HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 3,091 $2.33M 0.81% -81 13F-HR/A Timeline City State Bank More: the full row for City State Bank 3,087 $2.33M 0.64% +56 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 3,082 $2.32M 0.13% +116 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 3,082 $2.32M 0.11% +88 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,076 $2.32M 0.02% -795 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 3,075 $2.32M 0.05% +622 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 3,074 $2.32M 0.24% +1,101 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,036 $2.31M 0.16% +120 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 3,062 $2.31M 0.03% -247 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 3,056 $2.3M 0.23% -82 13F-HR Timeline Group Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 3,044 $2.29M 1.4% -85 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 3,042 $2.29M 0.02% +79 13F-HR Timeline Group PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 3,032 $2.29M 1.24% +5 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 3,014 $2.27M 0.88% -60 13F-HR Timeline Bayshore Capital Advisors, LLC More: the full row for Bayshore Capital Advisors, LLC 2,958 $2.23M 1.11% 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 2,952 $2.23M 1.65% -98 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 2,946 $2.22M 0.6% +3 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 2,943 $2.22M 0.53% +10 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 2,928 $2.21M 0.65% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 2,892 $2.2M 0.12% -336 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 2,852 $2.19M 0.27% 0 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 2,865 $2.16M 0.13% +1 13F-HR Timeline Systelligence, LLC More: the full row for Systelligence, LLC 2,858 $2.15M 0.41% +652 13F-HR Timeline KDK Private Wealth Management, LLC More: the full row for KDK Private Wealth Management, LLC 2,847 $2.15M 1.87% -120 13F-HR/A Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 2,833 $2.14M 0.37% -30 13F-HR Timeline FOREFRONT WEALTH MANAGEMENT INC. More: the full row for FOREFRONT WEALTH MANAGEMENT INC. 2,833 $2.14M 1.53% +109 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 2,808 $2.12M 1.64% -76 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 2,805 $2.11M 0.17% -7 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 2,801 $2.11M 0.01% +422 13F-HR Timeline Group CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 2,797 $2.11M 0.28% +59 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,787 $2.1M 0.11% -255 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 2,773 $2.09M 0.67% +18 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2,771 $2.09M 0.25% -35 13F-HR Timeline Rolek Wealth Management LLC More: the full row for Rolek Wealth Management LLC 2,767 $2.09M 1.43% -23 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 2,739 $2.08M 2.61% -202 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 2,748 $2.07M 0.29% +633 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 2,798 $2.07M 0.93% +123 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,744 $2.07M 0.03% -2 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 2,743 $2.07M 0.23% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,742 $2.07M 0.03% -292 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 2,741 $2.07M 0.94% -259 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 2,731 $2.06M 0.28% +81 13F-HR Timeline Highland Financial Advisors, LLC More: the full row for Highland Financial Advisors, LLC 2,721 $2.05M 0.57% -13 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 2,718 $2.05M 0.68% -66 13F-HR Timeline TTP Investments, Inc. More: the full row for TTP Investments, Inc. 2,716 $2.05M 0.67% 0 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 2,709 $2.04M 0.33% 0 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 2,709 $2.04M 1.71% 13F-HR Timeline BAMCO INC /NY/ in group Baron Capital More: the full row for BAMCO INC /NY/ 2,682 $2.02M 0.01% new 13F-HR Timeline Group First National Trust Co More: the full row for First National Trust Co 2,677 $2.02M 0.07% -15 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 2,675 $2.02M 0.24% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 2,674 $2.02M 0.87% 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 2,673 $2.01M 0.3% -5 13F-HR/A Timeline WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 2,672 $2.01M 0.86% new 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 2,668 $2.01M 0.3% -7 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 2,670 $2.01M 0.02% +140 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 2,668 $2.01M 0.04% -91 13F-HR Timeline Group WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 2,652 $2M 1.4% -8,566 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,618 $2M 0.09% +400 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 2,646 $1.99M 0.01% -23,815 13F-HR Timeline Group Krilogy Financial LLC More: the full row for Krilogy Financial LLC 2,621 $1.99M 0.07% -802 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 2,636 $1.99M 0.07% -1,867 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 2,632 $1.98M 0.12% -695 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 2,619 $1.97M 0.61% -19 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,605 $1.96M 0.09% -500 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,598 $1.96M 0.06% -99 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 2,588 $1.95M 0.35% +176 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 2,579 $1.94M 0.11% +142 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,571 $1.94M 0.02% -65 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 2,539 $1.91M 0.92% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,530 $1.91M 0.12% -15 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,527 $1.9M 0.06% +74 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 2,527 $1.9M 0.2% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 2,524 $1.9M 0.15% +194 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 2,511 $1.89M 0.03% -456 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 2,503 $1.89M 1.04% 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 2,495 $1.88M 0.49% 0 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 2,478 $1.87M 1.58% -115 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 2,468 $1.86M 0.68% 0 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 2,462 $1.86M 0.65% -106 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 2,455 $1.85M 0.44% -11 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 2,449 $1.85M 0.06% -4 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,424 $1.83M 0.05% new 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,424 $1.83M 0.25% new 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 2,424 $1.83M 0.2% -39 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 2,411 $1.82M 0.03% +68 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 2,409 $1.82M 0.04% +974 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 2,395 $1.81M 0.11% +61 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 2,387 $1.8M 0.89% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,378 $1.79M 0.01% +39 13F-HR Timeline Group McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 2,368 $1.78M 0.73% +20 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 2,357 $1.78M 1.58% 0 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 2,355 $1.78M 0.06% +1,625 13F-HR Timeline Group ARWA LLC More: the full row for ARWA LLC 2,355 $1.77M 1.04% 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 2,353 $1.77M 1.51% -46,891 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 2,345 $1.77M 0.35% -54 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 2,344 $1.77M 0.41% +8 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 2,336 $1.76M 0.03% 0 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 2,329 $1.76M 0.22% 0 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 2,319 $1.75M 0.8% -26 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 2,298 $1.74M +1,194 Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 2,300 $1.73M 0.47% 0 13F-HR Timeline Ethos Capital Management, Inc. More: the full row for Ethos Capital Management, Inc. 2,296 $1.73M 1.63% 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 2,291 $1.73M 0.06% -294 13F-HR Timeline Gross & Hartman Investments LLC More: the full row for Gross & Hartman Investments LLC 2,290 $1.73M 0.98% 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,279 $1.72M 0.14% 0 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 2,267 $1.71M 0.07% +222 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,266 $1.71M 0.13% -530 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 2,266 $1.71M 0.55% 0 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 2,262 $1.7M 0.87% +27 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 2,258 $1.7M 0.05% -1,252 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 2,240 $1.69M 0.19% 0 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 2,227 $1.68M 1.08% +1 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 2,212 $1.67M 0.48% +604 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 2,200 $1.66M 0.44% +5 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,198 $1.66M 0.02% +38 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 2,196 $1.65M 0.26% +87 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 2,195 $1.65M <0.01% +1,278 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,193 $1.65M 0.03% +125 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 2,186 $1.65M 0.65% -14 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 2,166 $1.63M 0.37% +130 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,155 $1.62M 0.03% +76 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 2,143 $1.62M 0.18% +61 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 2,137 $1.61M 0.92% +145 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 2,127 $1.6M 0.21% -10 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 2,124 $1.6M 0.1% +127 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 2,123 $1.6M 0.99% -400 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,121 $1.6M 0.04% +117 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 2,117 $1.6M 0.67% +515 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 2,110 $1.59M 0.75% -34 13F-HR Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 2,109 $1.59M 0.17% -670 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 2,107 $1.59M 0.13% +54 13F-HR Timeline Teucrium Investment Advisors, LLC More: the full row for Teucrium Investment Advisors, LLC 2,107 $1.59M 1.74% 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 2,100 $1.58M 0.57% -7 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 2,099 $1.58M 0.05% +14 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 2,079 $1.57M 1.56% 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 2,075 $1.56M 1.51% 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 2,073 $1.56M 0.14% +671 13F-HR Timeline Group Safe Harbor Family Capital, LLC More: the full row for Safe Harbor Family Capital, LLC 2,065 $1.56M 1.37% 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 2,065 $1.56M 0.99% -223 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 2,062 $1.55M 0.42% +15 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 2,062 $1.55M 0.03% new 13F-HR Timeline Group Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 2,059 $1.55M 0.14% -112 13F-HR Timeline Group Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 2,054 $1.55M 0.03% +649 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 2,050 $1.55M 0.47% 0 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 2,049 $1.54M 0.21% +654 13F-HR Timeline Compass Financial Group, Inc. (Ohio) More: the full row for Compass Financial Group, Inc. (Ohio) 2,049 $1.54M 1.13% 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 2,043 $1.54M 0.97% -18 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,028 $1.53M 0.03% -175 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 2,028 $1.53M 1% -154 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 2,028 $1.53M 0.1% 0 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 2,020 $1.52M 0.09% -59 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 2,008 $1.51M 0.61% -42 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 2,002 $1.51M 0.14% +388 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 2,001 $1.51M 0.25% -28 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 2,000 $1.51M 0.09% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,999 $1.51M 0.21% 0 13F-HR Timeline APS Management Group, Inc. 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More: the full row for Warwick Investment Management, Inc. 1,968 $1.48M 0.23% +131 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 1,957 $1.48M 0.3% +254 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,955 $1.47M 0.02% -793 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 1,945 $1.47M 0.58% -88 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,939 $1.46M 0.27% -91 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 1,935 $1.46M 0.31% +1 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 1,927 $1.45M 0.36% +471 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 1,924 $1.45M 0.22% 0 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 1,924 $1.45M 1.3% 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 1,913 $1.44M 0.26% +29 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 21,554 $1.44M 2.13% +16,596 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 1,907 $1.44M 1.17% -60 13F-HR Timeline ATX Financial Planning, LLC More: the full row for ATX Financial Planning, LLC 1,890 $1.42M 1.1% 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 1,886 $1.42M 0.66% 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 1,878 $1.42M 0.06% -43 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 1,873 $1.41M 0.14% +11 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,872 $1.41M 0.09% +27 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,869 $1.41M 0.05% +224 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 1,868 $1.41M 1.1% -11 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 1,864 $1.4M 0.07% -34 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 1,860 $1.4M 1.06% 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,852 $1.4M 0.16% -21 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 1,849 $1.39M 0.04% -10 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 1,843 $1.39M 0.14% -45 13F-HR Timeline Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 1,839 $1.39M 0.25% 0 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 1,833 $1.38M 0.21% +114 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 1,831 $1.38M 0.01% 0 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 1,830 $1.38M 0.06% +161 13F-HR Timeline Conservest Capital Advisors, Inc. 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