FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 5,700 $471K 0.09% +4,750 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 5,763 $470K 0.04% +4,799 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 5,688 $470K 0.12% +4,757 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 5,655 $467K 0.04% +4,712 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 5,604 $463K 0.04% 13F-HR Timeline Group Indivisible Partners More: the full row for Indivisible Partners 5,589 $462K 0.03% +4,680 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 5,580 $461K 0.18% +4,650 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 5,571 $460K 0.02% +4,671 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 5,498 $454K 0.01% +4,344 13F-HR Timeline Group Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 5,488 $453K 0.01% +4,510 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 5,472 $452K 0.01% +4,560 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 5,360 $443K 0.18% +4,642 13F-HR Timeline Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 5,355 $442K 0.2% +4,311 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 5,346 $442K 0.02% +4,386 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 5,336 $441K 0.04% +4,339 13F-HR/A Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 5,146 $440K 0.12% new 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 5,290 $437K 0.17% +5,265 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 5,264 $435K 0.07% +4,704 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 5,236 $433K 0.13% +4,537 13F-HR Timeline SMI Advisory Services, LLC More: the full row for SMI Advisory Services, LLC 5,307 $432K 0.07% new 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 5,189 $429K <0.01% +4,294 13F-HR Timeline Group INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 5,189 $429K 0.17% +4,322 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 5,178 $428K 0.27% +4,510 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 5,112 $422K 0.01% +4,281 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 5,067 $419K 0.11% +4,227 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 5,041 $416K 0.01% +2,858 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 5,033 $416K 0.11% +4,209 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 4,979 $411K 0.01% +4,485 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 4,897 $405K 0.03% +4,082 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 4,870 $402K 0.36% +4,059 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 4,868 $402K <0.01% +370 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 4,859 $401K 0.01% +4,108 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 4,829 $399K 0.01% +3,586 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 4,800 $397K <0.01% +4,000 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 4,799 $397K <0.01% +4,234 13F-HR Timeline Group Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 1,738 $396K 0.14% +988 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 4,788 $396K 0.01% +4,000 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 4,770 $394K 0.02% +3,975 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 4,740 $392K 0.24% +3,950 13F-HR Timeline New Perspectives, Inc More: the full row for New Perspectives, Inc 4,734 $391K 0.12% +4,093 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 4,654 $385K 0.02% +3,982 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 4,626 $382K 0.09% +3,816 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 4,624 $382K 0.03% +3,861 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 4,609 $381K 0.09% +3,774 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 4,536 $375K 0.02% +3,780 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 4,486 $371K 0.16% +3,738 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 4,482 $370K 0.01% +3,682 13F-HR Timeline Group GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 4,458 $368K <0.01% +3,715 13F-HR Timeline Group WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 4,447 $367K 0.07% +3,950 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 4,451 $367K 0.03% +604 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 4,430 $366K 0.09% +3,692 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 4,405 $364K 0.01% +3,878 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 4,367 $361K <0.01% new 13F-HR/A Timeline Group Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 4,350 $359K 0.22% +3,625 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 4,350 $359K 0.01% +3,593 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 4,480 $358K 0.03% +3,734 13F-HR Timeline Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 4,320 $357K <0.01% 13F-HR Timeline Group MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 4,311 $356K 0.05% +3,578 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 4,279 $354K 0.02% +3,579 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 4,272 $353K 0.09% +3,560 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 4,248 $351K 0.08% +3,540 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 4,224 $349K 0.02% +3,488 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 4,188 $346K 0.05% +3,684 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 4,182 $345K 0.02% new 13F-HR Timeline Eddie Patel Inc More: the full row for Eddie Patel Inc 4,162 $344K 0.21% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 4,152 $343K 0.01% new 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 4,129 $341K 0.01% +3,252 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 4,121 $340K 0.19% +3,329 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 4,116 $340K 0.01% +3,430 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 4,110 $340K 0.04% +3,425 13F-HR Timeline BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 4,254 $340K 0.07% -660 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 4,104 $339K <0.01% +3,420 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4,059 $335K 0.02% +3,383 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 4,056 $335K 0.21% +3,380 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 4,044 $334K 0.23% -432 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 4,032 $333K 0.04% +3,360 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 4,027 $333K 0.02% +3,356 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 4,010 $331K 0.16% +3,342 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 3,966 $328K 0.01% +3,305 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 3,928 $324K 0.01% +3,274 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 4,030 $324K 0.01% +123 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 3,906 $323K 0.04% +3,255 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 3,905 $323K 0.1% new 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 3,774 $322K 0.05% 0 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 3,894 $322K 0.03% new 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 3,896 $321K 0.02% +3,247 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 3,864 $319K 0.01% +3,220 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 3,862 $319K 0.07% +3,265 13F-HR Timeline TLWM More: the full row for TLWM 3,841 $317K 0.05% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 3,822 $316K 0.02% new 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 3,820 $316K 0.02% +2,963 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 3,803 $314K 0.07% +3,161 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 3,798 $314K 0.06% +3,165 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 3,793 $313K <0.01% -5,211 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 3,786 $313K <0.01% +2,716 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,750 $310K 0.02% +3,627 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,737 $309K 0.02% new 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3,724 $308K 0.01% +3,046 13F-HR Timeline Group Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 3,720 $307K 0.15% +3,098 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 3,714 $307K 0.06% +3,095 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 3,703 $306K 0.01% +3,160 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 3,699 $306K 0.06% new 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 3,676 $304K 0.02% +3,058 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 3,673 $303K 0.07% +3,061 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 3,666 $303K 0.02% +3,055 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 3,648 $301K 0.04% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,647 $301K 0.01% new 13F-HR Timeline Hurlow Wealth Management Group, Inc. 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More: the full row for Kovack Advisors, Inc. 3,646 $300K 0.01% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,631 $300K <0.01% +3,026 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 3,607 $298K 0.11% +3,006 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 3,604 $298K 0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 3,572 $295K 0.06% +2,977 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 3,569 $295K 0.01% +2,958 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 3,527 $291K 0.05% +2,939 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 3,522 $291K 0.01% +2,935 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 3,522 $291K 0.06% +2,935 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 3,500 $289K 0.01% new 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 3,487 $288K 0.13% +2,933 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 3,481 $288K 0.02% new 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 3,468 $287K 0.05% +2,890 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 3,450 $285K <0.01% +2,875 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 3,420 $283K 0.01% new 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 3,414 $282K 0.01% +2,830 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 3,403 $281K 0.01% +2,898 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 3,402 $281K 0.04% +2,026 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 3,390 $280K 0.12% +2,825 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 3,385 $280K 0.11% +2,821 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 3,358 $277K 0.16% +2,568 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 3,338 $276K 0.13% new 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 3,331 $275K 0.02% +2,778 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,328 $275K <0.01% +239 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,306 $273K <0.01% +2,755 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 3,300 $273K <0.01% +3,280 13F-HR Timeline Group VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 3,254 $269K 0.01% new 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 3,193 $264K 0.12% new 13F-HR/A Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 3,186 $263K 0.05% new 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 3,174 $262K 0.2% +2,645 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 3,169 $262K 0.03% new 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 3,150 $260K <0.01% +2,625 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 3,133 $259K 0.03% +2,611 13F-HR Timeline Group Apriem Advisors More: the full row for Apriem Advisors 3,114 $257K 0.02% new 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 3,090 $255K 0.02% +2,776 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 3,069 $254K 0.09% new 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 3,054 $252K <0.01% +2,258 13F-HR Timeline Group CHAPIN DAVIS, INC. 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More: the full row for Linscomb Wealth, Inc. 3,048 $252K 0.01% +2,440 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 3,031 $250K 0.02% +2,529 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 3,024 $250K <0.01% +2,520 13F-HR Timeline Group Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 3,012 $249K 0.03% +2,510 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 3,011 $249K 0.01% +2,510 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 3,000 $248K 0.07% +2,500 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 2,998 $248K 0.01% new 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 2,964 $245K 0.07% +2,469 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 2,962 $245K 0.01% +2,478 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 2,952 $244K 0.03% new 13F-HR Timeline Great Point Wealth Advisors, LLC More: the full row for Great Point Wealth Advisors, LLC 2,910 $240K 0.04% new 13F-HR Timeline Artesa Financial Group, LLC More: the full row for Artesa Financial Group, LLC 2,893 $239K 0.2% new 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 2,891 $239K 0.02% new 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 2,853 $236K 0.1% new 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 2,842 $235K 0.06% +2,327 13F-HR Timeline Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 2,842 $235K 0.16% new 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 2,826 $233K 0.06% new 13F-HR Timeline Mullooly Asset Management, Inc. More: the full row for Mullooly Asset Management, Inc. 2,802 $231K 0.07% new 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 2,784 $230K 0.02% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 2,783 $230K 0.01% +2,319 13F-HR Timeline CDM FINANCIAL COUNSELING SERVICES, INC. More: the full row for CDM FINANCIAL COUNSELING SERVICES, INC. 2,780 $230K 0.2% new 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 2,754 $228K <0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 2,725 $225K 0.04% +2,271 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 2,714 $224K 0.11% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,706 $224K 0.01% new 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 2,690 $222K 0.14% new 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 917 $222K 0.02% new 13F-HR Timeline Carroll Advisory Group, LLC More: the full row for Carroll Advisory Group, LLC 2,682 $222K 0.07% new 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,658 $220K 0.01% new 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,640 $219K 0.01% 0 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 2,640 $218K 0.06% new 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 2,640 $218K 0.08% new 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 2,633 $218K 0.04% +2,057 13F-HR Timeline Blue Line Capital, LLC / IL More: the full row for Blue Line Capital, LLC / IL 2,633 $218K 0.19% new 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 2,625 $217K 0.01% new 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 2,613 $216K 0.03% new 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 2,612 $216K 0.05% new 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 2,598 $215K <0.01% +2,030 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,592 $214K 0.01% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,568 $214K 0.01% new 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,580 $213K 0.01% new 13F-HR Timeline Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 2,580 $213K 0.08% new 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,567 $212K <0.01% new 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 2,563 $212K 0.08% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,555 $211K <0.01% new 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 2,509 $207K 0.02% new 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 2,492 $207K 0.07% new 13F-HR Timeline Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 2,494 $206K 0.04% +1,993 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 2,484 $205K 0.06% new 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 2,477 $205K 0.12% new 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 2,466 $204K 0.11% new 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 2,398 $198K 0.02% +1,998 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 2,419 $198K 0.13% 13F-HR Timeline HOERTKORN RICHARD CHARLES More: the full row for HOERTKORN RICHARD CHARLES 2,376 $196K 0.13% +1,980 13F-HR Timeline