Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 3,776 $2.14M 1.1% +339 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 3,774 $2.14M 0.09% +2,090 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 3,738 $2.14M 0.78% -104 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 3,767 $2.14M 1.08% +545 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 3,767 $2.14M 1.59% -127 13F-HR Timeline Private Wealth Group, LLC More: the full row for Private Wealth Group, LLC 3,758 $2.13M 1.14% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 3,757 $2.13M 0.25% -2,242 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 3,756 $2.13M -10 Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 3,753 $2.13M 0.86% -69 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 3,752 $2.13M 0.21% -261,657 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 3,725 $2.12M 0.38% +3,247 13F-HR Timeline Vienna Asset Management LLC More: the full row for Vienna Asset Management LLC 3,721 $2.11M 1.46% new 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 3,713 $2.11M 0.39% 0 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 3,712 $2.11M 0.07% +333 13F-HR Timeline PTM WEALTH MANAGEMENT, LLC More: the full row for PTM WEALTH MANAGEMENT, LLC 3,663 $2.11M 1.39% +109 13F-HR Timeline SIMS INVESTMENT MANAGEMENT, LLC More: the full row for SIMS INVESTMENT MANAGEMENT, LLC 3,709 $2.11M 0.85% -79 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 3,707 $2.11M 0.55% -472 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 3,700 $2.1M 0.01% new 13F-HR Timeline Group Summit X, LLC More: the full row for Summit X, LLC 3,700 $2.1M 0.39% +1,931 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 3,698 $2.1M 1.18% -198 13F-HR Timeline Von Berge Wealth Management Group, LLC More: the full row for Von Berge Wealth Management Group, LLC 3,625 $2.1M 1.18% +116 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 3,687 $2.09M 0.66% +254 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 3,675 $2.09M 0.36% 0 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 3,674 $2.09M 0.19% -169 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 3,667 $2.08M 0.19% +2,146 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 3,661 $2.08M 0.13% -8,237 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 3,650 $2.07M 1.16% +2,185 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 3,649 $2.07M 0.64% +106 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 3,647 $2.07M 0.23% 0 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 3,641 $2.07M 1.66% +158 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 3,639 $2.07M 0.86% +752 13F-HR Timeline Presper Financial Architects, LLC More: the full row for Presper Financial Architects, LLC 3,635 $2.06M 1.54% 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 3,633 $2.06M 1.01% -36 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 3,626 $2.06M 0.25% -84 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 3,615 $2.05M 0.2% -364 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 3,598 $2.04M 1.07% +1,101 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 3,597 $2.04M 0.71% +650 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 3,592 $2.04M 1.1% -1,869 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 3,583 $2.04M 1.11% -20 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 3,576 $2.03M 0.51% -32,769 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 3,574 $2.03M 1.73% -5 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 3,569 $2.03M 0.12% -124 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 3,563 $2.02M 0.7% -430 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 3,554 $2.02M 0.4% -193 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 3,542 $2.02M 0.04% +203 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 3,544 $2.01M 0.63% -650 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 3,538 $2.01M 0.5% +741 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 3,538 $2.01M 0.19% +264 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 3,532 $2.01M 0.07% -15 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 3,393 $2M 0.65% +252 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 3,523 $2M 0.17% -237 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 3,494 $1.98M 0.6% +6 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 3,487 $1.98M 0.22% -66 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 3,484 $1.98M 0.74% +139 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 3,481 $1.98M 0.09% +492 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 3,463 $1.97M 0.18% -282 13F-HR/A Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 3,463 $1.97M 0.71% 0 13F-HR/A Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 3,462 $1.97M 1% -117 13F-HR Timeline Shade Tree Advisors LLC More: the full row for Shade Tree Advisors LLC 3,451 $1.96M 1.71% +313 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 3,448 $1.96M 0.24% -846 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 3,424 $1.95M 0.09% +685 13F-HR Timeline Group Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 3,434 $1.95M 0.21% -371 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 3,432 $1.95M 0.07% -252 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 3,414 $1.95M 0.36% +182 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 3,425 $1.95M 0.28% +2 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 3,413 $1.94M 1.24% +242 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 3,405 $1.93M 0.56% +32 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 3,404 $1.93M 0.34% +252 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 3,393 $1.93M 0.67% +12 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 3,397 $1.93M 0.97% +607 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 3,392 $1.93M 0.7% +463 13F-HR/A Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 3,391 $1.93M 0.35% -295 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 3,388 $1.92M 0.38% -46 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 3,608 $1.92M 1.76% +1,991 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 3,377 $1.92M 0.26% +7 13F-HR Timeline Martin Worley Group More: the full row for Martin Worley Group 3,369 $1.91M 0.94% +458 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 3,368 $1.91M 0.3% +387 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 3,262 $1.91M 0.22% +398 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 3,355 $1.91M 0.72% +18 13F-HR Timeline Tamar Securities, LLC More: the full row for Tamar Securities, LLC 3,349 $1.9M 0.23% +344 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 3,345 $1.9M 0.52% +20 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 3,337 $1.9M 0.47% 0 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 3,336 $1.9M 1.08% -18 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 3,333 $1.89M 0.63% -9 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 3,318 $1.88M 0.31% 0 13F-HR Timeline RETIREMENT FINANCIAL SOLUTIONS, LLC More: the full row for RETIREMENT FINANCIAL SOLUTIONS, LLC 3,316 $1.88M 0.66% -1 13F-HR/A Timeline Granite FO LLC More: the full row for Granite FO LLC 3,315 $1.88M 1.07% 0 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 3,315 $1.88M 0.09% -34 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,312 $1.88M 0.13% 0 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 3,306 $1.88M 1.35% +1,647 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 3,298 $1.87M 1.57% +22 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 3,298 $1.87M 0.36% +199 13F-HR Timeline Virtus Wealth Solutions LLC More: the full row for Virtus Wealth Solutions LLC 3,294 $1.87M 0.39% +339 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 3,291 $1.87M 0.43% -2,376 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 3,291 $1.87M 0.72% +200 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 3,291 $1.87M 0.79% +272 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 3,289 $1.87M 0.62% -83 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 3,288 $1.87M 0.1% -17 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 3,286 $1.87M 0.15% 0 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 3,278 $1.86M 0.11% +96 13F-HR Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 3,275 $1.86M 1.57% +268 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 3,262 $1.85M 0.2% +511 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 3,253 $1.85M 1.46% +269 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 3,247 $1.84M 0.02% +60 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 3,240 $1.84M 0.37% +1,025 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 3,228 $1.83M 0.1% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,226 $1.83M 0.03% +1,898 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 3,220 $1.83M 0.33% +197 13F-HR Timeline Asset Advisors Investment Management, L… More: the full row for Asset Advisors Investment Management, LLC 3,220 $1.83M 0.18% -21 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 3,207 $1.82M 0.74% -1,490 13F-HR/A Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 3,205 $1.82M 0.05% -1,862 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 3,205 $1.82M 1.39% -218 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 3,203 $1.82M 0.64% +393 13F-HR/A Timeline Washington Trust Bank More: the full row for Washington Trust Bank 3,202 $1.82M 0.15% -116 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 3,201 $1.82M 1.29% +6 13F-HR Timeline WEALTH MANAGEMENT RESOURCES, INC. More: the full row for WEALTH MANAGEMENT RESOURCES, INC. 3,200 $1.82M 0.62% -920 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 3,188 $1.81M 1.26% -12 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 3,187 $1.81M <0.01% 0 13F-HR Timeline Group Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 3,177 $1.81M 0.92% -3,446 13F-HR Timeline Fortress Wealth Management, Inc. More: the full row for Fortress Wealth Management, Inc. 3,174 $1.8M 0.87% 0 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 3,170 $1.8M 0.22% -106 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 3,151 $1.79M 2.03% -32 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 3,147 $1.79M 0.18% +70 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 3,139 $1.78M 0.02% -2,631 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 3,135 $1.78M 0.24% +83 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 3,132 $1.78M 0.32% +143 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 3,102 $1.77M 0.34% +357 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 3,108 $1.77M 1.09% +382 13F-HR Timeline Horan Securities, Inc. More: the full row for Horan Securities, Inc. 3,106 $1.76M 0.62% +49 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 3,101 $1.76M 0.52% +3 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 3,095 $1.76M 0.24% +1 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 3,091 $1.76M 1.14% +110 13F-HR Timeline Group River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 3,090 $1.76M 0.22% -47 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 3,080 $1.75M 0.05% -167 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 3,067 $1.74M 0.45% -2,567 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 3,051 $1.73M 0.18% -53 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 3,050 $1.73M 1.1% new 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 3,048 $1.73M 0.69% +2,944 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 3,037 $1.73M 0.28% +813 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 3,024 $1.72M 1.05% 0 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 3,014 $1.72M 1.41% +289 13F-HR Timeline Hassell Wealth Management, LLC More: the full row for Hassell Wealth Management, LLC 2,944 $1.72M 0.63% -252 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 3,019 $1.72M 0.9% -177 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 3,014 $1.71M 0.26% +2,120 13F-HR Timeline Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 3,005 $1.71M 0.95% -329 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 3,003 $1.71M 0.31% +598 13F-HR Timeline Darrow Company, Inc. More: the full row for Darrow Company, Inc. 3,003 $1.7M 0.86% 0 13F-HR Timeline KMT WEALTH MANAGEMENT, LLC More: the full row for KMT WEALTH MANAGEMENT, LLC 2,996 $1.7M 1% -4,109 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,990 $1.7M 0.24% -19 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 2,971 $1.69M 1.11% +83 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 2,967 $1.69M 0.25% +108 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 2,964 $1.68M 0.23% -338 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 2,948 $1.67M 1.57% -47 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 2,888 $1.67M 0.8% -280 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 2,929 $1.66M 0.06% +582 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 2,914 $1.66M 0.69% -65 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 2,913 $1.65M 0.18% +2 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 2,912 $1.65M 0.45% +124 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 2,906 $1.65M 0.53% 0 13F-HR Timeline CFC Planning Co LLC More: the full row for CFC Planning Co LLC 2,902 $1.65M 1.59% +296 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 2,893 $1.65M 0.86% +1,819 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 2,895 $1.64M 0.03% +678 13F-HR Timeline Group Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 2,700 $1.64M 0.27% -131 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 2,885 $1.64M 0.88% +2,395 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 2,883 $1.64M 1.31% -4,198 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 2,881 $1.64M 0.11% -53 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 2,879 $1.64M 0.2% +782 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 2,870 $1.63M 0.53% +21 13F-HR Timeline Grange Capital, LLC More: the full row for Grange Capital, LLC 2,861 $1.63M 1.7% -854 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,860 $1.62M 0.04% -1,844 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 2,854 $1.62M 0.73% -281 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 2,835 $1.62M 0.27% -20 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 2,834 $1.61M 0.09% +193 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 2,831 $1.61M 1.91% +331 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 2,828 $1.61M 0.27% +83 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 2,823 $1.6M 0.45% +1,476 13F-HR Timeline Thomist Capital Management, LP More: the full row for Thomist Capital Management, LP 2,812 $1.59M 0.96% new 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 2,804 $1.59M 0.16% -16 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 2,799 $1.59M 0.09% +8 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 2,789 $1.59M 0.17% -541 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 2,798 $1.59M 0.11% new 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 2,784 $1.59M 0.63% -30 13F-HR Timeline Kooman & Associates More: the full row for Kooman & Associates 2,794 $1.59M 0.54% +1 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 2,790 $1.58M 0.64% +546 13F-HR Timeline Enterprise Bank & Trust Co More: the full row for Enterprise Bank & Trust Co 2,789 $1.58M 0.59% -71 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 2,781 $1.58M 0.09% +476 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 2,777 $1.58M 0.15% -2,102 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 2,775 $1.58M 1.07% -4 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 2,733 $1.57M 0.04% +37 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 2,750 $1.56M 0.19% -244 13F-HR Timeline Schiavi & Co LLC More: the full row for Schiavi & Co LLC 2,749 $1.56M 0.53% 0 13F-HR Timeline Corundum Group, Inc. 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