Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 26,804 $6.34M 0.58% -650 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 26,689 $6.32M 1.37% +16 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 26,683 $6.31M 1.48% +260 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 26,195 $6.25M 1.18% +315 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 26,363 $6.24M 2.9% +2,141 13F-HR Timeline Investment Management Trust, LLC More: the full row for Investment Management Trust, LLC 26,332 $6.23M 5.58% -899 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 26,286 $6.22M 2.51% +21 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 26,188 $6.2M 2.29% -419 13F-HR Timeline CDM FINANCIAL COUNSELING SERVICES, INC. More: the full row for CDM FINANCIAL COUNSELING SERVICES, INC. 25,926 $6.13M 5.29% +600 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 25,782 $6.1M 1.29% -1,345 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 25,595 $6.06M 0.32% -48 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 25,462 $6.02M 0.24% -106 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 25,390 $6.01M 1.75% -137 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 25,244 $5.97M 0.34% +45 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 25,244 $5.97M 0.23% -21 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 25,182 $5.96M 2.71% +75 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 25,164 $5.95M 0.12% +462 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 25,123 $5.94M 0.18% +129 13F-HR Timeline Selby Wealth Management, LLC More: the full row for Selby Wealth Management, LLC 25,100 $5.94M 2.11% +5,748 13F-HR Timeline Kastel Capital Advisors, LLC More: the full row for Kastel Capital Advisors, LLC 27,602 $5.94M 3.75% +427 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 24,956 $5.91M 0.15% -963 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 24,918 $5.9M 4.76% +579 13F-HR Timeline Vavra Capital Management, LLC More: the full row for Vavra Capital Management, LLC 24,918 $5.9M 5.16% +959 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 24,905 $5.89M 1.78% -563 13F-HR Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 24,742 $5.85M 0.34% +7,474 13F-HR Timeline LightSquare Wealth Management, LLC More: the full row for LightSquare Wealth Management, LLC 24,728 $5.85M 4.03% -2,721 13F-HR Timeline Bellars Harris Wealth Management, LLC More: the full row for Bellars Harris Wealth Management, LLC 24,696 $5.84M 1.19% 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 24,681 $5.84M 0.17% -2,078 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 24,615 $5.82M 0.23% -232 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 24,436 $5.78M 1.14% -356 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 24,398 $5.77M 0.2% +962 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 24,397 $5.77M 0.37% -40 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 24,383 $5.77M 0.15% +16,253 13F-HR Timeline Group INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 24,707 $5.76M 3.51% -1,557 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 24,353 $5.76M 1.5% +237 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 24,323 $5.76M <0.01% -7,290 13F-HR Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 24,315 $5.75M 0.29% -1,108 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 24,281 $5.75M 0.06% -65 13F-HR Timeline Group Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 24,272 $5.74M 3.64% -910 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 24,228 $5.73M 1.6% +1,892 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 24,196 $5.73M 2.3% -551 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 24,078 $5.7M 0.26% +982 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 24,063 $5.69M 1.69% +335 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 24,060 $5.69M 0.38% +5 13F-HR Timeline Kachkovsky & Fisher, Inc. More: the full row for Kachkovsky & Fisher, Inc. 23,942 $5.67M 5.45% 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 23,882 $5.65M 1.42% +956 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 23,841 $5.64M 1.6% -3,093 13F-HR Timeline CORDA Investment Management, LLC. More: the full row for CORDA Investment Management, LLC. 23,798 $5.63M 0.35% -122 13F-HR Timeline Daniel Investment Group, Inc. More: the full row for Daniel Investment Group, Inc. 23,748 $5.62M 3.33% 13F-HR Timeline Junk Investment Group, LLC More: the full row for Junk Investment Group, LLC 23,718 $5.61M 2.48% +291 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 23,714 $5.61M 0.89% +134 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 23,689 $5.61M 0.2% -454 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 23,646 $5.6M 0.34% -22,192 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 23,617 $5.59M 1.52% +308 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 23,555 $5.57M 0.26% +782 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 23,485 $5.56M 0.56% +15 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 23,393 $5.54M 2.59% +5 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 23,346 $5.52M 0.76% +290 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 23,326 $5.52M 2.02% -3,187 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 23,255 $5.5M 1.08% +50 13F-HR Timeline SARD WEALTH MANAGEMENT GROUP, LLC More: the full row for SARD WEALTH MANAGEMENT GROUP, LLC 23,241 $5.5M 2.63% +142 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 23,238 $5.5M 1.75% +22,170 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 23,067 $5.46M 0.73% -123 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 23,048 $5.45M 1.16% -54 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 22,871 $5.41M 2.99% +443 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 22,855 $5.41M 0.02% -35 13F-HR Timeline Group Bravera Wealth More: the full row for Bravera Wealth 22,772 $5.39M 2.07% +41 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 22,717 $5.38M 0.46% -331 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 22,691 $5.37M 1% +629 13F-HR Timeline Calder Financial LLC More: the full row for Calder Financial LLC 22,440 $5.31M 5% -574 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 22,386 $5.3M 1.06% 0 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 22,353 $5.29M 0.8% +188 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 22,332 $5.28M 0.34% +801 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 22,173 $5.25M 0.05% +1,744 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 22,148 $5.24M 0.69% -153 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 22,082 $5.23M 0.4% -538 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 22,035 $5.21M 0.12% +146 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 21,704 $5.14M 0.35% -1,117 13F-HR Timeline S&CO INC More: the full row for S&CO INC 21,632 $5.12M 0.3% 0 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 21,545 $5.1M 1.34% -812 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 21,517 $5.09M 1.87% -52 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 21,472 $5.08M 0.63% -956 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 21,463 $5.08M 0.48% -202 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 21,362 $5.05M 0.39% -87 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 21,359 $5.05M 0.2% +6,122 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 21,301 $5.04M 0.7% +1,346 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 21,278 $5.03M 1.71% -2,341 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 21,269 $5.03M 0.99% +96 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 21,240 $5.03M 1.2% -226 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 21,224 $5.02M 0.1% +614 13F-HR Timeline Group Friday Financial More: the full row for Friday Financial 20,981 $5.01M 1.34% +2,068 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 21,158 $5.01M 2.57% +511 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 21,143 $5M 1.12% +4 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 21,094 $4.99M 0.05% +1,966 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 21,075 $4.99M 0.32% +921 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 21,055 $4.98M 0.13% +522 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 21,054 $4.98M 3.38% -281 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 20,974 $4.96M 1.14% +569 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 20,947 $4.96M 0.06% -450 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Argo Wealth Advisory, LLC More: the full row for Argo Wealth Advisory, LLC 20,905 $4.95M 2.73% +8,157 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 20,870 $4.94M 0.31% +903 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 20,830 $4.93M 2.5% -28 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 20,698 $4.9M 0.08% -1,159 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 20,513 $4.85M 0.27% +599 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 20,512 $4.85M 0.17% +160 13F-HR Timeline Group Elevation Capital Advisory, LLC More: the full row for Elevation Capital Advisory, LLC 20,472 $4.84M 1.87% new 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 20,435 $4.84M 0.74% -327 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 20,400 $4.83M 0.1% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 20,337 $4.81M 1.9% +1,560 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 20,309 $4.81M 0.63% -1,034 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 20,286 $4.8M 0.14% -724 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 20,240 $4.79M 0.01% -248 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 20,216 $4.78M 1.28% -240 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 20,096 $4.76M 0.12% -75 13F-HR Timeline Group Private Advisory Group LLC More: the full row for Private Advisory Group LLC 19,973 $4.73M 0.26% -1,448 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 19,940 $4.72M 2.07% +202 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 19,811 $4.69M 2.56% +150 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 19,806 $4.69M 1.38% -2,957 13F-HR Timeline QUANTUM FINANCIAL PARTNERS LLC More: the full row for QUANTUM FINANCIAL PARTNERS LLC 19,706 $4.66M 2.38% 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 19,686 $4.66M 1.21% +21 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 19,664 $4.65M 0.11% +17 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 19,656 $4.65M 1.42% +181 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 19,644 $4.65M 2.24% +9 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 19,251 $4.56M 0.13% -642 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 19,249 $4.55M 0.97% +824 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 19,233 $4.55M 0.75% 0 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 19,205 $4.54M 0.83% +57 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 19,204 $4.54M 0.79% -935 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 18,925 $4.48M 0.99% +29 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 18,913 $4.48M 0.7% -270 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 18,892 $4.47M 2.8% -399 13F-HR Timeline SNOWWATER INVESTMENT PARTNERS, LLC More: the full row for SNOWWATER INVESTMENT PARTNERS, LLC 18,850 $4.46M 3.08% 0 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 18,842 $4.46M 0.13% -111 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 18,808 $4.45M 1.14% -306 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 18,761 $4.44M 1.28% -954 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 18,682 $4.42M 0.65% -364 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 18,611 $4.4M 0.09% +204 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 18,570 $4.39M 0.18% +399 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 18,514 $4.37M 0.14% 0 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 18,361 $4.34M 0.67% -97 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 18,355 $4.34M 0.21% +1,034 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 18,227 $4.31M 0.54% +1,140 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 18,067 $4.28M 0.36% -178 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 18,062 $4.27M 0.09% -60 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 18,046 $4.27M 0.74% -76 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 18,017 $4.26M 0.43% +157 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 17,997 $4.26M 2.12% +69 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 17,919 $4.26M 1.67% -550 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 17,710 $4.19M 2.9% +623 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 19,419 $4.18M 0.66% -767 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 17,597 $4.16M 1.71% +1,036 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 17,591 $4.16M 0.33% -1,505 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 17,503 $4.14M 0.64% +766 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 17,373 $4.13M 0.59% -36 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 17,416 $4.12M 1.68% -215 13F-HR Timeline Mosaic Advisors LLC More: the full row for Mosaic Advisors LLC 17,406 $4.12M 5.53% -5,506 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 17,391 $4.12M 0.04% +11,373 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 17,350 $4.11M 1.17% -1,438 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 17,290 $4.09M 0.06% -310 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 17,276 $4.09M 0.18% -383 13F-HR Timeline Financial Solutions Advisory Group, Inc. More: the full row for Financial Solutions Advisory Group, Inc. 17,088 $4.08M 0.52% -321 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 17,186 $4.07M 0.66% -154 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 17,185 $4.07M 0.35% -1,329 13F-HR Timeline FMA Wealth Management, LLC More: the full row for FMA Wealth Management, LLC 17,162 $4.06M 2.6% -323 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 17,147 $4.06M 0.71% +3,440 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 17,135 $4.05M 1.91% -1,774 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 17,022 $4.03M 1.03% +525 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 17,004 $4.02M 0.24% -84 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 16,917 $4M 0.51% 0 13F-HR Timeline Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 16,879 $3.99M 3.22% +1,486 13F-HR Timeline Smith Partners Wealth Management, LLC More: the full row for Smith Partners Wealth Management, LLC 16,875 $3.99M 3.17% -2,511 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 16,867 $3.99M 0.14% +146 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 16,852 $3.99M 0.98% +952 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 16,843 $3.99M 1.69% +7,171 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 16,830 $3.98M 0.36% -205 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 16,780 $3.97M 0.99% -641 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 16,745 $3.96M 0.42% -2,138 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. 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Roy Papp & Associates, LLP 16,295 $3.86M 0.41% -450 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 16,293 $3.86M 0.35% 0 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 16,288 $3.85M 0.06% +3,121 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 16,277 $3.85M 0.71% +113 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 16,220 $3.84M 0.21% +693 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 16,079 $3.8M 1.83% -11 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 16,059 $3.8M 0.15% -1,224 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. 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