Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 27,162 $1.36M 0.07% +9,000 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 27,050 $1.35M 0.17% +3,411 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 26,851 $1.34M 0.52% 0 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 26,837 $1.34M 0.19% +1,128 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 26,646 $1.33M 0.09% +5,044 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 26,638 $1.33M 0.25% +3,640 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 26,346 $1.33M 0.08% -2,407 13F-HR Timeline Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 26,526 $1.33M 0.46% +4,513 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 26,479 $1.33M 0.79% -562 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 26,188 $1.31M 0.62% +12,088 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 26,160 $1.31M 0.03% +15,146 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 26,088 $1.31M 1.16% +5,736 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 25,980 $1.3M 0.14% +2,004 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 25,978 $1.3M 0.14% +1,641 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 25,752 $1.29M 0.36% +19,278 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 25,745 $1.29M 0.18% -122 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 25,670 $1.29M 0.05% -13,470 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 25,635 $1.28M 0.68% +495 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 25,362 $1.27M 0.12% +16,255 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 25,199 $1.26M 0.01% -7,737 13F-HR Timeline Group FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 25,146 $1.26M 0.01% -518 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 25,109 $1.26M 0.76% +155 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 25,031 $1.25M 0.42% -6,804 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 25,000 $1.25M 0.63% 0 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 24,945 $1.25M 0.54% 0 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 24,909 $1.25M 0.15% -2,021 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 24,842 $1.24M 0.27% +89 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 24,709 $1.24M 0.02% +325 13F-HR Timeline PRAIRIEVIEW WEALTH PARTNERS, LLC More: the full row for PRAIRIEVIEW WEALTH PARTNERS, LLC 24,698 $1.24M 1.16% +12,812 13F-HR Timeline Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 24,473 $1.23M 0.36% -37 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 24,397 $1.22M 0.05% -11,592 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 24,299 $1.22M 0.13% +83 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 24,294 $1.22M 0.03% +4,340 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 24,130 $1.21M 0.05% 0 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 24,062 $1.2M <0.01% 0 13F-HR Timeline Group Veracity Capital LLC More: the full row for Veracity Capital LLC 24,020 $1.2M 0.39% 0 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 23,986 $1.2M 1.04% +8,456 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 23,936 $1.2M 0.02% -28,242 13F-HR Timeline Twele Capital Management, Inc. More: the full row for Twele Capital Management, Inc. 23,482 $1.18M 0.22% -11,166 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 23,466 $1.17M 0.35% -2,706 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 23,424 $1.17M 0.18% +4,563 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 23,387 $1.17M <0.01% -6,992 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 23,359 $1.17M 0.25% -6,034 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 23,348 $1.17M 0.57% 0 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 23,321 $1.17M 0.14% -8,885 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 23,282 $1.17M 0.21% -8,500 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 23,280 $1.17M 0.33% -139 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 23,148 $1.16M <0.01% new 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 23,119 $1.16M 0.09% -53 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 23,096 $1.16M 0.3% 0 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 22,944 $1.15M 0.12% +5,000 13F-HR Timeline Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 22,909 $1.15M 1.03% -3,170 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 22,773 $1.14M 0.17% -4,543 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 22,750 $1.14M 0.07% +2,664 13F-HR/A Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 22,732 $1.14M 0.2% -631 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 22,545 $1.13M 0.17% +98 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 22,503 $1.13M 0.14% -1,137 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 22,403 $1.12M 0.12% +1,474 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. 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More: the full row for RICHARDSON FINANCIAL SERVICES INC. 20,793 $1.04M 0.65% 0 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 20,647 $1.03M 0.71% +1,328 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 20,173 $1.03M 0.09% 0 13F-HR Timeline Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 20,588 $1.03M 0.93% -5,316 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 20,330 $1.02M 0.29% -100 13F-HR Timeline Certus Wealth Management, LLC More: the full row for Certus Wealth Management, LLC 20,389 $1.02M 0.61% -371 13F-HR Timeline Boxwood Ventures, Inc. More: the full row for Boxwood Ventures, Inc. 20,380 $1.02M 1.14% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 20,360 $1.02M 0.2% +78 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 20,330 $1.02M 0.2% +2,480 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 20,285 $1.02M 0.15% -916 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 20,253 $1.01M 0.32% -1,497 13F-HR Timeline Journey Beyond Wealth, LLC More: the full row for Journey Beyond Wealth, LLC 20,219 $1.01M 0.83% +1,683 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 20,174 $1.01M 0.4% -1,081 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 20,123 $1.01M 0.28% +428 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 20,081 $1.01M 0.61% new 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 20,036 $1M 0.16% new 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 19,784 $1M 0.33% +71 13F-HR Timeline Cyr Financial Inc. More: the full row for Cyr Financial Inc. 19,954 $999K 0.68% +1,416 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 19,868 $995K 0.12% -6,820 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 19,860 $994K 0.07% -6,157 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 19,856 $994K 0.23% +94 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 19,789 $991K 0.15% +11,700 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 19,543 $979K 0.26% +5,692 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 19,418 $972K 0.61% -206 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 19,310 $967K 0.12% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 19,295 $966K 0.75% -816 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 19,257 $964K 0.09% -204 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 19,254 $964K 0.27% +3,155 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 19,198 $961K 0.02% 0 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 19,165 $960K 0.35% +1,869 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 19,133 $959K 0.22% +1,643 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 19,112 $957K 0.06% +1,359 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 18,935 $948K 1.2% +822 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 18,834 $943K 0.2% -14,015 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 18,614 $932K 0.06% +191 13F-HR Timeline CROBAN More: the full row for CROBAN 18,521 $927K 0.62% -3,334 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 18,436 $923K 0.08% -1,055 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 18,344 $918K 0.48% +154 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 18,310 $917K 0.22% -2,976 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 18,288 $916K 0.07% -2,447 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 18,271 $915K 0.03% -775 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 18,235 $913K 0.03% 0 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 18,022 $902K 0.27% 0 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 17,978 $900K 0.22% +150 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 17,953 $899K 0.15% +10,083 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 17,947 $899K 0.08% +2 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 17,850 $894K 0.65% +1,022 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 17,771 $890K 0.02% -21,530 13F-HR Timeline Group Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 17,731 $888K 0.14% +548 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 17,695 $885K 0.41% +254 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 17,607 $882K 0.02% -4,540 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 17,585 $880K 0.06% +17,398 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 17,448 $871K 0.2% +61 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 17,314 $867K 0.03% -13,587 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 17,095 $856K 0.03% +6,000 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 17,073 $855K 0.1% +343 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 16,896 $846K 0.27% new 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 16,809 $842K 0.17% 0 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 16,780 $840K 0.4% +539 13F-HR Timeline TITAN GLOBAL CAPITAL MANAGEMENT USA LLC More: the full row for TITAN GLOBAL CAPITAL MANAGEMENT USA LLC 16,727 $837K 0.12% -4,419 13F-HR Timeline W.H. Cornerstone Investments Inc. 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DAVIDSON & CO. 16,341 $818K 0.01% -801 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 16,292 $816K 0.08% -6,109 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 16,285 $815K 0.01% new 13F-HR Timeline Group Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 16,272 $815K 0.16% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 16,115 $807K 0.07% +7,166 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 16,051 $804K 0.35% new 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 16,032 $803K 0.26% +5,614 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 15,945 $798K 0.39% -3,466 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 15,890 $796K 0.53% +11,603 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 15,851 $794K 0.27% new 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 15,796 $791K 0.08% new 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 15,772 $790K 0.36% -88 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 15,810 $787K 0.13% +15,602 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 15,714 $787K 0.16% +744 13F-HR Timeline WEALTH MANAGEMENT RESOURCES, INC. More: the full row for WEALTH MANAGEMENT RESOURCES, INC. 15,707 $786K 0.25% -510 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 15,704 $786K 0.04% +416 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 15,700 $786K 0.23% +3,751 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 15,573 $780K 0.02% +6,544 13F-HR Timeline Group Riverview Trust Co More: the full row for Riverview Trust Co 15,525 $777K 0.94% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 15,516 $777K 0.15% 0 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 15,441 $773K 0.33% -2,138 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 15,368 $769K 0.22% +544 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 15,358 $769K 0.44% +172 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 15,322 $767K 0.62% 0 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 15,320 $767K 0.28% -138 13F-HR/A Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 15,190 $761K 0.28% -7,662 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 15,172 $760K 0.48% new 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 14,938 $748K 0.69% +125 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 14,848 $742K 0.02% 0 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 14,774 $740K 0.17% +742 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 14,628 $732K 0.37% -1,111 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 14,619 $732K 0.03% 0 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 14,478 $725K 0.18% -4,813 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 14,299 $723K 0.52% -1,168 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 14,430 $723K 0.3% -144 13F-HR Timeline Northstar Group, Inc. 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More: the full row for Bond & Devick Financial Network, Inc. 13,662 $684K 0.21% -3,000 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 13,606 $681K 0.23% -3,149 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 13,599 $681K -5,638 Timeline CONSCIOUS WEALTH INVESTMENTS, LLC More: the full row for CONSCIOUS WEALTH INVESTMENTS, LLC 13,450 $679K 0.4% +2,351 13F-HR Timeline