Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 7,102 $4.45M 1.15% -353 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 7,035 $4.44M 0.55% +220 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 7,016 $4.4M 1.95% -372 13F-HR Timeline 25 LLC More: the full row for 25 LLC 7,011 $4.4M 1.4% -579 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 6,991 $4.38M 1.63% +26 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 6,975 $4.37M 1.65% 0 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 6,965 $4.37M 0.88% -111 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 6,931 $4.35M 1.03% +263 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 6,923 $4.34M 3.9% -854 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 6,920 $4.34M 2.23% -45 13F-HR Timeline Clientfirst Wealth Management, LLC More: the full row for Clientfirst Wealth Management, LLC 6,920 $4.34M 3.48% 0 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 6,893 $4.32M 0.08% -387 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 6,874 $4.31M 2.1% +2,920 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 6,860 $4.3M 0.59% -2 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 6,858 $4.3M 1.76% +69 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 6,847 $4.29M 2.03% +9 13F-HR Timeline CV Advisors LLC More: the full row for CV Advisors LLC 6,827 $4.28M 1.09% +26 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 6,824 $4.28M 0.37% +2,418 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 6,800 $4.26M 0.47% -986 13F-HR Timeline CFC Planning Co LLC More: the full row for CFC Planning Co LLC 6,780 $4.25M 3.27% +2,662 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 6,773 $4.25M 0.11% -7,382 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 6,740 $4.23M 1.27% -65 13F-HR Timeline Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 6,718 $4.21M 2.05% 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 6,714 $4.21M 1.08% +1,232 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 6,717 $4.19M 0.94% +851 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 6,659 $4.18M 0.37% +906 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 6,651 $4.17M 0.22% -536 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 6,650 $4.17M 0.22% +273 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 6,640 $4.16M 1.43% -1 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 6,618 $4.15M 0.09% +270 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 6,613 $4.15M 1.66% -90 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 6,606 $4.14M 0.55% -231 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 6,605 $4.14M 0.28% +82 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 6,599 $4.14M 1.49% +239 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 6,587 $4.13M 0.56% -937 13F-HR Timeline Pandowealth. LLC More: the full row for Pandowealth. LLC 106,976 $4.12M 3.79% 13F-HR/A Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 6,576 $4.12M 1.26% -31 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 6,572 $4.12M 0.48% +180 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 6,566 $4.12M 0.15% +4,974 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 6,561 $4.12M 0.43% -415 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 6,551 $4.11M 0.17% -255 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 6,546 $4.1M 0.12% +377 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 6,544 $4.1M 1% +1,674 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 6,543 $4.1M 0.4% -7 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 6,521 $4.09M 0.54% -25 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 6,509 $4.08M 1.37% +3,303 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 6,500 $4.08M 0.28% -70 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 6,473 $4.06M 3.61% +303 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 6,467 $4.06M 2.48% -263 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 6,465 $4.05M 0.03% +914 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 6,462 $4.05M 0.48% -2,164 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 6,462 $4.05M 1.84% +1,583 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 6,457 $4.05M 0.2% -39 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 6,450 $4.05M 2.95% +209 13F-HR Timeline Sterling Group Wealth Management, LLC More: the full row for Sterling Group Wealth Management, LLC 6,447 $4.04M 1.96% +66 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 6,414 $4.02M 0.92% -11 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 6,411 $4.02M 0.08% +480 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 6,401 $4.01M 1.23% +1 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 6,393 $4.01M 0.9% -363 13F-HR Timeline Triasima Portfolio Management inc. More: the full row for Triasima Portfolio Management inc. 6,387 $4.01M 0.6% +44 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 6,344 $3.98M 0.32% +75 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 6,340 $3.98M 0.04% -1,159 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 6,325 $3.97M 1.89% +7 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 6,322 $3.96M 3% +1,059 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 6,321 $3.96M 2.93% 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 6,311 $3.96M 0.28% +686 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 6,310 $3.96M 2.44% -630 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 6,287 $3.94M 1.51% +631 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 6,273 $3.93M 2.43% +1 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 6,270 $3.93M 1.2% +511 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 6,248 $3.92M 0.32% -2 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 6,218 $3.9M 0.86% 13F-HR Timeline NYL Investors LLC More: the full row for NYL Investors LLC 6,217 $3.9M 1.32% 0 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 6,210 $3.89M 0.54% -468 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 6,172 $3.87M 1.63% +954 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 6,145 $3.85M 2.41% 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 6,143 $3.85M 2.31% +473 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 6,137 $3.85M 0.7% +293 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 6,135 $3.85M 0.74% +3,785 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 6,130 $3.84M 0.17% +630 13F-HR Timeline Group Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 6,128 $3.84M 2.7% +110 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 59,424 $3.84M 2.96% +51,085 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 6,110 $3.83M 0.19% -42 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 6,105 $3.83M 3.8% 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 6,100 $3.83M 0.58% +158 13F-HR Timeline REDSTONE WEALTH MANAGEMENT, LLC More: the full row for REDSTONE WEALTH MANAGEMENT, LLC 6,094 $3.82M 3.02% 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 6,089 $3.82M 0.08% +57 13F-HR Timeline Bridgelight Financial Advisors, Inc. More: the full row for Bridgelight Financial Advisors, Inc. 6,069 $3.81M 3.24% 13F-HR Timeline CALIFORNIA STATE TEACHERS RETIREMENT SY… More: the full row for CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 6,065 $3.8M <0.01% new 13F-HR Timeline Marathon Wealth Advisors LLC More: the full row for Marathon Wealth Advisors LLC 6,059 $3.8M 1.51% 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 6,055 $3.8M 0.24% -180 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 6,032 $3.78M 1.31% +683 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 5,984 $3.75M 1.54% +527 13F-HR Timeline Pacific Park Financial, Inc. More: the full row for Pacific Park Financial, Inc. 5,979 $3.75M 2.34% 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 5,972 $3.75M 0.51% -50 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 5,968 $3.74M 1.32% +349 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 5,966 $3.74M 2.45% -45 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 5,952 $3.73M 1.24% +216 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 5,951 $3.73M 0.2% -407 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 5,900 $3.73M 0.48% +2 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 5,946 $3.73M 0.17% 13F-HR Timeline Vines Capital Management, LLC More: the full row for Vines Capital Management, LLC 5,938 $3.72M 3.63% 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 5,886 $3.69M 3.3% 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 5,878 $3.69M 0.09% +2,232 13F-HR Timeline EAGLE CAPITAL MANAGEMENT LLC More: the full row for EAGLE CAPITAL MANAGEMENT LLC 5,875 $3.68M 0.01% new 13F-HR Timeline Bakala Capital LLC More: the full row for Bakala Capital LLC 5,874 $3.68M 17.42% +68 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sankala Group LLC More: the full row for Sankala Group LLC 5,824 $3.67M 2.94% 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 5,853 $3.67M 0.21% +479 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 5,747 $3.67M 0.47% +19 13F-HR Timeline Orion Investment Co More: the full row for Orion Investment Co 5,843 $3.66M 1.12% +130 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 5,838 $3.66M 10.28% -290 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 5,837 $3.66M 0.15% +34 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 5,825 $3.65M 1.7% -169 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 5,791 $3.63M 0.87% -11 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 5,790 $3.63M 0.06% +14 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 5,778 $3.62M 1.71% -360 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 5,778 $3.62M 0.21% +1,735 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 5,768 $3.62M 0.62% -4,977 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 5,760 $3.61M 0.98% +22 13F-HR Timeline Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 5,757 $3.61M 1.41% +1 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 5,754 $3.61M 1.3% -39 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 5,743 $3.6M 1.21% +778 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 5,733 $3.6M 0.47% +240 13F-HR Timeline Shade Tree Advisors LLC More: the full row for Shade Tree Advisors LLC 5,727 $3.59M 2.73% +2,265 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 5,716 $3.58M 2.48% -136 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 5,716 $3.58M 1.81% +419 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 5,714 $3.58M 0.46% +644 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 5,686 $3.57M 0.34% -117 13F-HR Timeline OPAL CAPITAL LLC More: the full row for OPAL CAPITAL LLC 5,585 $3.56M 0.89% 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 5,694 $3.55M 1.63% +1,308 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 5,665 $3.55M 0.24% 0 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 5,655 $3.55M 1.56% -98 13F-HR Timeline Cedarwood Wealth LLC More: the full row for Cedarwood Wealth LLC 5,531 $3.52M 3.93% 13F-HR Timeline MCMORGAN & CO LLC More: the full row for MCMORGAN & CO LLC 5,615 $3.52M 0.58% -111 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 5,605 $3.52M 0.71% +655 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 5,597 $3.51M 0.85% -256 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 5,589 $3.51M 0.05% -28 13F-HR Timeline Group Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 5,573 $3.5M 1.01% -369 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 5,567 $3.49M 1.64% +645 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 5,563 $3.49M 1.15% +295 13F-HR Timeline Argo Wealth Advisory, LLC More: the full row for Argo Wealth Advisory, LLC 5,563 $3.49M 2.09% 13F-HR Timeline Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 5,556 $3.48M 0.33% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 5,534 $3.47M 0.73% +12 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 5,425 $3.47M 0.54% -5,563 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 5,531 $3.47M 0.09% +419 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 5,529 $3.47M 1.01% -1 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 5,529 $3.47M 0.51% +360 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 5,495 $3.45M 1.1% -577 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 5,492 $3.45M 0.27% +109 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 5,486 $3.44M 3.98% 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 5,486 $3.44M 1.09% -52 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 5,486 $3.44M 0.49% -324 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 5,484 $3.44M 0.94% +128 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 5,479 $3.44M 0.57% -395 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 5,473 $3.43M 2.59% +426 13F-HR Timeline Lee, Kelleher & Klein Wealth Management More: the full row for Lee, Kelleher & Klein Wealth Management 5,459 $3.42M 2.04% -61 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 5,458 $3.42M 1.04% -78 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 5,458 $3.42M 2.25% -1,295 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 5,450 $3.42M 0.27% -97 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 5,441 $3.41M 1.2% +244 13F-HR Timeline Goodwin Investment Advisory More: the full row for Goodwin Investment Advisory 5,437 $3.41M 3.74% +303 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 5,429 $3.4M 0.09% +265 13F-HR/A Timeline Group CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 5,428 $3.4M 0.86% -686 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 5,414 $3.4M 0.29% -567 13F-HR/A Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 5,408 $3.39M <0.01% +2,520 13F-HR Timeline Group MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 5,406 $3.39M 0.72% +1,770 13F-HR Timeline Prosperity Advisers, LLC More: the full row for Prosperity Advisers, LLC 5,404 $3.39M 2.8% 13F-HR Timeline TCI Wealth Advisors, Inc. 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More: the full row for RICHARDSON FINANCIAL SERVICES INC. 5,521 $3.3M 1.07% +109 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 5,249 $3.29M 3.28% 13F-HR Timeline ROFFMAN MILLER ASSOCIATES INC /PA/ More: the full row for ROFFMAN MILLER ASSOCIATES INC /PA/ 5,243 $3.29M 0.18% new 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 5,243 $3.29M 2.25% +453 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 5,191 $3.28M 1.23% +2,584 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 5,211 $3.27M 0.04% +57 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 5,199 $3.26M 0.97% +70 13F-HR Timeline Capital CS Group, LLC More: the full row for Capital CS Group, LLC 5,167 $3.24M 5.13% +214 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 5,166 $3.24M <0.01% -6,134 13F-HR Timeline Latko Wealth Management, Ltd. 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