BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 7,126 $4.26M 1.86% -89 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 7,123 $4.26M 0.48% -685 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 7,120 $4.25M 2.22% -34 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 7,102 $4.24M 1.46% +503 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 7,100 $4.24M 2.51% new 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 7,088 $4.24M 3.26% -52,336 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 7,038 $4.21M 0.31% -200 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 7,035 $4.2M 0.05% +695 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 7,034 $4.2M 0.74% -940 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 7,027 $4.2M 1.09% -75 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 7,023 $4.2M 1.1% +306 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 7,015 $4.19M 0.56% -135 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 6,995 $4.18M 0.61% -330 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 6,963 $4.16M 0.21% +312 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 6,962 $4.16M 0.29% +357 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 6,945 $4.15M 2.96% +623 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 6,945 $4.15M 0.36% -4,378 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 6,934 $4.14M 1.05% +220 13F-HR Timeline Clientfirst Wealth Management, LLC More: the full row for Clientfirst Wealth Management, LLC 6,920 $4.14M 3.49% 0 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 6,916 $4.13M 0.14% -21,446 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 6,912 $4.13M 1.71% new 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 6,908 $4.13M 2.49% -825 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 6,892 $4.12M 2.23% -414 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 6,889 $4.12M 0.09% +478 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 6,246 $4.11M 0.32% -578 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 6,871 $4.11M 0.95% -60 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 6,868 $4.1M 1.68% 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 6,856 $4.1M 0.25% -572 13F-HR Timeline CV Advisors LLC More: the full row for CV Advisors LLC 6,827 $4.08M 1.11% 0 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 6,807 $4.07M 0.78% -158 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 6,804 $4.07M 0.59% -390 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 6,799 $4.06M 1.21% +223 13F-HR Timeline Sterling Group Wealth Management, LLC More: the full row for Sterling Group Wealth Management, LLC 6,777 $4.05M 1.92% +330 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 6,769 $4.04M 0.09% +151 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 6,754 $4.04M 3.46% +281 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 6,723 $4.02M 0.91% +179 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 6,713 $4.01M 1.2% -27 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 5,900 $4.01M 0.46% 0 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 6,700 $4M 1.38% +668 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 6,700 $4M 0.83% +482 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 6,694 $4M 1.65% -164 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 6,680 $3.99M 0.29% +369 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 6,677 $3.99M 3.85% +572 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 6,676 $3.99M 0.45% -584 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 6,676 $3.99M 3.58% -1,649 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 6,675 $3.99M 0.03% +210 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 6,675 $3.99M 0.55% +88 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 6,663 $3.98M 2.8% +213 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 6,654 $3.98M 0.63% +517 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 6,652 $3.97M 1.17% +3,133 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 6,645 $3.97M 0.38% +102 13F-HR Timeline CANADA LIFE ASSURANCE Co in group CANADA LIFE ASSURANCE Co More: the full row for CANADA LIFE ASSURANCE Co 6,613 $3.96M 0.01% -74,971 13F-HR Timeline Group KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 6,629 $3.96M 0.5% -231 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 6,614 $3.95M 0.52% +8 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 6,610 $3.95M 0.43% +49 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 6,608 $3.95M 0.29% +553 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 6,558 $3.92M 0.35% +1,243 13F-HR Timeline Group Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 6,548 $3.91M 0.11% +2 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 6,544 $3.91M 1.42% -96 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 6,537 $3.91M 1.43% +250 13F-HR Timeline 25 LLC More: the full row for 25 LLC 6,532 $3.9M 1.2% -479 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 6,521 $3.9M 0.54% 0 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 6,500 $3.88M 0.31% 0 13F-HR Timeline Bristlecone Value Partners, LLC More: the full row for Bristlecone Value Partners, LLC 6,487 $3.88M 3.41% new 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 6,473 $3.87M 1.82% +11 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 6,466 $3.86M 1.28% -1,384 13F-HR/A Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 6,418 $3.84M 0.32% -241 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 6,418 $3.83M 0.48% +446 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 6,414 $3.83M 0.56% +314 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 6,414 $3.83M 0.88% 0 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 6,411 $3.83M 0.09% +4,668 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 6,407 $3.83M 0.48% -628 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 6,404 $3.83M 0.14% -162 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 6,372 $3.81M 0.19% -85 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 6,337 $3.8M 1.76% +12 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 6,652 $3.78M 1.62% -3,844 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 6,295 $3.76M 0.08% +206 13F-HR Timeline Triasima Portfolio Management inc. More: the full row for Triasima Portfolio Management inc. 6,292 $3.76M 0.57% -95 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 6,287 $3.76M 2.08% +142 13F-HR Timeline Elevation Capital Advisory, LLC More: the full row for Elevation Capital Advisory, LLC 6,275 $3.75M 1.6% -5,621 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 6,230 $3.72M 1.77% +514 13F-HR Timeline NYL Investors LLC More: the full row for NYL Investors LLC 6,217 $3.71M 1.4% 0 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 6,217 $3.71M 2.21% +251 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 6,212 $3.71M 0.31% -36 13F-HR Timeline Security National Bank More: the full row for Security National Bank 6,194 $3.7M 0.54% -1,287 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 6,189 $3.7M 0.83% -204 13F-HR Timeline Vienna Asset Management LLC More: the full row for Vienna Asset Management LLC 6,182 $3.69M 2.92% +794 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 6,180 $3.69M 1.62% +613 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 6,166 $3.68M 0.47% +452 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 6,164 $3.68M 0.78% -2,257 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 6,091 $3.67M 0.27% +2,609 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 6,129 $3.66M 1.2% +177 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 6,108 $3.65M 0.75% +1,145 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 6,106 $3.65M 0.43% -356 13F-HR Timeline REDSTONE WEALTH MANAGEMENT, LLC More: the full row for REDSTONE WEALTH MANAGEMENT, LLC 6,095 $3.64M 2.9% +1 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 6,086 $3.64M 1.91% -21,842 13F-HR Timeline CALIFORNIA STATE TEACHERS RETIREMENT SY… More: the full row for CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 6,078 $3.63M <0.01% +13 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 6,078 $3.63M 1.29% -938 13F-HR Timeline Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 6,055 $3.62M 1.98% -663 13F-HR Timeline Bridgelight Financial Advisors, Inc. More: the full row for Bridgelight Financial Advisors, Inc. 6,031 $3.6M 3.06% -38 13F-HR Timeline Steelhead Wealth Management LLC More: the full row for Steelhead Wealth Management LLC 6,025 $3.6M 1.83% 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 6,022 $3.6M 0.19% -88 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 5,745 $3.59M 0.43% -2 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 6,000 $3.59M 3.52% +751 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 6,000 $3.59M 2.32% -273 13F-HR Timeline Marathon Wealth Advisors LLC More: the full row for Marathon Wealth Advisors LLC 5,999 $3.58M 1.47% -60 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 5,963 $3.56M 1.16% +220 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 5,921 $3.54M 0.15% +84 13F-HR Timeline Cauble & Harre Wealth Management, Inc. More: the full row for Cauble & Harre Wealth Management, Inc. 5,213 $3.54M 2.82% +207 13F-HR Timeline Orion Investment Co More: the full row for Orion Investment Co 5,898 $3.52M 1.12% +55 13F-HR Timeline Bakala Capital LLC More: the full row for Bakala Capital LLC 5,893 $3.52M 16.93% +19 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 5,869 $3.51M 1.63% +91 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 5,866 $3.51M 0.9% +3,043 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 5,857 $3.5M 0.5% +371 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 5,851 $3.5M 1.35% -117 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 5,845 $3.49M 1.39% -139 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 5,838 $3.49M 10.12% 0 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 5,770 $3.49M 1.29% +579 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 5,834 $3.49M 0.2% -19 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 5,833 $3.49M 0.2% +55 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 5,832 $3.48M 0.2% -119 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 5,821 $3.48M 0.5% -389 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 5,228 $3.48M 0.46% -197 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 5,820 $3.48M 0.28% +328 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 5,334 $3.48M 0.13% +1,199 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 5,899 $3.47M 2.84% +75 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 5,788 $3.46M 1.29% +888 13F-HR Timeline Vines Capital Management, LLC More: the full row for Vines Capital Management, LLC 5,785 $3.46M 3.43% -153 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 5,780 $3.45M 0.46% +47 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 5,776 $3.45M 1.64% new 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 5,770 $3.45M 2.18% -697 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 5,761 $3.44M 1.3% +7 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 5,754 $3.44M 0.28% +340 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 5,743 $3.43M 0.15% +1,055 13F-HR Timeline Shade Tree Advisors LLC More: the full row for Shade Tree Advisors LLC 5,738 $3.43M 2.46% +11 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 5,735 $3.43M 0.05% -55 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 5,724 $3.42M 0.5% new 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 5,719 $3.42M 0.65% +114 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 5,712 $3.41M 0.91% -48 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 5,711 $3.41M 1.58% -114 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 5,697 $3.4M 2.47% -189 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 5,686 $3.4M 0.17% +2,243 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 5,663 $3.38M 1.07% -9,211 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 5,662 $3.38M 0.19% -3 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 5,654 $3.38M 0.1% +123 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 5,632 $3.37M 0.44% -940 13F-HR Timeline BLUESTEM FINANCIAL ADVISORS, LLC More: the full row for BLUESTEM FINANCIAL ADVISORS, LLC 5,627 $3.36M 1.3% +293 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 5,624 $3.36M 0.09% +195 13F-HR Timeline Group Financial Council, LLC More: the full row for Financial Council, LLC 5,616 $3.36M 1.29% +464 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 5,604 $3.35M 2.09% +83 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 5,604 $3.35M 0.87% +120 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 5,601 $3.35M 1.05% +106 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 $3.34M 0.05% 0 13F-HR Timeline Group GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 5,587 $3.34M 1.47% +844 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 5,579 $3.33M 0.8% -18 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 5,573 $3.33M 0.3% +214 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 5,573 $3.33M 0.15% +444 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 5,541 $3.31M 1.83% +989 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 5,530 $3.3M 2.41% -186 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 5,529 $3.3M 0.47% 0 13F-HR Timeline Stolper Co More: the full row for Stolper Co 31,089 $3.29M 0.93% +30,620 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 5,509 $3.29M 2.33% -812 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 5,499 $3.29M 0.96% -30 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 5,477 $3.27M 0.44% +1,468 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 5,011 $3.27M 1.69% +748 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 5,464 $3.27M 0.57% -15 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 5,462 $3.26M 0.38% +344 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 5,461 $3.26M 0.69% -73 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 5,442 $3.25M 0.04% -1,721 13F-HR Timeline Group SUMMITPOINT CAPITAL MANAGEMENT More: the full row for SUMMITPOINT CAPITAL MANAGEMENT 5,185 $3.25M 4.13% 13F-HR Timeline Cedarwood Wealth LLC More: the full row for Cedarwood Wealth LLC 5,438 $3.25M 3.28% -93 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 5,427 $3.24M 0.32% -259 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 5,428 $3.24M 1.27% +37 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 5,420 $3.24M 0.08% +23 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 5,404 $3.23M 0.22% -46 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 5,401 $3.23M 3.25% +1,663 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 5,388 $3.22M 0.99% -70 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 5,374 $3.21M 0.6% 0 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 5,367 $3.21M 1.42% -288 13F-HR Timeline Kinloch Capital, LLC More: the full row for Kinloch Capital, LLC 5,365 $3.21M 1.31% -3,536 13F-HR Timeline Lee, Kelleher & Klein Wealth Management More: the full row for Lee, Kelleher & Klein Wealth Management 5,364 $3.21M 1.91% -95 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 4,967 $3.2M 0.29% +3 13F-HR Timeline Reality Financial Planning Services, LLC More: the full row for Reality Financial Planning Services, LLC 5,345 $3.19M 3.08% -31 13F-HR Timeline ROFFMAN MILLER ASSOCIATES INC /PA/ More: the full row for ROFFMAN MILLER ASSOCIATES INC /PA/ 5,344 $3.19M 0.18% +101 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 5,342 $3.19M 4.24% -6,530 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 5,342 $3.19M 0.05% +423 13F-HR Timeline Latko Wealth Management, Ltd. More: the full row for Latko Wealth Management, Ltd. 5,339 $3.19M 1.56% +183 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 5,326 $3.18M 0.14% -620 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 5,320 $3.18M 0.04% +109 13F-HR Timeline Redwood Family Wealth LLC More: the full row for Redwood Family Wealth LLC 5,310 $3.17M 3.11% -58 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 5,310 $3.17M 2.35% -148 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 5,303 $3.17M 2.73% -170 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 5,291 $3.16M 0.31% +5 13F-HR Timeline Englebert Financial Advisers, LLC More: the full row for Englebert Financial Advisers, LLC 5,283 $3.16M 3.59% +1,336 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 5,281 $3.16M 0.76% +2,466 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 5,270 $3.15M 0.79% -1 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 5,265 $3.15M 0.92% -221 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 5,255 $3.14M 19.1% new 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 5,254 $3.14M 0.99% -46 13F-HR Timeline Prosperity Advisers, LLC More: the full row for Prosperity Advisers, LLC 5,219 $3.12M 2.59% -185 13F-HR Timeline