Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 2,727 $1.3M 0.34% -47 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 2,715 $1.3M 0.67% 0 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 2,714 $1.3M 0.07% -37 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 2,711 $1.29M 0.55% +187 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 2,707 $1.29M 0.06% -2 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 2,705 $1.29M 0.56% +675 13F-HR Timeline Shay Capital LLC More: the full row for Shay Capital LLC 2,700 $1.29M 0.14% -3,050 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 2,695 $1.29M 0.28% +123 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 2,684 $1.28M 0.82% +25 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 2,683 $1.28M 0.25% +165 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 2,682 $1.28M 0.55% -16 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 2,669 $1.27M 0.05% +1,202 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 2,669 $1.27M 0.98% +77 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 2,661 $1.27M 0.54% -139 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 2,660 $1.27M 0.02% +281 13F-HR Timeline SPWM Advisors LLC More: the full row for SPWM Advisors LLC 3,179 $1.27M 1.17% -1,240 13F-HR Timeline Willow Creek Capital Management, Inc. More: the full row for Willow Creek Capital Management, Inc. 2,651 $1.27M 1.23% 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,910 $1.27M 0.12% +322 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 2,649 $1.27M 0.77% -111 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 2,644 $1.26M 0.62% 0 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 2,639 $1.26M 0.28% -7 13F-HR Timeline AMERIFLEX GROUP, INC. 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More: the full row for Financial Security Advisor, Inc. 2,413 $1.15M 0.19% +571 13F-HR Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 2,413 $1.15M 0.42% +24 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 2,409 $1.15M 0.74% +92 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 2,407 $1.15M 0.11% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 2,402 $1.15M 0.21% +29 13F-HR Timeline Inspire Investing, LLC group of 2 filers holding More: the full row for Inspire Investing, LLC 2,445 $1.15M +543 Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 2,405 $1.15M 0.13% -317 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 2,404 $1.15M 0.07% -1,052 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 2,404 $1.15M 0.09% -18 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 2,403 $1.15M 0.59% +1,340 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 2,400 $1.15M 0.04% +1,430 13F-HR Timeline Group Windle Wealth, LLC More: the full row for Windle Wealth, LLC 2,400 $1.15M 0.46% 0 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 2,399 $1.15M 0.27% +6 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2,398 $1.15M 0.23% +316 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 2,392 $1.14M 0.63% +112 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 2,388 $1.14M 0.31% +1,288 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 2,378 $1.14M 0.53% -2 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 2,373 $1.13M 0.71% +3 13F-HR Timeline Fortitude Advisory Group L.L.C. 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Sherr & Co., LLC 2,340 $1.12M 0.47% -30 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 2,336 $1.12M 0.11% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 2,334 $1.11M 0.69% 0 13F-HR Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 3,290 $1.11M 0.03% 0 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 2,325 $1.11M 0.56% +291 13F-HR Timeline Investment Management Trust, LLC More: the full row for Investment Management Trust, LLC 2,325 $1.11M 1% 0 13F-HR Timeline Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 2,324 $1.11M 0.81% -4,475 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 2,317 $1.11M 0.95% +9 13F-HR Timeline MANE GLOBAL CAPITAL MANAGEMENT LP More: the full row for MANE GLOBAL CAPITAL MANAGEMENT LP 2,312 $1.1M 0.09% new 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 2,296 $1.1M 0.1% +621 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 2,290 $1.09M 0.1% new 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 2,283 $1.09M 0.27% new 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 2,284 $1.09M 0.67% -275 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 2,279 $1.09M 0.01% +76 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 2,279 $1.09M 0.6% +169 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 2,278 $1.09M 0.33% -42 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 2,276 $1.09M 0.13% +227 13F-HR Timeline Tower Wealth Partners, Inc. 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More: the full row for Capital Advantage, Inc. 2,200 $1.05M 0.13% -80 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,191 $1.05M 0.15% +7 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 2,185 $1.05M 0.17% -990 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 2,187 $1.04M 0.46% 0 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 2,185 $1.04M 0.1% -62 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 2,179 $1.04M 0.41% +509 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 90,370 $1.04M 0.17% +59,163 13F-HR Timeline Foresight Global Investors, Inc. 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More: the full row for GWN SECURITIES INC. 2,125 $1.01M 0.17% +354 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 2,121 $1.01M 0.26% 0 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 2,121 $1.01M 0.12% +283 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,120 $1.01M 0.12% -93 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 2,986 $1.01M 0.04% +584 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 2,105 $1.01M 0.1% 0 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 2,104 $1M 0.22% -377 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 2,102 $1M 0.23% -58 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 2,102 $1M 0.13% +4 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 2,096 $1M 0.08% +77 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 2,094 $1M 0.08% -30 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,087 $997K 0.04% +89 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 2,084 $995K 0.13% -910 13F-HR Timeline Lotus Asset Management LLC More: the full row for Lotus Asset Management LLC 2,074 $990K 0.88% 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 2,074 $990K 0.15% +169 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 2,072 $990K 0.19% +132 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 2,064 $986K 0.07% +12 13F-HR Timeline Act Two Investors LLC More: the full row for Act Two Investors LLC 2,062 $985K 0.2% -16 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 2,062 $985K 0.63% +122 13F-HR Timeline Marest Capital, LLC More: the full row for Marest Capital, LLC 2,061 $985K 0.49% -220 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 2,059 $983K 0.21% +12 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2,050 $979K 0.11% -301 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 2,046 $977K 0.04% -51,836 13F-HR Timeline Patten Group, Inc. 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