BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 19,149 $4.06M 0.53% +1,274 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 19,095 $4.04M 0.08% -451 13F-HR Timeline Group Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 19,035 $4.03M 0.34% -387 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 18,950 $4.01M 0.69% -98 13F-HR Timeline CANTOR FITZGERALD, L. P. in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD, L. P. 18,936 $4.01M 0.12% new 13F-HR Timeline Group Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 18,679 $3.96M 0.27% +609 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 18,650 $3.95M 0.1% -4,823 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 18,590 $3.94M 0.08% +255 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 18,045 $3.93M 0.14% +42 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 17,327 $3.89M 1.31% -1,313 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 18,293 $3.87M 1.01% +1,819 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 18,288 $3.87M 0.53% +1,155 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 18,164 $3.85M 0.54% +141 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 18,116 $3.84M 2.1% +1,087 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 18,107 $3.84M 0.14% -5,894 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 18,055 $3.82M 0.15% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 17,978 $3.81M 0.07% -1,698 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 17,951 $3.8M 0.42% -493 13F-HR Timeline ALLSTREET CAPITAL ADVISORS LLC More: the full row for ALLSTREET CAPITAL ADVISORS LLC 17,876 $3.79M 2.74% 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 17,695 $3.75M 0.14% +1 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 17,639 $3.74M 2.13% +548 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 17,497 $3.71M 0.89% +1,048 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 17,467 $3.7M 0.24% -22,919 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 17,391 $3.68M <0.01% +12,955 13F-HR Timeline Group Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 17,340 $3.67M 1.2% -4,145 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 17,212 $3.65M 1.76% -403 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 17,188 $3.64M 0.04% -4,983 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 17,175 $3.64M 1.44% -326 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 17,160 $3.63M 1.04% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 17,013 $3.6M 0.23% -207 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 16,975 $3.6M 0.17% -508 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 16,971 $3.59M 1.25% +24 13F-HR Timeline Woodward Financial Advisors, Inc. More: the full row for Woodward Financial Advisors, Inc. 16,836 $3.57M 1.34% -787 13F-HR Timeline Fluent Financial, LLC More: the full row for Fluent Financial, LLC 16,803 $3.56M 1.36% new 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 16,747 $3.55M 0.7% -51 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 16,728 $3.54M 0.33% +1,446 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 16,622 $3.52M 0.79% +102 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 16,609 $3.52M 0.04% +414 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 16,603 $3.52M 0.2% +1 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 16,555 $3.51M 0.95% -221 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 16,507 $3.5M 1.78% -539 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 16,335 $3.46M 1.63% +59 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 16,316 $3.46M 0.2% +733 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 16,274 $3.45M 0.22% +65 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 16,254 $3.44M 0.13% +888 13F-HR Timeline Group GUARDSMAN PRIVATE CAPITAL MANAGEMENT, I… More: the full row for GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. 16,211 $3.43M 2.74% 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 16,181 $3.43M 0.08% +788 13F-HR Timeline rebel Financial LLC More: the full row for rebel Financial LLC 15,962 $3.38M 1.44% +15,962 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 15,961 $3.38M 0.76% 0 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 15,924 $3.37M 1.22% 0 13F-HR Timeline Midwestern Financial, LLC /IA More: the full row for Midwestern Financial, LLC /IA 15,858 $3.36M 2.78% +557 13F-HR Timeline NerdWallet Wealth Partners, LLC More: the full row for NerdWallet Wealth Partners, LLC 15,867 $3.35M 1.5% +69 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 15,818 $3.35M 0.18% +349 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 15,774 $3.34M 0.21% +10 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 15,133 $3.33M 0.42% 0 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 15,718 $3.33M 1.66% +816 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 15,680 $3.32M 0.07% +5,683 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 15,567 $3.3M 0.36% -1,729 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 15,255 $3.23M 1.91% -648 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 15,240 $3.23M 0.17% +236 13F-HR Timeline Linscomb Wealth, Inc. 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More: the full row for Avantax Planning Partners, Inc. 15,154 $3.21M 0.09% -2,648 13F-HR Timeline Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 15,076 $3.19M 2.13% 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 15,074 $3.19M 0.06% -4,773 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 15,006 $3.18M 0.14% -81 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 14,935 $3.16M 0.02% -36 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 14,879 $3.15M +2,493 Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 15,000 $3.13M 0.84% 0 13F-HR Timeline Envision Financial LLC More: the full row for Envision Financial LLC 14,778 $3.13M 1.65% -688 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 14,667 $3.11M 0.52% 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 14,397 $3.05M 0.48% +721 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 14,283 $3.02M 0.65% -4 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 14,280 $3.02M 0.44% -1,165 13F-HR/A Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 14,224 $3.01M 1.09% +282 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 14,048 $2.98M 0.83% -786 13F-HR Timeline NorthLanding Financial Partners, LLC More: the full row for NorthLanding Financial Partners, LLC 14,039 $2.97M 2.39% +408 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 13,857 $2.93M 0.77% 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 13,712 $2.93M 0.2% -72 13F-HR Timeline CHRISTINE MESSMER PC More: the full row for CHRISTINE MESSMER PC 13,837 $2.93M 1.91% 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 13,776 $2.92M 0.46% -1,610 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 13,704 $2.9M 2.11% +90 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 13,672 $2.9M 0.1% +130 13F-HR Timeline Group FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 13,629 $2.89M 0.15% -1,440 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 13,607 $2.88M 1.22% 0 13F-HR/A Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 13,530 $2.87M 0.32% -1,418 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 13,515 $2.86M 0.49% +799 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 13,513 $2.86M 0.01% -83 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 13,500 $2.86M 1.72% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 13,475 $2.85M <0.01% -7,329 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 16,702 $2.85M 0.07% -1,254 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 13,388 $2.84M 0.13% +280 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 13,347 $2.83M 0.16% -336 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 13,303 $2.82M 0.04% -602 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 13,174 $2.79M 0.06% -1,883 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 13,156 $2.79M 0.07% -80 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 13,118 $2.78M 1.19% -16,580 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 13,016 $2.76M 0.01% -55 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 12,952 $2.74M 0.31% +120 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 12,892 $2.73M 0.92% -341 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 12,811 $2.71M 1.06% -118 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 12,725 $2.7M 1.34% -852 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 12,685 $2.69M 0.38% 0 13F-HR Timeline Group Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 12,619 $2.67M 0.18% +28 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 12,591 $2.67M 0.06% +2,345 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 12,457 $2.64M 0.37% -221 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 12,445 $2.64M 0.32% -1,165 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 12,402 $2.63M 0.42% -1,526 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 12,287 $2.6M 0.15% +7 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 12,187 $2.58M 0.69% -2,580 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 12,186 $2.58M 1.12% +710 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 12,125 $2.57M 0.35% -62 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 12,125 $2.57M 0.16% +2 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 12,064 $2.55M 0.05% -197 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 11,919 $2.52M 0.11% -444 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 11,898 $2.52M 0.06% +1,356 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 11,686 $2.47M 0.11% -362 13F-HR Timeline Group Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 11,648 $2.47M 0.15% +1,041 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 11,624 $2.46M 0.15% +2,271 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 11,553 $2.45M 0.07% -236 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 11,543 $2.44M 0.15% -407 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 11,462 $2.43M 0.73% -2 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 11,343 $2.4M 0.22% -274 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 11,326 $2.4M 0.62% -230 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 11,280 $2.39M 0.04% -975 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 11,306 $2.39M 0.52% +263 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 11,271 $2.39M 0.57% -3,045 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 11,154 $2.36M 0.17% -2,363 13F-HR/A Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 11,076 $2.35M 1.04% +126 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 11,048 $2.34M 1.47% +191 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 10,942 $2.32M 0.7% 0 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 10,940 $2.32M 0.44% +93 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 10,920 $2.31M 1.76% +279 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 10,832 $2.29M 0.73% +1,716 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 10,797 $2.29M 0.12% 0 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 10,684 $2.26M 0.15% -397 13F-HR Timeline Group Matisse Capital More: the full row for Matisse Capital 10,652 $2.26M 1.01% 0 13F-HR Timeline Powerhouse Assets LLC More: the full row for Powerhouse Assets LLC 10,622 $2.25M 1.98% 13F-HR Timeline RoundAngle Advisors LLC More: the full row for RoundAngle Advisors LLC 10,614 $2.25M 1.64% +297 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 10,598 $2.24M 2.21% 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 10,550 $2.23M 0.56% -1,398 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 10,528 $2.23M 0.01% -135 13F-HR Timeline Group TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 10,527 $2.23M -20 Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 10,477 $2.22M 0.32% new 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 10,438 $2.21M 1.36% 13F-HR Timeline Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 10,418 $2.21M 1.77% 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 10,411 $2.21M 0.18% -124 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 10,402 $2.2M 0.66% -65 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 10,397 $2.2M 0.06% -319 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 10,313 $2.18M 0.15% +602 13F-HR Timeline Group Newton One Investments LLC More: the full row for Newton One Investments LLC 10,255 $2.17M 0.64% +34 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 10,241 $2.17M 0.25% +873 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 10,227 $2.17M 0.17% +79 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 10,223 $2.17M 0.65% +198 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 10,219 $2.16M 0.35% -308 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 10,188 $2.16M 0.03% -17 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 10,123 $2.14M 0.71% +326 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 10,032 $2.12M 0.13% 0 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 10,004 $2.12M 0.55% +2 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 10,000 $2.12M 0.5% 0 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 9,997 $2.12M 0.25% -323 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 9,990 $2.12M <0.01% +87 13F-HR Timeline Group OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 9,951 $2.11M 0.91% -1,948 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 9,937 $2.1M 0.9% +2,372 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 9,928 $2.1M 1.52% -823 13F-HR Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 9,925 $2.1M 1.8% 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 9,905 $2.1M 0.05% +531 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 9,885 $2.09M 0.3% -201 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 9,815 $2.08M 1.09% -488 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 9,731 $2.06M 0.23% -119 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 9,654 $2.04M 0.26% +473 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 9,505 $2.01M 0.03% 0 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 9,481 $2.01M 0.11% +643 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 9,450 $2M 0.42% +38 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 9,433 $2M 0.06% -20 13F-HR Timeline Group Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 9,423 $2M 0.12% +6,198 13F-HR Timeline IF Advisors, LLC More: the full row for IF Advisors, LLC 9,309 $1.97M 1.6% 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 9,274 $1.96M 0.07% -308 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 9,267 $1.96M 0.52% -3,680 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 9,200 $1.95M 0.15% -190 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 9,172 $1.94M 0.27% -118 13F-HR Timeline Triune Financial Partners, LLC More: the full row for Triune Financial Partners, LLC 8,701 $1.94M 0.45% -398 13F-HR Timeline Financially in Tune, LLC More: the full row for Financially in Tune, LLC 9,161 $1.94M 1.81% 13F-HR Timeline Donalies Financial Planning, LLC More: the full row for Donalies Financial Planning, LLC 9,130 $1.93M 1.65% 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 9,124 $1.93M 0.14% -40 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 9,085 $1.92M 0.47% -9,937 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 9,071 $1.92M 0.28% 0 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 8,527 $1.91M 0.77% +2,778 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 9,002 $1.91M 0.44% +55 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 9,001 $1.91M 0.69% -202 13F-HR Timeline O'Connor Financial Group LLC More: the full row for O'Connor Financial Group LLC 8,487 $1.9M 0.76% +81 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 8,993 $1.9M 0.31% -728 13F-HR Timeline CHILTON INVESTMENT CO INC. 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