RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 5,043 $1.31M 0.32% -19 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 5,040 $1.31M 1.37% +250 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 5,036 $1.31M 0.02% -178 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 5,031 $1.3M 0.11% +911 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 7,415 $1.3M 0.21% 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 5,000 $1.3M 0.39% 0 13F-HR Timeline Nellore Capital Management LLC More: the full row for Nellore Capital Management LLC 5,000 $1.3M 0.18% new 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 4,977 $1.29M 0.25% +1,508 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 4,972 $1.29M 0.84% -640 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 4,972 $1.29M 0.23% -555 13F-HR Timeline Rezny Wealth Management, Inc. More: the full row for Rezny Wealth Management, Inc. 4,967 $1.29M 0.33% +706 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 4,963 $1.29M 0.52% -303 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 4,949 $1.28M 0.05% -568 13F-HR Timeline Group White Wing Wealth Management More: the full row for White Wing Wealth Management 5,301 $1.28M 1% -127 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 4,931 $1.28M 0.27% -340 13F-HR/A Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 4,674 $1.27M 0.68% +1,372 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 4,906 $1.27M 0.61% +60 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 4,893 $1.27M 0.5% +175 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 4,892 $1.27M 0.16% -3,485 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 4,890 $1.27M 0.76% +1,202 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 4,602 $1.27M 0.83% +153 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 4,884 $1.27M 0.26% +2,082 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 4,881 $1.26M 0.24% +4,279 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 4,875 $1.26M 0.07% -730 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 4,869 $1.26M 0.17% -379 13F-HR Timeline OMC Financial Services LTD More: the full row for OMC Financial Services LTD 4,861 $1.26M 0.57% -370 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 4,845 $1.26M 0.95% +52 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 4,841 $1.25M 0.78% +2,705 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 4,972 $1.25M 0.84% +1,960 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 4,835 $1.25M 0.44% +1,560 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 4,835 $1.25M 0.28% -231 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 4,830 $1.25M 0.21% -946 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 4,828 $1.25M 0.39% -234 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 4,810 $1.25M 0.18% -1,634 13F-HR Timeline Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 4,806 $1.25M 0.09% -420 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 4,800 $1.24M 0.25% +432 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 5,135 $1.24M 0.89% +852 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 4,779 $1.24M 0.19% +93 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 4,698 $1.24M 0.59% -66 13F-HR Timeline Capital Wealth Planning, LLC More: the full row for Capital Wealth Planning, LLC 4,777 $1.24M 0.01% +1,843 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 4,773 $1.24M 0.09% -415 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 4,761 $1.23M 0.09% +956 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 4,918 $1.23M 0.08% -434 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 4,756 $1.23M 0.38% +1,928 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 4,729 $1.23M 0.52% -288 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 4,721 $1.22M 0.62% +684 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 4,710 $1.22M 0.16% +18 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 4,710 $1.22M 0.13% -355 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 4,705 $1.22M 0.47% +1,422 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 4,679 $1.21M 0.26% -615 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 4,671 $1.21M 0.03% +493 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 4,659 $1.21M 0.32% -41 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 2,986 $1.21M 0.31% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 4,637 $1.2M 1.31% +95 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 4,637 $1.2M 0.09% -66 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 4,399 $1.2M 0.04% +658 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 4,620 $1.2M 0.14% -78 13F-HR Timeline Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 4,619 $1.2M 0.89% -42 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 4,610 $1.19M 0.59% -251 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 4,605 $1.19M 0.05% +165 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 4,601 $1.19M 0.05% +918 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 4,599 $1.19M 0.62% +344 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4,595 $1.19M 0.1% +4,591 13F-HR Timeline S&CO INC More: the full row for S&CO INC 4,595 $1.19M 0.08% 0 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 4,573 $1.19M 0.08% +82 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 4,573 $1.19M 0.06% +722 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 4,571 $1.18M 0.16% -80 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 4,566 $1.18M 0.23% +350 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 4,563 $1.18M 0.33% 0 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 4,557 $1.18M 0.25% -1,039 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 4,537 $1.18M 0.17% +840 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 4,535 $1.18M 0.05% -1,902 13F-HR Timeline Shearwater Capital LLC More: the full row for Shearwater Capital LLC 4,521 $1.17M 0.82% 0 13F-HR/A Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 4,514 $1.17M 0.1% -2,927 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 4,501 $1.17M 0.13% -4,144 13F-HR Timeline Group Davidson Kahn Capital Management, LLC More: the full row for Davidson Kahn Capital Management, LLC 4,490 $1.16M 0.9% +2 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 4,482 $1.16M 0.11% -853 13F-HR Timeline JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 4,476 $1.16M 0.26% +250 13F-HR Timeline SEARCY FINANCIAL SERVICES INC /ADV More: the full row for SEARCY FINANCIAL SERVICES INC /ADV 4,470 $1.16M 0.5% +13 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 4,470 $1.16M 0.91% -65 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 4,458 $1.16M 0.31% +196 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 4,449 $1.15M 0.37% -421 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 3,859 $1.15M 0.78% +1,051 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 4,420 $1.15M 0.28% -158 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 4,412 $1.14M 0.57% -125 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 4,411 $1.14M 0.09% +922 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 4,407 $1.14M 0.06% -436 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 4,403 $1.14M 0.19% +979 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 4,396 $1.14M 0.23% -3,086 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 4,395 $1.14M 0.19% +128 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 4,388 $1.14M 0.44% +509 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 4,382 $1.14M 0.82% -253 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 4,369 $1.13M 0.49% -311 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 4,367 $1.13M 0.37% +232 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 4,364 $1.13M 0.23% +972 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 4,363 $1.13M 0.21% +599 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 4,200 $1.13M 0.15% new 13F-HR Timeline Group Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 4,337 $1.12M 0.47% +409 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 4,089 $1.12M 0.3% +364 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 4,325 $1.12M 0.81% +65 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 4,324 $1.12M 0.22% +2,741 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 4,314 $1.12M 0.14% +33 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 4,304 $1.12M 0.98% +117 13F-HR Timeline Polianta Ltd More: the full row for Polianta Ltd 4,300 $1.11M 0.54% new 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 4,276 $1.11M 0.29% +56 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 4,273 $1.11M 0.59% -184 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 4,267 $1.11M 0.78% +427 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 4,265 $1.11M 0.32% -948 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 3,994 $1.1M 0.99% -122 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 4,255 $1.1M <0.01% +198 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 4,254 $1.1M 0.12% +891 13F-HR Timeline Algorithmic Investment Models, LLC More: the full row for Algorithmic Investment Models, LLC 4,252 $1.1M 0.81% new 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 4,246 $1.1M 1.15% +3,032 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 4,244 $1.1M 0.21% +2,074 13F-HR Timeline WOOSTER CORTHELL WEALTH MANAGEMENT, INC. More: the full row for WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 4,244 $1.1M 0.23% +423 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 4,243 $1.1M 0.11% -886 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 4,230 $1.1M 0.01% -1,351 13F-HR Timeline Group LITTLEJOHN FINANCIAL SERVICES, INC. More: the full row for LITTLEJOHN FINANCIAL SERVICES, INC. 4,220 $1.09M 0.86% +3,607 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 4,213 $1.09M 0.54% +95 13F-HR Timeline Hel Ved Capital Management Ltd More: the full row for Hel Ved Capital Management Ltd 4,204 $1.09M 0.55% -6,100 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 4,200 $1.09M 0.04% -400 13F-HR Timeline Group NJ State Employees Deferred Compensatio… More: the full row for NJ State Employees Deferred Compensation Plan 4,200 $1.09M 0.14% 0 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 4,198 $1.09M 0.25% -21 13F-HR Timeline Unison Asset Management LLC More: the full row for Unison Asset Management LLC 4,190 $1.09M 0.64% -734 13F-HR Timeline Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 4,186 $1.08M 0.59% -1,999 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 4,183 $1.08M 0.18% +1,444 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 4,182 $1.08M 0.18% -10 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 4,182 $1.08M 0.6% +661 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 4,178 $1.08M 0.35% +566 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 4,172 $1.08M 0.17% -8 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 4,167 $1.08M 0.1% -1,125 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 4,165 $1.08M 0.05% +181 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 4,165 $1.08M +3,665 Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 4,153 $1.08M 0.15% -255 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 4,152 $1.08M 0.84% +357 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 4,132 $1.07M 0.24% -204 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 4,124 $1.07M 0.13% -83 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 4,121 $1.07M 0.1% -523 13F-HR Timeline Fortune 45 LLC More: the full row for Fortune 45 LLC 4,112 $1.07M 0.7% +251 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 3,867 $1.06M 0.15% -312 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 4,107 $1.06M 0.21% -9,943 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 4,101 $1.06M 0.19% +41 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 4,097 $1.06M 0.07% -369 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 4,094 $1.06M 0.72% -70 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 4,093 $1.06M 0.26% -307 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 4,082 $1.06M 0.8% +91 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 4,081 $1.06M 0.55% +200 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. 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More: the full row for AMERIFLEX GROUP, INC. 4,072 $1.06M 0.43% +55 13F-HR Timeline Nicholas Investment Partners, LP More: the full row for Nicholas Investment Partners, LP 4,071 $1.06M 0.11% +319 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 4,070 $1.05M 0.33% +18 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 4,068 $1.05M 0.03% -923 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 4,060 $1.05M 0.04% +1,297 13F-HR Timeline Group Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 4,056 $1.05M 0.07% -160 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 4,047 $1.05M 0.08% +731 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 4,044 $1.05M 0.71% +299 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 4,030 $1.04M 0.29% +3 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 4,021 $1.04M 0.15% -1,048 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 4,021 $1.04M 0.19% +155 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 4,018 $1.04M 0.47% new 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 4,017 $1.04M 0.52% -1,025 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 4,016 $1.04M 0.13% +18 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 4,013 $1.04M 0.28% -1,229 13F-HR Timeline Bosman Wealth Management, LLC More: the full row for Bosman Wealth Management, LLC 4,005 $1.04M 1.05% +3,057 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 4,001 $1.04M 0.41% -1,120 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 4,001 $1.04M 0.24% +2,987 13F-HR/A Timeline CAPITAL MANAGEMENT ASSOCIATES /NY/ More: the full row for CAPITAL MANAGEMENT ASSOCIATES /NY/ 4,000 $1.04M 2.02% 0 13F-HR Timeline VIKING FUND MANAGEMENT LLC More: the full row for VIKING FUND MANAGEMENT LLC 4,000 $1.04M 0.15% +1,000 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 3,997 $1.04M 0.36% +358 13F-HR Timeline Friday Financial More: the full row for Friday Financial 3,662 $1.04M 0.62% +1,973 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 3,984 $1.03M 0.18% +169 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 3,978 $1.03M 0.34% +75 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 3,970 $1.03M 0.36% 0 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 3,966 $1.03M 0.98% +347 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 3,966 $1.03M 0.38% +370 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 3,966 $1.03M 0.18% +1,731 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 3,957 $1.03M 0.1% -122 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 3,946 $1.02M 0.64% +1,165 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 3,945 $1.02M 0.15% -24 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 3,941 $1.02M 0.08% +889 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 3,941 $1.02M 0.24% +332 13F-HR/A Timeline Grassi Investment Management More: the full row for Grassi Investment Management 3,940 $1.02M 0.09% +100 13F-HR Timeline AGP FRANKLIN, LLC More: the full row for AGP FRANKLIN, LLC 4,010 $1.02M 0.63% new 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 3,931 $1.02M 0.05% +730 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 3,925 $1.02M 0.05% -217 13F-HR Timeline Reyes Financial Architecture, Inc. 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