Cercano Management LLC More: the full row for Cercano Management LLC 3,048 $1.37M 0.05% 0 13F-HR Timeline Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 3,046 $1.37M 1.44% 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 3,038 $1.37M 0.45% +601 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 3,034 $1.36M 0.06% -115 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 3,033 $1.36M 0.21% +194 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 3,030 $1.36M 0.18% +565 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 3,029 $1.36M 0.75% +90 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 3,165 $1.36M 0.17% +1,043 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 3,025 $1.36M 0.11% +1,733 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 3,020 $1.36M 1.17% 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 3,016 $1.36M 0.64% +519 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 3,009 $1.35M 0.85% 0 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 3,006 $1.35M 0.37% -1,699 13F-HR Timeline Essex LLC More: the full row for Essex LLC 3,006 $1.35M 0.24% +15 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 3,001 $1.35M 1% +12 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 3,001 $1.35M 0.3% 0 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 3,000 $1.35M 0.12% -111 13F-HR Timeline Centerstone Investors, LLC More: the full row for Centerstone Investors, LLC 3,000 $1.35M 4.24% 0 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 2,999 $1.35M 0.51% -442 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 2,995 $1.35M 0.34% +413 13F-HR Timeline Richard Young Associates, Ltd. More: the full row for Richard Young Associates, Ltd. 2,993 $1.35M 1.05% 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 3,135 $1.34M 0.4% -155 13F-HR Timeline STANSBERRY ASSET MANAGEMENT, LLC More: the full row for STANSBERRY ASSET MANAGEMENT, LLC 2,982 $1.34M 0.14% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,978 $1.34M 0.06% -68 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 2,978 $1.34M 0.01% +18 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 2,973 $1.34M 0.21% +1,193 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 2,967 $1.33M 0.4% +166 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 2,965 $1.33M 0.48% -77 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 2,961 $1.33M 0.35% +20 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 2,959 $1.33M 0.21% -326 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 2,958 $1.33M 0.73% -92 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 2,955 $1.33M 0.31% -266 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 2,953 $1.33M 0.4% -22 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 3,268 $1.33M 0.33% +298 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 2,950 $1.33M 0.14% -104 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 2,943 $1.32M 0.58% -652 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 2,939 $1.32M 0.16% -1,617 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 2,939 $1.32M 1.14% +276 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 2,935 $1.32M 0.32% +799 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 2,931 $1.32M 1.04% 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 2,887 $1.32M 0.14% +6 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 2,929 $1.32M 0.77% 0 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 2,922 $1.31M 0.3% -108 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 2,912 $1.31M 0.6% +327 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 2,908 $1.31M 0.18% +278 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 2,906 $1.31M 0.18% -225 13F-HR Timeline Worthington Financial Partners, LLC More: the full row for Worthington Financial Partners, LLC 2,903 $1.31M 1.16% 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 2,901 $1.3M 0.14% +289 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 2,897 $1.3M 0.33% -580 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,883 $1.3M 0.12% -57 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 2,895 $1.3M 1.17% 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 2,891 $1.3M 0.22% -21 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 2,891 $1.3M 0.8% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 2,881 $1.3M 0.53% +3 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 2,874 $1.29M 0.47% -2,976 13F-HR Timeline AMICA MUTUAL INSURANCE CO More: the full row for AMICA MUTUAL INSURANCE CO 2,873 $1.29M 0.11% 0 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 2,870 $1.29M 0.05% +31 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 2,870 $1.29M 0.06% 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 2,870 $1.29M 0.34% +403 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 2,869 $1.29M 0.51% +661 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 2,865 $1.29M 0.1% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 2,860 $1.29M 0.1% -107 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 2,855 $1.28M 0.46% -92 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 2,852 $1.28M 0.23% +646 13F-HR Timeline Corvex Management LP More: the full row for Corvex Management LP 2,850 $1.28M 0.04% 0 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 2,844 $1.28M 0.08% -69 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 2,844 $1.28M 0.82% -22 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 2,844 $1.28M 0.92% +30 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 2,839 $1.28M 0.12% -330 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 2,838 $1.28M 0.64% +532 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 2,836 $1.28M 0.13% new 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 2,836 $1.28M 0.17% +5 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 2,836 $1.28M 0.38% -105 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 2,835 $1.27M 0.49% +53 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 2,835 $1.27M 0.67% +867 13F-HR Timeline Inspire Investing, LLC group of 2 filers holding More: the full row for Inspire Investing, LLC 2,833 $1.27M -51 Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 2,829 $1.27M 0.16% +126 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 2,819 $1.27M 0.37% -31 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 2,818 $1.27M 0.64% +206 13F-HR Timeline Group ROGCO, LP More: the full row for ROGCO, LP 2,817 $1.27M 0.42% -195 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 2,815 $1.27M 0.3% -1,842 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,811 $1.26M 0.08% -225 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 2,808 $1.26M 0.05% -913 13F-HR Timeline Group Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 2,807 $1.26M 1.01% -6 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 2,806 $1.26M 0.44% +1,911 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 2,806 $1.26M 0.07% -92 13F-HR Timeline Passumpsic Savings Bank More: the full row for Passumpsic Savings Bank 2,804 $1.26M 0.69% 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 2,802 $1.26M 0.97% -343 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 2,801 $1.26M 0.03% -2 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 2,800 $1.26M 0.69% -116 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 2,799 $1.26M 0.68% +1,577 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 2,795 $1.26M 0.84% +2,292 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 2,791 $1.26M 0.37% 0 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 2,790 $1.25M 0.99% -19 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 2,786 $1.25M 1.28% -2 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 2,783 $1.25M 0.17% -4 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 2,783 $1.25M 0.56% 0 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 0 $1.25M 0.76% 13F-HR Timeline Amount filed as zero, left out of ratios. RB Capital Management, LLC More: the full row for RB Capital Management, LLC 2,778 $1.25M 0.25% +129 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 2,778 $1.25M 0.23% -205 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 2,776 $1.25M 0.98% -52 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 2,768 $1.24M 0.12% +1,325 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 2,759 $1.24M 0.08% -105 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 2,757 $1.24M 0.17% 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 2,757 $1.24M 0.35% +4 13F-HR Timeline PPS&V ASSET MANAGEMENT CONSULTANTS, INC. More: the full row for PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 2,754 $1.24M 0.72% -9 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 2,747 $1.24M 0.4% -12 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 2,743 $1.23M 0.67% -78 13F-HR Timeline DKM Wealth Management, Inc. More: the full row for DKM Wealth Management, Inc. 2,742 $1.23M 0.92% -13 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 2,738 $1.23M 0.15% +32 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 2,736 $1.23M 0.16% +605 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 2,725 $1.23M 0.82% -438 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,718 $1.22M 0.05% +92 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 2,717 $1.22M 1.14% 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 2,715 $1.22M 0.17% +27 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 2,715 $1.22M 0.58% -1,149 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 2,712 $1.22M 0.14% +3 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 2,711 $1.22M 0.81% +1,742 13F-HR Timeline Chaney Capital Management, Inc. More: the full row for Chaney Capital Management, Inc. 2,710 $1.22M 0.42% +70 13F-HR Timeline Chicago Wealth Management, Inc. More: the full row for Chicago Wealth Management, Inc. 2,705 $1.22M 0.49% 0 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 2,696 $1.21M 0.08% +250 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 2,694 $1.21M 0.57% -539 13F-HR Timeline Group Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 2,694 $1.21M 1.25% +1,429 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 2,692 $1.21M 0.32% -424 13F-HR Timeline Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 2,690 $1.21M 0.46% -18 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 2,690 $1.21M 0.12% 0 13F-HR Timeline PeakShares LLC More: the full row for PeakShares LLC 2,690 $1.21M 1.18% 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 2,688 $1.21M 0.53% +4 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 2,688 $1.21M 0.7% -101 13F-HR Timeline Braeburn Wealth Management LLC More: the full row for Braeburn Wealth Management LLC 2,686 $1.21M 0.62% 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 2,682 $1.21M 0.51% 0 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 2,670 $1.2M 0.06% +111 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 2,668 $1.2M 0.07% new 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 2,661 $1.2M 0.25% +199 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 2,654 $1.19M 0.1% -292 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 2,649 $1.19M 0.79% -29 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 2,646 $1.19M 0.01% 0 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 2,646 $1.19M 0.23% +74 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 2,643 $1.19M 0.28% +219 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,641 $1.19M 0.03% +39 13F-HR/A Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 2,637 $1.19M 0.13% +866 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 2,635 $1.19M 0.24% +996 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 2,635 $1.19M 0.31% +75 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 2,633 $1.18M 0.8% -102 13F-HR Timeline FULCRUM WEALTH ADVISORS, LLC More: the full row for FULCRUM WEALTH ADVISORS, LLC 2,632 $1.18M 0.97% 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 2,628 $1.18M 0.35% 0 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 2,626 $1.18M 0.23% -1,346 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,428 $1.18M 0.08% -3 13F-HR Timeline Group Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 2,620 $1.18M 0.06% -444 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 2,620 $1.18M 0.57% +1,174 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 2,614 $1.18M 0.23% -17 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 2,613 $1.18M 1.02% -335 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 2,607 $1.17M 0.43% +162 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 2,605 $1.17M 0.86% +262 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 2,603 $1.17M 0.4% -100 13F-HR Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 2,603 $1.17M 0.57% +99 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 2,600 $1.17M 0.16% +182 13F-HR Timeline FIFTH LANE CAPITAL, LP More: the full row for FIFTH LANE CAPITAL, LP 2,600 $1.17M 1.38% +1,600 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 2,599 $1.17M 0.72% +66 13F-HR Timeline Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 2,596 $1.17M 0.57% 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 2,590 $1.16M 0.07% +1,391 13F-HR Timeline Group MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 2,589 $1.16M 0.53% -31 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 2,590 $1.16M 0.31% +55 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 2,583 $1.16M 0.07% +4 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 2,576 $1.16M 0.13% +1,002 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 2,575 $1.16M 0.05% +360 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 2,571 $1.16M 0.12% -297 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 2,569 $1.16M 0.39% +403 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 2,568 $1.15M 1.15% 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 2,806 $1.15M 0.84% -100 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 2,563 $1.15M 0.22% +762 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 2,562 $1.15M 0.19% +176 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 2,562 $1.15M 0.16% +434 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 2,560 $1.15M 0.15% +137 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 2,835 $1.15M 0.14% -36 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 2,558 $1.15M 0.22% -62 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 2,574 $1.15M 0.26% -57 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 2,557 $1.15M 0.61% +9 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2,664 $1.15M 0.18% +2,551 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 2,555 $1.15M 0.51% +8 13F-HR Timeline Prosperity Advisers, LLC More: the full row for Prosperity Advisers, LLC 2,552 $1.15M 0.95% 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 2,550 $1.15M 0.56% +820 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 2,542 $1.14M 0.08% -25 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 2,537 $1.14M 0.09% +338 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 2,537 $1.14M 0.04% +40 13F-HR Timeline OMC Financial Services LTD More: the full row for OMC Financial Services LTD 2,536 $1.14M 0.43% -200 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 2,533 $1.14M 0.44% +568 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 2,531 $1.14M 0.5% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,531 $1.14M 0.36% -265 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 2,527 $1.14M 0.28% +1,175 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 2,526 $1.14M 0.51% -138 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 2,525 $1.14M 0.2% +661 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 2,521 $1.13M 0.13% -145 13F-HR Timeline Group STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 2,519 $1.13M 0.53% 0 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 2,512 $1.13M 0.13% -10 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 2,509 $1.13M 0.23% -53 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 2,504 $1.13M 1.08% +1,100 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 2,504 $1.13M 0.81% -1,186 13F-HR Timeline CHECK CAPITAL MANAGEMENT INC/CA More: the full row for CHECK CAPITAL MANAGEMENT INC/CA 2,500 $1.12M 0.07% +50 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 2,499 $1.12M 0.22% +398 13F-HR Timeline