Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 695 $250K 0.03% new 13F-HR Timeline Walleye Partners, LLC More: the full row for Walleye Partners, LLC 694 $249K 0.28% 0 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 690 $248K 0.08% 0 13F-HR Timeline Hartmann Taylor Wealth Management, LLC More: the full row for Hartmann Taylor Wealth Management, LLC 689 $248K 0.14% -8 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 686 $247K 0.05% 0 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 686 $246K 0.01% -100 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 684 $246K 0.1% new 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 682 $245K 0.08% +56 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 679 $244K 0.08% -90 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 671 $241K 0.11% new 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 669 $240K 0.02% -177 13F-HR Timeline Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 667 $240K 0.09% -8 13F-HR Timeline Summit Financial Consulting LLC More: the full row for Summit Financial Consulting LLC 662 $238K 0.17% 0 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 653 $235K 0.11% 0 13F-HR Timeline Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 645 $232K 0.15% new 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 641 $230K 0.08% +1 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 633 $227K 0.18% 0 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 630 $226K 0.07% +41 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 623 $224K 0.15% new 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 622 $224K 0.21% 0 13F-HR Timeline Defender Capital, LLC. More: the full row for Defender Capital, LLC. 620 $223K 0.07% 0 13F-HR Timeline Parrish Capital LLC More: the full row for Parrish Capital LLC 619 $222K 0.22% +2 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 613 $220K 0.04% +14 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 607 $218K 0.13% -1 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 600 $216K 0.1% 0 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 597 $214K 0.05% 0 13F-HR Timeline Stonebridge Wealth Management, LLC More: the full row for Stonebridge Wealth Management, LLC 595 $214K 0.19% 0 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 590 $212K 0.18% -50 13F-HR Timeline Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 583 $210K 0.12% -11 13F-HR Timeline White Pine Investment CO More: the full row for White Pine Investment CO 578 $208K 0.04% new 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 574 $206K 0.06% +270 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 574 $206K 0.02% new 13F-HR Timeline STEWARDSHIP CONCEPTS FINANCIAL SERVICES… More: the full row for STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC 571 $205K 0.13% new 13F-HR Timeline Liberty Atlantic Advisors LLC More: the full row for Liberty Atlantic Advisors LLC 568 $204K 0.13% new 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 567 $204K <0.01% new 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 557 $200K 0.03% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 508 $183K 0.08% -2 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 485 $174K 0.03% +185 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 465 $167K 0.04% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 407 $146K 0.01% 0 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 357 $128K 0.03% +39 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 322 $116K 0.19% -1,271 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 320 $115K 0.01% -193 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 306 $110K 0.07% 0 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 304 $109K 0.09% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 302 $108K 0.02% +2 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 268 $96.3K 0.03% 0 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 234 $84K 0.04% +7 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 233 $83.9K 0.01% -128 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 217 $78K 0.05% 0 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 197 $70.8K 0.06% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 196 $70.4K 0.04% +158 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 190 $68.3K 0.01% +42 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 164 $58.9K 0.01% +36 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 150 $53.9K 0.03% 0 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 124 $44.6K 0.03% 0 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 110 $39.5K 0.03% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 110 $39.5K 0.02% +14 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 90 $33.5K 0.02% 0 13F-HR Timeline Virginia Estate & Retirement Planning A… More: the full row for Virginia Estate & Retirement Planning Advisors Inc. 56 $20.1K 0.03% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 47 $16.9K 0.01% +5 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 24 $8.62K <0.01% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 23 $8.27K <0.01% 0 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 19 $6.83K <0.01% +11 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 12 $4.31K <0.01% -23 13F-HR Timeline