Cahill Wealth Management, LLC More: the full row for Cahill Wealth Management, LLC 3,932 $872K 0.44% -94 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 3,909 $867K 0.57% -100 13F-HR/A Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 3,896 $864K 0.08% -7 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 4,155 $863K 0.1% -138 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 3,890 $863K 0.09% +760 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 3,880 $860K 0.16% +88 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 3,846 $853K 0.3% -152 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 3,840 $852K 0.67% +156 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 3,830 $849K 0.37% +8 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 3,816 $846K 0.01% -27 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 3,812 $845K 0.14% -6 13F-HR Timeline L.K. Benson & Company, P.C. 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More: the full row for Waterloo Capital, L.P. 3,262 $723K 0.07% +21 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 3,247 $720K 0.25% 0 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 3,243 $719K 0.43% 0 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 3,240 $718K 0.31% -137 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 3,236 $718K 0.11% -75 13F-HR/A Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 3,225 $715K 0.04% -2,167 13F-HR Timeline Silver Oak Advisory Group, Inc. 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More: the full row for Northstar Group, Inc. 3,043 $675K 0.11% -30 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 3,008 $667K 0.24% 0 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 3,005 $666K 0.13% +2 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 2,997 $665K 0.05% -1,300 13F-HR Timeline Safeguard Financial, LLC More: the full row for Safeguard Financial, LLC 2,994 $664K 0.15% -513 13F-HR Timeline Marathon Strategic Advisors, LLC More: the full row for Marathon Strategic Advisors, LLC 2,992 $663K 0.71% -43 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 2,977 $660K 0.23% -280 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 2,974 $659K 0.36% 0 13F-HR Timeline Linscomb Wealth, Inc. 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More: the full row for Willow Creek Wealth Management Inc. 2,931 $650K 0.06% +345 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 2,922 $648K 0.59% +57 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 2,907 $645K 0.05% -808 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 2,904 $644K 0.36% -15,932 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 2,892 $641K 0.2% +1,416 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 2,879 $638K 0.2% +404 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 2,876 $638K <0.01% -345 13F-HR Timeline Group MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 2,874 $637K 0.17% -31,845 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 2,874 $637K 0.18% -16 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 2,848 $631K 0.44% -159 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 2,845 $631K 0.63% 0 13F-HR/A Timeline McCollum Christoferson Group LLC More: the full row for McCollum Christoferson Group LLC 2,843 $630K 0.19% +270 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,815 $624K 0.03% +9 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 2,815 $624K 0.13% -677 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 2,810 $623K 0.01% +66 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 2,809 $623K 0.03% -1,210 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 2,795 $620K 0.06% -61 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 2,784 $617K 0.02% 0 13F-HR Timeline Group Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 2,780 $616K 0.22% -57 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 2,775 $615K 0.21% 0 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 2,762 $612K 0.37% +749 13F-HR Timeline Team Hewins, LLC More: the full row for Team Hewins, LLC 2,750 $610K 0.24% -96 13F-HR/A Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 2,750 $610K 0.37% +90 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 2,742 $608K 0.18% new 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 2,731 $606K 0.11% -954 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 2,727 $605K 0.06% -588 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,726 $605K 0.02% +609 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 2,710 $601K 0.04% +13 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 2,709 $601K 0.11% -362 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 2,695 $598K 0.2% 0 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 2,686 $596K 0.05% -2,847 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 2,680 $594K 0.12% +221 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 2,678 $594K 0.35% +48 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 2,675 $593K 0.06% 0 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 2,654 $589K 0.21% -317 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 2,646 $587K 0.15% +20 13F-HR Timeline Sandhill Capital Partners LLC More: the full row for Sandhill Capital Partners LLC 2,643 $586K 0.05% new 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 2,636 $585K 0.21% -30 13F-HR Timeline Tumwater Wealth Management, LLC More: the full row for Tumwater Wealth Management, LLC 2,621 $581K 0.3% -14 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 2,616 $580K 0.3% -27 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 2,606 $578K 0.49% -137 13F-HR Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 2,596 $576K 0.09% +80 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 2,557 $575K 0.13% new 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 2,584 $573K 0.32% +23 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 2,570 $570K 0.11% +585 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 2,560 $568K 0.1% -77 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 2,552 $566K 0.16% +16 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 2,552 $566K 0.12% -974 13F-HR Timeline NESTEGG ADVISORS, INC. 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