High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 10,701 $7.99M 1.7% -155 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 10,685 $7.98M 1.84% -658 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 10,682 $7.98M 5.06% +245 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 10,653 $7.96M 1.19% -4 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 10,650 $7.95M 1.21% +791 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 10,618 $7.93M 0.24% +63 13F-HR Timeline Group Founders Capital Management More: the full row for Founders Capital Management 10,604 $7.92M 3.43% +123 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 10,591 $7.91M 0.17% -1,183 13F-HR Timeline Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 10,577 $7.9M 6.21% -347 13F-HR Timeline Drexel Morgan & Co. More: the full row for Drexel Morgan & Co. 10,561 $7.89M 1.1% 0 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 10,547 $7.88M 2.69% -1,445 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 10,526 $7.86M 0.31% +6,933 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 10,517 $7.86M 1.97% +410 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 10,478 $7.84M 0.4% +3,308 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 10,503 $7.84M 4.79% +30 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 10,470 $7.82M 0.63% +584 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 10,415 $7.78M 0.32% -1,074 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 10,409 $7.77M 2.38% -87 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 10,385 $7.76M 0.1% -1,524 13F-HR Timeline Group Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 10,370 $7.74M 0.99% +3,288 13F-HR Timeline LCW Services, LLC More: the full row for LCW Services, LLC 10,358 $7.74M 3.37% -427 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 10,321 $7.73M 1.61% -17 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 10,341 $7.72M 0.92% +869 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 10,308 $7.7M 0.36% +71 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 10,302 $7.69M 0.47% -143 13F-HR Timeline JGP Global Gestao de Recursos Ltda. More: the full row for JGP Global Gestao de Recursos Ltda. 10,290 $7.68M 17.16% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 10,286 $7.68M 0.48% -85 13F-HR Timeline Chicago Wealth Management, Inc. More: the full row for Chicago Wealth Management, Inc. 10,284 $7.68M 2.72% +742 13F-HR Timeline TL Private Wealth More: the full row for TL Private Wealth 10,263 $7.67M 2.81% -236 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 10,257 $7.66M 1.13% -145 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 10,228 $7.64M 1.53% +11 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 10,223 $7.63M 1.19% -247 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 10,212 $7.63M 3.59% -2 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 10,202 $7.62M 0.49% -629 13F-HR Timeline Forty-three Eighteen Advisors, LLC More: the full row for Forty-three Eighteen Advisors, LLC 10,192 $7.61M 5.12% -15 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 10,173 $7.6M 1.59% -1,676 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 10,145 $7.58M 0.98% +1,400 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 10,121 $7.56M 2.48% +3,452 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 10,117 $7.56M 3.88% +144 13F-HR Timeline Timbuktu Capital Management, LLC More: the full row for Timbuktu Capital Management, LLC 10,115 $7.55M 11.36% 13F-HR Timeline OakTrust Wealth Advisors, LLC More: the full row for OakTrust Wealth Advisors, LLC 10,115 $7.55M 6.51% +184 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 10,084 $7.53M 1.27% -264 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 10,075 $7.52M 0.98% -46 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 10,069 $7.52M 1.12% -92 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 10,054 $7.51M 0.11% +2,011 13F-HR Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 10,076 $7.49M 2.94% -2,199 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 10,011 $7.48M 0.68% +200 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 10,009 $7.47M 0.95% +579 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 10,008 $7.47M 2.92% +216 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 9,968 $7.44M 1.23% +1,163 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 9,967 $7.44M 0.24% -56 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 9,964 $7.44M 2.08% +646 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 9,946 $7.43M 2.54% +58 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 9,931 $7.42M 0.76% -146 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 9,928 $7.41M 0.26% -933 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 9,866 $7.37M 0.53% +5,208 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 9,819 $7.33M 1.23% -105 13F-HR Timeline Stone Wealth Partners More: the full row for Stone Wealth Partners 9,790 $7.33M 5.36% -300 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 9,791 $7.31M 2.47% -192 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 9,772 $7.3M 3.96% -387 13F-HR Timeline Cedrus Wealth Group LLC More: the full row for Cedrus Wealth Group LLC 9,764 $7.29M 6.37% -12,172 13F-HR Timeline Legacy Wealth Management, LLC More: the full row for Legacy Wealth Management, LLC 9,742 $7.28M 0.38% +28 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 9,740 $7.27M 3.18% -24 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 9,735 $7.27M 0.38% +105 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 9,731 $7.27M 2.19% -312 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 9,731 $7.27M 2.9% +721 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 9,725 $7.26M 0.58% +25 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 9,722 $7.26M 0.84% -388 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 9,677 $7.23M 2.29% +294 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 9,660 $7.21M 0.96% -46,128 13F-HR/A Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 9,637 $7.2M 0.48% +4 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 9,611 $7.18M 1.7% +275 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 9,588 $7.16M 0.83% +2,642 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 9,256 $7.16M 2.47% +1,118 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 9,578 $7.15M 0.42% +5,001 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 9,566 $7.14M 2.29% +2,421 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 9,561 $7.14M 0.64% -359 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 9,495 $7.09M 2.88% -6 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 9,455 $7.06M 0.02% -379 13F-HR Timeline FOGEL CAPITAL MANAGEMENT, INC. More: the full row for FOGEL CAPITAL MANAGEMENT, INC. 9,453 $7.06M 2.84% +413 13F-HR Timeline Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 9,437 $7.05M 5.12% -134 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 9,435 $7.05M 0.26% -194 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 9,433 $7.04M 1.55% +11 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 9,430 $7.04M 0.75% +51 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 9,315 $7.03M 4.15% -70 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 9,408 $7.03M 1.38% +148 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 9,409 $7.03M -1,535 Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 9,407 $7.02M 3.3% -2,467 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 9,380 $7M 0.55% -1,610 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 9,368 $7M 0.87% +25 13F-HR/A Timeline Solano Wealth Investment Advisors LLC More: the full row for Solano Wealth Investment Advisors LLC 9,367 $6.99M 3.18% -25 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 9,344 $6.98M 0.73% -1,564 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 9,341 $6.98M 2.14% +79 13F-HR Timeline CAMELOT TECHNOLOGY ADVISORS, INC. More: the full row for CAMELOT TECHNOLOGY ADVISORS, INC. 9,326 $6.96M 4.75% -2,100 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 9,300 $6.94M 0.63% +6,541 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 9,286 $6.93M 2.22% +194 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 9,285 $6.93M 3.57% -13 13F-HR Timeline NDWM LLC More: the full row for NDWM LLC 9,264 $6.92M 4.06% -1,854 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 9,263 $6.92M 4% -249 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 9,232 $6.89M 0.9% +441 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 9,229 $6.89M 0.6% -25 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 9,158 $6.83M 2.44% +1,679 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 9,135 $6.82M 4.58% -242 13F-HR Timeline BITTERROOT CAPITAL ADVISORS LLC More: the full row for BITTERROOT CAPITAL ADVISORS LLC 9,134 $6.82M 4.11% +234 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 9,122 $6.81M 0.72% -1,158 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 9,072 $6.77M 0.61% +193 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 9,060 $6.77M 0.56% -21 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 9,036 $6.77M 0.55% -114 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 9,058 $6.76M 0.45% +3 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 9,029 $6.75M +3,220 Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 9,042 $6.75M 0.46% +61 13F-HR Timeline Group Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 9,042 $6.75M 3.32% -240 13F-HR Timeline Q3 Asset Management More: the full row for Q3 Asset Management 9,037 $6.75M 1.24% +1,346 13F-HR Timeline Maloon Powers Pitre Higgins & Dennehy, … More: the full row for Maloon Powers Pitre Higgins & Dennehy, LLC 9,032 $6.74M 2.32% 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 9,029 $6.74M 3.15% -311 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 9,025 $6.74M 0.64% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 8,989 $6.73M 0.97% -174 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 8,976 $6.72M 3.89% +197 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 8,968 $6.7M 2.47% -89 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 8,951 $6.68M 0.07% -4,039 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 8,939 $6.68M 0.26% -121 13F-HR/A Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 8,922 $6.66M 0.1% -3,000 13F-HR Timeline Storen Legacy Partners, LLC More: the full row for Storen Legacy Partners, LLC 8,912 $6.66M 1.81% +60 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 8,922 $6.65M 1.31% +276 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 8,888 $6.64M 2.27% +50 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 8,886 $6.64M 0.76% -215 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 8,862 $6.62M 1.59% -2,982 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 8,843 $6.6M 1.09% +77 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 8,826 $6.59M 2.02% +14 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 8,808 $6.58M 2.47% -22 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 8,794 $6.57M 0.57% -31 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 8,790 $6.56M 1.59% +47 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 8,787 $6.56M 1.77% -733 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 8,748 $6.53M 0.56% -280 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 8,743 $6.53M 0.4% +876 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 8,742 $6.53M 0.68% +1 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 8,688 $6.49M 0.59% +267 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 8,681 $6.48M 2.12% +452 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 8,676 $6.48M 1.66% +992 13F-HR Timeline Curry Webb Wealth Management LLC More: the full row for Curry Webb Wealth Management LLC 8,650 $6.46M 2.68% -830 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 8,632 $6.45M 2.19% -22 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 8,619 $6.44M 0.66% -340 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 8,614 $6.43M 1.11% +444 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 8,586 $6.41M 0.39% -372 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 8,579 $6.41M 1.34% -40 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 8,569 $6.4M 2.34% +19 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 8,552 $6.39M 0.99% -11 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 8,548 $6.38M 0.56% +2,670 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 8,508 $6.35M 1.7% +439 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 8,502 $6.35M 0.37% +195 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 9,754 $6.34M 1.4% 0 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 8,479 $6.33M 1.81% +159 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 8,466 $6.32M 1.64% -15 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 8,466 $6.32M 0.3% -1,127 13F-HR Timeline STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 8,462 $6.32M 4.61% -259 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 8,443 $6.3M 0.61% +425 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 8,437 $6.3M 0.89% -304 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 8,418 $6.29M 0.7% +1,807 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 8,405 $6.28M 1.3% +454 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 8,396 $6.27M 0.46% +335 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 8,375 $6.25M 0.93% -34 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 8,370 $6.25M 2.84% +1 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 8,330 $6.24M 1.67% -165 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 8,342 $6.23M 1.59% -11 13F-HR Timeline Leverty Financial Group, LLC More: the full row for Leverty Financial Group, LLC 8,340 $6.23M 1.21% -142 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 8,326 $6.22M 0.23% +121 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 8,319 $6.22M 1.55% +289 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 8,322 $6.21M 1.59% -310 13F-HR Timeline Trust Co More: the full row for Trust Co 8,320 $6.21M 0.56% +469 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 8,316 $6.21M 1.67% -163 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 8,308 $6.2M 0.24% -404 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 8,291 $6.19M 2.51% +2 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 8,279 $6.18M 0.06% -18,901 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 8,259 $6.17M 1.69% 0 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 8,257 $6.17M 0.55% -175 13F-HR Timeline Waycross Investment Management Co More: the full row for Waycross Investment Management Co 8,247 $6.16M 4.69% +2,406 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 8,207 $6.13M 1.6% +5,060 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 8,204 $6.13M 2.77% +15 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 8,173 $6.1M 1.48% +392 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 8,167 $6.1M 0.34% +164 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 8,158 $6.09M 0.82% -1,435 13F-HR Timeline Tilson Financial Group, Inc. 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