Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 3,505 $1.23M 0.17% +10 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 3,504 $1.23M 0.34% -381 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 3,502 $1.23M 0.15% new 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 3,496 $1.23M 0.77% +985 13F-HR Timeline Rayburn West Financial Services LLC More: the full row for Rayburn West Financial Services LLC 3,492 $1.22M 0.76% 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 3,491 $1.22M 0.57% +268 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 3,725 $1.22M 0.06% +647 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 3,486 $1.22M 0.36% -39 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 3,484 $1.22M 0.16% -255 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 3,482 $1.22M 0.29% -129 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 3,480 $1.22M 0.34% -7 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 3,707 $1.22M 0.22% -81 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 3,473 $1.22M 0.05% +224 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 3,420 $1.22M 0.54% 0 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 3,468 $1.22M 0.34% -75 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 3,468 $1.22M 0.35% +62 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 3,464 $1.22M 0.36% -251 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 3,464 $1.21M 0.52% +92 13F-HR Timeline J. R. Prunier Capital Management LLC More: the full row for J. R. Prunier Capital Management LLC 3,464 $1.21M 0.5% 13F-HR Timeline Independence Wealth Advisors, LLC More: the full row for Independence Wealth Advisors, LLC 3,463 $1.21M 0.68% 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 3,463 $1.21M 0.24% -476 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 3,458 $1.21M 0.17% 0 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 3,450 $1.21M 0.35% +206 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 3,448 $1.21M 0.04% +313 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 3,438 $1.21M 0.47% -3 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 3,677 $1.2M 0.23% -19 13F-HR Timeline CORNERSTONE ENTERPRISES, LLC More: the full row for CORNERSTONE ENTERPRISES, LLC 3,421 $1.2M 0.57% -8,593 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 3,420 $1.2M 0.2% +406 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 3,418 $1.2M 0.38% +74 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 3,418 $1.2M 0.3% -5 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 3,416 $1.2M 0.87% -141 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 3,414 $1.2M 0.29% 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 3,398 $1.19M 2.25% +389 13F-HR Timeline Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 3,397 $1.19M 0.14% -250 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 3,396 $1.19M 0.22% +15 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 3,391 $1.19M 0.35% -293 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 3,390 $1.19M 0.18% +1,335 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 3,390 $1.19M 0.72% -42 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 3,385 $1.19M 1.35% -40 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 3,382 $1.19M 0.31% +65 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 3,381 $1.19M 0.58% 0 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 3,380 $1.19M 0.25% -2 13F-HR Timeline CFO CAPITAL MANAGEMENT LLC More: the full row for CFO CAPITAL MANAGEMENT LLC 3,375 $1.18M 0.89% 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 3,375 $1.18M 0.43% -127 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 3,371 $1.18M 0.63% +15 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 3,367 $1.18M 0.28% +1,017 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 3,366 $1.18M 0.52% -2,665 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 3,364 $1.18M 0.08% -591 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 3,525 $1.18M 0.42% new 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 3,360 $1.18M 0.33% -189 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 3,358 $1.18M 0.39% -35 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 3,353 $1.18M 0.08% -22 13F-HR Timeline PENN DAVIS MCFARLAND INC More: the full row for PENN DAVIS MCFARLAND INC 3,350 $1.17M 0.11% 0 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 3,350 $1.17M 0.07% +7 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 3,349 $1.17M 0.77% -42 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 3,347 $1.17M 0.08% +137 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Whelan Financial More: the full row for Whelan Financial 3,347 $1.17M 0.37% -142 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 3,346 $1.17M 0.45% -949 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 3,343 $1.17M 0.03% +1 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 3,339 $1.17M 0.63% +45 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 3,337 $1.17M 0.73% +2 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 3,336 $1.17M 0.45% -326 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 3,335 $1.17M 0.23% +87 13F-HR/A Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 3,329 $1.17M 0.25% -160 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 3,325 $1.17M 0.72% -149 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 3,323 $1.17M 0.27% +5 13F-HR Timeline Hansen & Associates Financial Group, In… More: the full row for Hansen & Associates Financial Group, Inc. 3,549 $1.16M 0.64% +259 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 3,314 $1.16M 0.14% +52 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 3,309 $1.16M 0.16% -84 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 3,300 $1.16M 0.07% +858 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 3,299 $1.16M 0.35% +17 13F-HR Timeline Maren Capital LLC More: the full row for Maren Capital LLC 3,292 $1.15M 0.06% -60 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 3,290 $1.15M 0.2% -113 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 3,285 $1.15M 0.63% 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 3,285 $1.15M 0.02% -70 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 3,270 $1.15M 0.24% -579 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 3,268 $1.15M 0.23% +44 13F-HR Timeline THRYVE WEALTH MANAGEMENT LLC More: the full row for THRYVE WEALTH MANAGEMENT LLC 3,265 $1.15M 0.57% 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 3,267 $1.15M 0.26% -22 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 3,262 $1.14M 0.78% -441 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 3,253 $1.14M 0.15% +115 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 3,249 $1.14M 0.17% +282 13F-HR Timeline BAYBAN More: the full row for BAYBAN 3,247 $1.14M 1.01% 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 3,245 $1.14M 0.48% -19 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 3,239 $1.14M 0.59% +148 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 3,239 $1.14M 0.52% -25 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 3,237 $1.14M 0.45% 0 13F-HR Timeline McLaughlin Asset Management, Inc. More: the full row for McLaughlin Asset Management, Inc. 3,224 $1.13M 1.01% 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 3,222 $1.13M 0.4% +30 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 3,211 $1.13M 0.09% -794 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 3,207 $1.12M 0.05% +97 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 3,202 $1.12M 0.35% +5 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 3,200 $1.12M 0.58% 0 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 3,195 $1.12M 0.31% -108 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 3,192 $1.12M 0.39% -70 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 3,186 $1.12M 1.28% -2,795 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 3,183 $1.12M 0.83% -235 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 3,176 $1.11M 0.13% +4 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 3,167 $1.11M 0.64% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 3,159 $1.11M 0.12% +13 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 3,376 $1.11M 0.49% +103 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 3,154 $1.11M 0.67% +77 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 3,148 $1.1M 0.47% +196 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 3,138 $1.1M 0.55% -149 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 3,138 $1.1M 0.49% +83 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 3,137 $1.1M 0.19% -245 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 3,136 $1.1M 0.43% -87 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 3,136 $1.1M 0.48% -45 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 3,133 $1.1M 0.12% +37 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 3,131 $1.1M 0.53% +202 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 3,128 $1.1M 0.08% +1 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 3,126 $1.1M 0.25% -29 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 3,125 $1.1M 0.25% -77 13F-HR Timeline Adirondack Capital Advisors, LLC More: the full row for Adirondack Capital Advisors, LLC 3,125 $1.1M 0.74% 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 3,121 $1.09M 0.52% +137 13F-HR Timeline KilterHowling LLC More: the full row for KilterHowling LLC 3,115 $1.09M 0.55% +161 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 3,109 $1.09M 0.69% -440 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 3,379 $1.09M 0.17% -69 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 3,100 $1.09M 0.06% -21 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 3,099 $1.09M 0.14% -460 13F-HR Timeline CAPITAL FINANCIAL GROUP INC\CO\ /ADV More: the full row for CAPITAL FINANCIAL GROUP INC\CO\ /ADV 3,093 $1.08M 0.61% 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 3,090 $1.08M 1.1% +19 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 3,077 $1.08M 0.81% -514 13F-HR Timeline Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 3,075 $1.08M 1% -13 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 3,075 $1.08M 0.21% +14 13F-HR Timeline MANGROVE PARTNERS IM, LLC More: the full row for MANGROVE PARTNERS IM, LLC 3,070 $1.08M 0.09% new 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 3,068 $1.08M 0.24% -590 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 3,068 $1.08M 0.48% -865 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 3,063 $1.07M 0.24% +88 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 3,061 $1.07M 0.73% -150 13F-HR Timeline PeakShares LLC More: the full row for PeakShares LLC 3,060 $1.07M 1.05% 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 3,058 $1.07M 0.38% -3 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 3,055 $1.07M 0.53% +1 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 3,055 $1.07M 0.42% -87 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 3,041 $1.07M 0.21% +144 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 3,033 $1.06M 0.35% +92 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 3,026 $1.06M 0.74% 0 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 3,024 $1.06M 0.45% +33 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 3,022 $1.06M 0.18% -66 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 3,012 $1.06M 0.1% +77 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 3,011 $1.06M 0.72% -316 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 3,009 $1.06M 0.35% +97 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 3,009 $1.06M 0.18% +5 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 3,003 $1.05M 0.52% -16 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 3,003 $1.05M 0.46% +3 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 3,002 $1.05M 0.11% -465 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 3,001 $1.05M 0.28% +174 13F-HR/A Timeline MENORA MIVTACHIM HOLDINGS LTD. in group MENORA MIVTACHIM HOLDINGS LTD. More: the full row for MENORA MIVTACHIM HOLDINGS LTD. 3,000 $1.05M <0.01% +1,000 13F-HR Timeline Group Militia Capital Partners, LP in group Militia Capital Management LLC More: the full row for Militia Capital Partners, LP 3,000 $1.05M 0.4% new 13F-HR/A Timeline Group Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 2,999 $1.05M 0.59% -384 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 2,994 $1.05M 0.37% 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,987 $1.05M 0.11% -6,416 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 2,986 $1.05M 0.27% -39 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 2,980 $1.05M 0.16% +873 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 2,980 $1.05M 0.61% 0 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 2,974 $1.04M 0.19% +71 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 2,970 $1.04M 0.92% 0 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 2,970 $1.04M 0.88% -425 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 2,963 $1.04M 0.56% 0 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 2,954 $1.04M 0.14% -27 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 2,951 $1.03M 0.36% -112 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 2,946 $1.03M 0.08% +59 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 2,942 $1.03M 0.2% +1,293 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 2,931 $1.03M 0.3% -46 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 2,930 $1.03M 0.18% -26 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 2,928 $1.03M 0.2% -527 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 2,927 $1.03M 0.46% -591 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 2,924 $1.03M 0.31% -87 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 2,918 $1.02M 0.37% -114 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 2,916 $1.02M 0.34% -1,774 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 2,910 $1.02M 0.18% +53 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 2,904 $1.02M 0.57% +155 13F-HR Timeline Triasima Portfolio Management inc. More: the full row for Triasima Portfolio Management inc. 2,891 $1.01M 0.15% -10,933 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 2,883 $1.01M 0.19% -795 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 2,881 $1.01M 0.14% -384 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 2,873 $1.01M 0.39% 0 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 3,138 $1.01M 0.68% +337 13F-HR Timeline Worthington Financial Partners, LLC More: the full row for Worthington Financial Partners, LLC 2,871 $1.01M 0.89% 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 2,870 $1.01M 0.23% +101 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 24,196 $1.01M 0.17% +25 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 2,864 $1M 0.3% -161 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 2,851 $1000K 0.09% +8 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 2,848 $999K 0.13% -442 13F-HR Timeline Seek First Inc. More: the full row for Seek First Inc. 2,844 $997K 0.69% +5 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 2,844 $997K 0.11% -501 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 2,841 $996K 0.76% -735 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 2,840 $996K 0.28% -38 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 2,823 $990K 0.24% -187 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 2,817 $988K 0.29% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 2,817 $988K 0.23% +6 13F-HR Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 2,815 $987K 0.24% +115 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 2,810 $986K 1.63% -38 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 2,803 $983K 0.26% +3 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 2,790 $983K 0.15% +38 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 2,799 $982K 0.17% +14 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 2,797 $981K 0.15% 0 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 2,796 $981K 0.12% +1,850 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 2,790 $978K 0.51% +52 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 2,995 $975K 0.2% -572 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 2,780 $975K 0.56% -61 13F-HR Timeline