Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 4,556 $1.19M 1.01% +1,288 13F-HR Timeline ATLas Financial Planning LLC More: the full row for ATLas Financial Planning LLC 4,547 $1.19M 1.07% +14 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 4,527 $1.19M 0.03% +44 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 4,526 $1.19M 0.68% +15 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 4,524 $1.18M 0.42% -47 13F-HR Timeline GLR Partners, LLC More: the full row for GLR Partners, LLC 4,509 $1.18M 0.64% 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 4,505 $1.18M 0.4% -40 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 4,498 $1.18M 0.13% -1,100 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 4,487 $1.18M 0.43% +140 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 4,484 $1.17M 0.1% 0 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 4,474 $1.17M 0.01% 0 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 4,454 $1.17M 0.13% -45 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 4,443 $1.16M 0.09% +563 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 4,440 $1.16M 0.31% +331 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 4,440 $1.16M 0.46% -1,576 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 4,415 $1.16M 0.14% +758 13F-HR Timeline Facet Wealth, Inc. 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More: the full row for AlTi Global, Inc. 4,343 $1.14M 0.02% -1,847 13F-HR Timeline Group Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 4,331 $1.13M 0.04% +678 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 4,325 $1.13M 0.16% -1,019 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 4,300 $1.13M 0.82% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 4,281 $1.12M <0.01% +597 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 3,909 $1.12M 0.14% -137 13F-HR Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 4,275 $1.12M 1.03% -278 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 3,890 $1.12M 0.4% -43 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 4,263 $1.12M 0.13% +8 13F-HR Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 3,937 $1.12M 0.47% -5 13F-HR Timeline Stillwater Capital Advisors, LLC More: the full row for Stillwater Capital Advisors, LLC 4,250 $1.11M 0.13% 0 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 4,249 $1.11M 0.18% +25 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 4,248 $1.11M 0.37% +176 13F-HR/A Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 4,239 $1.11M 0.66% -314 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 4,238 $1.11M 0.55% +1,084 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 4,226 $1.11M 0.15% 0 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 4,212 $1.1M 0.3% -2,735 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 4,211 $1.1M 0.08% -634 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 4,202 $1.1M <0.01% -793 13F-HR Timeline Group ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 4,196 $1.1M 0.77% -35 13F-HR Timeline Merrithew & Thorsten Inc More: the full row for Merrithew & Thorsten Inc 4,194 $1.1M 1.04% 0 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 4,184 $1.1M 0.71% +94 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 4,162 $1.09M 0.36% -10 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 4,117 $1.08M 0.36% 0 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 4,110 $1.08M 0.52% -63 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,090 $1.07M 0.05% +384 13F-HR Timeline ROSENBLUM SILVERMAN SUTTON S F INC /CA More: the full row for ROSENBLUM SILVERMAN SUTTON S F INC /CA 4,088 $1.07M 0.28% +70 13F-HR Timeline Laurel Wealth Planning LLC More: the full row for Laurel Wealth Planning LLC 4,085 $1.07M 0.56% -10 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 4,085 $1.07M 0.07% +4 13F-HR Timeline Avantax Planning Partners, Inc. 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More: the full row for Blom & Howell Financial Planning, Inc. 3,801 $996K 0.98% -4,209 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 3,798 $995K 0.15% 0 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 3,797 $995K 0.28% -96 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 3,797 $994K 0.29% +79 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 3,777 $989K <0.01% -464 13F-HR Timeline Group Essex LLC More: the full row for Essex LLC 3,766 $986K 0.17% +16 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 3,759 $985K 0.64% +59 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 3,729 $977K 0.83% +14 13F-HR Timeline Keewaydin Investments LLC More: the full row for Keewaydin Investments LLC 3,722 $975K 0.31% +115 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 3,722 $975K 0.08% -3 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 4,099 $971K 0.42% -383 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 3,702 $970K 0.01% +230 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 3,680 $964K 0.13% 0 13F-HR Timeline SNOWWATER INVESTMENT PARTNERS, LLC More: the full row for SNOWWATER INVESTMENT PARTNERS, LLC 3,667 $960K 0.91% +509 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 3,644 $954K 0.4% +14 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,643 $954K 0.1% +41 13F-HR Timeline Dala Group, LLC More: the full row for Dala Group, LLC 3,630 $951K 0.79% -3,427 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 3,623 $949K 0.11% -353 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 3,620 $948K 0.11% -46 13F-HR Timeline Ascent Advisors, LLC More: the full row for Ascent Advisors, LLC 3,620 $948K 1.74% new 13F-HR Timeline Franklin, Parlapiano, Turner & Welch, L… More: the full row for Franklin, Parlapiano, Turner & Welch, LLC 3,345 $947K 0.23% 0 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 3,614 $947K 0.44% +201 13F-HR Timeline D'Orazio & Associates, Inc. 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First National Trust Co More: the full row for First National Trust Co 3,548 $929K 0.03% +43 13F-HR Timeline Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 3,654 $928K 0.29% -75 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 3,536 $926K 0.13% -1,372 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 3,522 $922K 0.41% +831 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 3,512 $920K 0.36% -138 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 3,875 $920K 0.1% 0 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 3,502 $917K 0.27% 0 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 3,500 $917K 0.03% new 13F-HR Timeline Group Caitlin John, LLC More: the full row for Caitlin John, LLC 3,489 $914K 0.55% -120 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 3,487 $913K 0.24% -254 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 3,486 $913K 0.01% -46 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 3,460 $906K 0.7% -64,269 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,454 $905K 0.04% -69 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 3,448 $903K 0.23% -168 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 3,160 $903K 0.05% -664 13F-HR Timeline Sterling Wealth Advisors Inc More: the full row for Sterling Wealth Advisors Inc 3,151 $902K 0.51% -165 13F-HR Timeline Pearl Planning LLC More: the full row for Pearl Planning LLC 3,442 $902K 0.48% -4 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 3,440 $901K 0.08% -13 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 3,440 $901K 0.05% +240 13F-HR Timeline Ballast Financial Advisors LLC More: the full row for Ballast Financial Advisors LLC 3,438 $901K 0.92% +230 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 3,431 $899K 0.05% 0 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 3,214 $898K 0.08% -87 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 3,429 $898K 0.02% +445 13F-HR/A Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 3,428 $898K 0.1% +16 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 3,414 $894K 0.08% +60 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 3,401 $891K 0.14% -692 13F-HR Timeline OAKWORTH CAPITAL, INC. 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More: the full row for PECAUT & CO. 3,345 $876K 0.28% -65 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 3,338 $874K 0.13% +268 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 3,335 $874K 0.06% +372 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 3,322 $870K 0.89% +675 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 3,319 $869K 0.13% 0 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 3,911 $867K 0.55% -61 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 3,298 $864K 0.11% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,283 $860K 0.04% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 3,279 $859K 0.09% -83 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 3,274 $858K 0.03% -429 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 3,018 $856K 0.07% +53 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 3,257 $853K 0.08% +832 13F-HR Timeline Jefferson Bridge Capital, LLC More: the full row for Jefferson Bridge Capital, LLC 3,256 $853K 0.85% +44 13F-HR Timeline Smith Asset Management Co., LLC More: the full row for Smith Asset Management Co., LLC 3,255 $853K 0.73% +146 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 3,248 $851K 0.08% -601 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 3,245 $850K 0.08% +356 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 3,235 $847K 0.05% +90 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 3,232 $847K 0.06% -15 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 3,230 $846K 0.19% +132 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 3,226 $845K 0.72% -90 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 3,222 $844K 0.3% +139 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 3,199 $838K 0.08% -435 13F-HR Timeline NESTEGG ADVISORS, INC. More: the full row for NESTEGG ADVISORS, INC. 3,198 $838K 0.74% +19 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 3,197 $837K 0.11% -163 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 3,169 $830K 0.23% -9 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 3,153 $826K 0.05% -1,110 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 3,151 $825K 0.19% -141 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 3,141 $823K 0.04% -15 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 3,138 $822K 0.12% +3 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 452 $822K 0.47% 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 3,137 $822K 0.26% +8 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 3,136 $821K 0.07% -10 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 3,122 $818K 0.43% -717 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 3,112 $815K 0.34% -22 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 3,112 $815K 0.23% +11 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 3,091 $814K 0.04% +620 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 3,097 $811K 0.06% 0 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 3,097 $811K 0.39% 0 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 3,072 $805K 0.14% -36 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 3,067 $803K 0.09% new 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 3,047 $798K 0.38% -170 13F-HR Timeline Carroll Advisory Group, LLC More: the full row for Carroll Advisory Group, LLC 3,039 $796K 0.31% -1,534 13F-HR Timeline Marathon Strategic Advisors, LLC More: the full row for Marathon Strategic Advisors, LLC 3,033 $794K 0.57% -2 13F-HR Timeline Freedom Investment Management, Inc. 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