Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 9,117 $553K 0.03% new 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 9,090 $551K 0.15% 0 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 8,922 $541K 0.34% 0 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 8,909 $540K 0.14% +258 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 8,898 $540K 0.13% -92 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 8,885 $539K 0.14% +3,114 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 8,883 $539K 0.09% +1,943 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 8,828 $535K 0.46% +406 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 8,521 $531K 0.25% +9 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 8,700 $528K 0.08% 0 13F-HR Timeline Compound Planning, Inc. 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More: the full row for Armbruster Capital Management, Inc. 7,851 $476K 0.09% 0 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 7,850 $476K 0.17% 0 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 7,823 $475K 0.14% -377 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 7,798 $473K 0.01% +3,640 13F-HR Timeline Group Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 7,793 $473K 0.25% new 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 7,786 $472K <0.01% -10,971 13F-HR Timeline Group CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 7,775 $472K 0.02% 0 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 7,712 $468K 0.01% 0 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 7,701 $467K 0.24% -224 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 7,699 $467K 0.05% -476 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 7,697 $467K 0.36% 0 13F-HR Timeline Mission Financial Group, LLC More: the full row for Mission Financial Group, LLC 6,200 $466K 0.43% 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 7,656 $464K 0.07% +271 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 7,655 $464K 0.07% +22 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 7,626 $464K 0.04% -401 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 7,635 $463K 0.06% 0 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 7,621 $462K 0.02% -269 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 7,603 $461K 0.21% +7,553 13F-HR Timeline Passive Capital Management, LLC. 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Empirical Wealth Management 7,498 $455K 0.01% new 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 7,494 $455K 0.1% +227 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 7,465 $453K 0.04% 0 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 7,463 $453K 0.38% 0 13F-HR Timeline SMI Advisory Services, LLC More: the full row for SMI Advisory Services, LLC 8,291 $453K 0.1% -558 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 7,422 $450K 0.26% -432 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 7,392 $448K 0.06% -307 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 7,391 $448K <0.01% 0 13F-HR Timeline Group Fairway Wealth LLC More: the full row for Fairway Wealth LLC 7,349 $446K 0.16% +3,047 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 7,341 $445K 0.19% +965 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 7,332 $445K 0.07% -240 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 7,301 $443K 0.22% 0 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 6,910 $443K 0.4% -209 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 7,280 $442K 0.12% -190 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 6,867 $441K 0.23% -50 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 7,180 $436K 0.01% 0 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 7,311 $435K 0.17% +86 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 7,477 $434K 0.02% -1,096 13F-HR Timeline Group Almanack Investment Partners, LLC. 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More: the full row for Gilbert & Cook, Inc. 7,047 $427K 0.06% -618 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 7,046 $427K 0.03% -1,367 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 7,033 $427K 0.01% +253 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 7,029 $426K 0.03% +460 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 7,023 $426K 0.3% new 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 6,973 $423K 0.07% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 7,364 $423K 0.01% 0 13F-HR Timeline Group Mathes Company, Inc. 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Private Wealth Management, LLC 6,763 $410K 0.28% 0 13F-HR Timeline CAUSEWAY CAPITAL MANAGEMENT LLC More: the full row for CAUSEWAY CAPITAL MANAGEMENT LLC 6,763 $410K 0.01% -25,778 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 6,698 $406K 0.08% +14 13F-HR Timeline NORTHEAST PLANNING ASSOCIATES, INC. / N… More: the full row for NORTHEAST PLANNING ASSOCIATES, INC. / NH / 6,685 $406K 0.34% -270 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 6,600 $400K 0.01% 0 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 6,286 $400K 0.06% +9 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 6,583 $399K 0.04% -249 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. 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More: the full row for Argent Advisors, Inc. 6,500 $394K 0.13% 0 13F-HR Timeline ZynergyRetirementPlanningLLC More: the full row for ZynergyRetirementPlanningLLC 6,854 $393K 0.28% -413 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 6,460 $392K 0.19% -3,505 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 6,452 $391K 0.09% -40 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 6,400 $388K 0.03% 0 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 6,375 $387K 0.15% +180 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 6,375 $387K 0.09% 0 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 6,348 $385K 0.15% -59 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 6,333 $384K 0.04% +860 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 6,311 $383K 0.13% 0 13F-HR Timeline Financial Partners Group, LLC More: the full row for Financial Partners Group, LLC 6,260 $380K 0.16% 0 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 6,153 $373K 0.16% 0 13F-HR Timeline MB Generational Wealth, LLC More: the full row for MB Generational Wealth, LLC 6,043 $367K 0.27% -360 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 6,024 $365K 0.1% -1,092 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 6,022 $365K 0.06% 0 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 5,943 $360K 0.24% +18 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 5,924 $359K 0.07% new 13F-HR Timeline McGlone Suttner Wealth Management, Inc. 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More: the full row for Maple Capital Management, Inc. 5,716 $347K 0.03% new 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 5,709 $346K 0.02% 0 13F-HR/A Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 5,703 $346K 0.14% +18 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 5,674 $344K 0.03% 0 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 5,662 $343K 0.14% +165 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 5,636 $342K 0.15% +1,965 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 5,635 $342K 0.03% +390 13F-HR Timeline Swan Global Investments, LLC in group Swan Global Investments, LLC More: the full row for Swan Global Investments, LLC 5,623 $341K 0.02% -2,669 13F-HR Timeline Group Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 5,595 $339K 0.01% 0 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 5,595 $339K 0.31% +696 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 5,564 $338K 0.03% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 5,556 $337K 0.09% +5,075 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 5,552 $337K 0.22% +210 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 5,540 $336K 0.02% +8 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 5,540 $336K 0.01% +800 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 5,286 $335K 0.1% 0 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 5,506 $334K 0.18% +1,914 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 5,501 $334K 0.12% +17 13F-HR Timeline Vantage Investment Partners, LLC More: the full row for Vantage Investment Partners, LLC 5,493 $333K 0.03% 0 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 5,480 $332K 0.06% -147 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 5,473 $332K 0.85% 0 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 5,429 $329K 0.07% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 5,420 $329K <0.01% +1,222 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 5,358 $325K 0.02% +405 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 5,318 $323K 0.02% new 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 5,315 $322K 0.02% +2 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,314 $322K 0.02% +1,132 13F-HR Timeline Group High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 5,300 $321K 0.09% 0 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 5,294 $321K 0.09% +2,079 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 5,260 $319K <0.01% -37 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 5,258 $319K <0.01% +1,726 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 5,255 $319K 0.21% -1,649 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 5,251 $319K 0.02% 0 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 5,249 $318K 0.17% +1 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 5,225 $317K 0.06% -203 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 5,223 $317K 0.08% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 5,218 $317K <0.01% -9,256 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 5,212 $316K 0.15% 0 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 5,205 $316K 0.05% +2 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 5,192 $315K 0.01% +237 13F-HR Timeline Group Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 5,177 $314K 0.09% 0 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 5,164 $313K 0.05% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 5,161 $313K 0.01% 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 5,155 $313K 0.09% 0 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 5,145 $312K <0.01% -1,341 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 5,105 $310K 0.04% 0 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 5,069 $308K 0.09% -791 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 5,076 $308K 0.01% +405 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 5,054 $307K 0.08% +263 13F-HR Timeline Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 5,000 $303K 0.03% -13,600 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 4,950 $300K 0.01% -1,333 13F-HR Timeline Group Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 4,914 $298K 0.01% +6 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 4,907 $298K 0.03% -52 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 4,881 $296K 0.06% +7 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 4,866 $295K 0.16% 0 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 4,860 $295K 0.07% -120 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 4,848 $294K 0.04% 0 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 4,822 $293K 0.12% -70 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 4,815 $292K 0.06% +150 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 4,814 $292K 0.06% -793 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 4,812 $292K 0.08% -7 13F-HR Timeline