TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 8,929 $3.06M 0.94% -17 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 8,921 $3.06M 0.33% +4,987 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 8,914 $3.06M 0.09% +882 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 8,920 $3.06M 0.1% -12,661 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 8,903 $3.05M 0.46% -145 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 8,871 $3.04M 0.49% -340 13F-HR Timeline U S WEALTH GROUP, LLC. 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More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 8,504 $2.92M 1.44% -769 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 8,499 $2.92M 0.98% +931 13F-HR Timeline FOGEL CAPITAL MANAGEMENT, INC. More: the full row for FOGEL CAPITAL MANAGEMENT, INC. 8,492 $2.91M 1.17% +1,943 13F-HR Timeline HUTNER CAPITAL MANAGEMENT INC More: the full row for HUTNER CAPITAL MANAGEMENT INC 8,478 $2.91M 1.15% +955 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 8,477 $2.91M 0.66% +1,007 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 8,476 $2.91M 0.73% +19 13F-HR Timeline Koshinski Asset Management, Inc. 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COHEN & ASSOCIATES, LLC 8,393 $2.88M 0.45% -400 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 8,388 $2.88M 0.43% +430 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 8,387 $2.88M 0.65% -149 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 8,381 $2.88M 0.42% +1,046 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 8,371 $2.87M 0.33% -164 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 8,365 $2.87M 0.84% -246 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 8,356 $2.87M 1.21% +210 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 7,797 $2.86M 0.21% +95 13F-HR Timeline Accredited Investors Inc. 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More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 8,298 $2.85M 0.63% +231 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 8,291 $2.84M 0.64% +230 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 8,279 $2.84M 0.29% -34 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 8,270 $2.84M 0.17% -202 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 8,262 $2.83M 1.02% -204 13F-HR Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 8,241 $2.83M 0.1% +7,015 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 8,240 $2.83M 0.29% -115 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 8,230 $2.82M 0.36% -81 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 8,230 $2.82M 0.53% +1,603 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 8,214 $2.82M 0.69% -270 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 8,187 $2.81M 0.44% +94 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 8,172 $2.8M 0.95% +454 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 8,159 $2.8M 1.5% +947 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 8,156 $2.8M 0.86% +316 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 7,798 $2.8M 0.93% -58 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 8,128 $2.79M 0.34% +1,235 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 8,122 $2.79M 0.18% -821 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 8,108 $2.78M 1.95% +95 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 8,101 $2.78M 0.67% -362 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 8,100 $2.78M 0.25% +6,816 13F-HR Timeline Paragon Capital Management LLC More: the full row for Paragon Capital Management LLC 8,094 $2.78M 1.29% +78 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 7,643 $2.77M 0.19% -427 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 8,061 $2.77M 0.03% +163 13F-HR Timeline Argo Wealth Advisory, LLC More: the full row for Argo Wealth Advisory, LLC 8,049 $2.76M 1.52% -124 13F-HR Timeline Sun Group Wealth Partners More: the full row for Sun Group Wealth Partners 8,043 $2.76M 1.88% +195 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 8,028 $2.75M 2.76% +981 13F-HR Timeline LITTLEJOHN FINANCIAL SERVICES, INC. More: the full row for LITTLEJOHN FINANCIAL SERVICES, INC. 8,019 $2.75M 2% -275 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 8,010 $2.75M 0.43% -112 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 8,010 $2.75M 0.15% +603 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 8,007 $2.75M 0.32% +5,567 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 7,997 $2.74M 1.68% +558 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 8,003 $2.74M 0.97% +179 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 8,019 $2.74M 0.32% +1,985 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 7,984 $2.74M 1% -279 13F-HR Timeline Haverford Financial Services, Inc. More: the full row for Haverford Financial Services, Inc. 7,977 $2.74M 0.81% 0 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 7,958 $2.73M 1.04% +24 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 7,948 $2.73M 0.48% -143 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 7,935 $2.72M 0.77% +5,992 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 7,912 $2.71M 1.32% +584 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 7,903 $2.71M 1.44% -225 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 7,875 $2.7M 0.17% +478 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 7,856 $2.7M 1.61% -10 13F-HR Timeline PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 7,854 $2.69M 1.12% new 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 7,842 $2.69M 0.73% -207 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 7,840 $2.69M 0.3% +261 13F-HR Timeline Titan Investment Management LLC More: the full row for Titan Investment Management LLC 7,839 $2.69M 1.99% +74 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 7,828 $2.69M 1.15% +1,200 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 7,816 $2.68M 1.52% +156 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 7,810 $2.68M 2.06% -243 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 7,807 $2.68M 0.19% +551 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 7,790 $2.67M 0.29% +190 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 7,784 $2.67M 0.36% -2 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 7,775 $2.67M <0.01% +1,330 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 7,773 $2.67M 2.08% -770 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 7,765 $2.66M 0.44% -300 13F-HR Timeline OPAL CAPITAL LLC More: the full row for OPAL CAPITAL LLC 7,762 $2.66M 0.48% -4,328 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 7,758 $2.66M 1.3% -455 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 7,737 $2.65M 1.76% +300 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 7,707 $2.64M 0.37% +333 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 7,672 $2.63M 0.35% -251 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 7,649 $2.62M 1.8% -101 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 7,643 $2.62M 0.67% -19 13F-HR Timeline TITAN GLOBAL CAPITAL MANAGEMENT USA LLC More: the full row for TITAN GLOBAL CAPITAL MANAGEMENT USA LLC 7,639 $2.62M 0.33% +131 13F-HR/A Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 7,607 $2.61M 1.55% +149 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 7,129 $2.61M 0.15% +1,450 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 7,586 $2.6M 0.57% +459 13F-HR Timeline Provident Co of the Employees of the He… More: the full row for Provident Co of the Employees of the Hebrew University LTD 7,582 $2.6M 1.99% 0 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 7,568 $2.6M 0.21% +1,087 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 7,553 $2.59M 0.36% -13 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 7,548 $2.59M 0.49% -133 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 7,522 $2.58M 0.39% -306 13F-HR Timeline PICTET BANK & TRUST Ltd More: the full row for PICTET BANK & TRUST Ltd 7,514 $2.58M 2.76% +1,792 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 7,505 $2.58M 0.35% -45 13F-HR Timeline Group ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 7,487 $2.57M 0.38% -101 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 7,479 $2.57M 0.23% -117 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 7,469 $2.56M 1.52% +381 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 7,459 $2.56M 0.25% +398 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 7,459 $2.56M 0.23% +349 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 7,450 $2.56M 0.48% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 7,435 $2.55M 0.33% -18 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 7,431 $2.55M 0.69% +65 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 7,421 $2.55M 0.47% +492 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 7,411 $2.54M 0.48% new 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 7,404 $2.54M <0.01% 0 13F-HR Timeline FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 7,396 $2.54M 1.18% +69 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 7,382 $2.53M 0.39% +490 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 7,107 $2.53M 0.48% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 7,368 $2.53M 0.83% -561 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 7,363 $2.53M 0.17% -102,176 13F-HR Timeline Kepler Cheuvreux (Suisse) SA More: the full row for Kepler Cheuvreux (Suisse) SA 7,352 $2.52M 0.14% -121,332 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 7,343 $2.52M 0.41% -220 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 7,338 $2.52M 0.86% +30 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 7,334 $2.52M 0.23% +4,867 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 7,331 $2.52M 1.36% -480 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 7,321 $2.51M 0.38% +174 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 7,319 $2.51M 0.28% -275 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 7,314 $2.51M 0.8% -449 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 7,311 $2.51M 0.22% +224 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 7,310 $2.51M 1.35% -14 13F-HR/A Timeline Sunstone Asset Management, LP More: the full row for Sunstone Asset Management, LP 7,300 $2.5M 2.71% 0 13F-HR Timeline HARVEY INVESTMENT CO LLC More: the full row for HARVEY INVESTMENT CO LLC 7,299 $2.5M 0.27% +150 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 7,285 $2.5M 0.15% -1,333 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 7,264 $2.49M 0.34% -102 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 7,264 $2.49M 0.89% -48 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 7,249 $2.49M 1.19% -200 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 7,248 $2.49M 1.38% -2,779 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 7,237 $2.48M 0.46% -176 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 7,233 $2.48M 0.25% +1,143 13F-HR Timeline Dockside LLC More: the full row for Dockside LLC 7,232 $2.48M 0.58% new 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 7,231 $2.48M 0.2% -107 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 7,223 $2.48M 0.92% +2,300 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 7,216 $2.48M 0.18% -16 13F-HR Timeline SMITH, MOORE & CO. 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