First Affirmative Financial Network More: the full row for First Affirmative Financial Network 2,200 $254K 0.13% -263 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 2,200 $254K 0.11% +100 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,200 $254K 0.01% new 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 2,189 $253K 0.17% +68 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 2,189 $253K 0.07% +170 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,179 $251K 0.01% +480 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 2,176 $251K 0.01% new 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 2,160 $249K 0.13% new 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 2,150 $248K 0.02% 0 13F-HR Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 1,758 $248K 0.02% new 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 2,145 $247K 0.03% 0 13F-HR/A Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 2,144 $247K 0.02% 0 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 2,130 $246K 0.01% 0 13F-HR Timeline Group BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 2,125 $245K 0.19% -200 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 2,120 $245K 0.04% -30 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 2,120 $245K 0.01% -426 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,119 $244K 0.01% -80 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 2,112 $244K 0.08% -286 13F-HR/A Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 2,100 $242K 0.05% -41 13F-HR Timeline Group Davidson Kahn Capital Management, LLC More: the full row for Davidson Kahn Capital Management, LLC 2,100 $242K 0.16% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 2,099 $242K 0.05% +159 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 2,092 $241K 0.01% -159 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 2,096 $240K 0.01% -677 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 2,075 $239K 0.13% new 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 2,075 $239K 0.01% new 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 1,914 $239K 0.06% +180 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 2,069 $239K 0.01% new 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 2,069 $239K 0.09% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,054 $237K 0.14% 0 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 2,053 $237K 0.05% new 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 2,047 $236K 0.12% new 13F-HR Timeline