Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 5,015 $1.38M 0.27% +264 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 5,000 $1.37M 0.2% 0 13F-HR Timeline AtlasMark Financial, Inc More: the full row for AtlasMark Financial, Inc 5,000 $1.37M 1.27% 0 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 4,991 $1.37M 0.02% -292 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 4,979 $1.37M 0.45% -131,308 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 4,977 $1.37M 0.46% +880 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 4,975 $1.37M 0.21% -46 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 4,962 $1.36M 0.02% +818 13F-HR Timeline Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 4,944 $1.36M 0.11% +3,580 13F-HR Timeline Group Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 4,925 $1.36M 0.56% +533 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 4,930 $1.35M 0.34% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 4,927 $1.35M 0.18% +95 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 4,920 $1.35M 0.19% -674 13F-HR Timeline Ashurst Perkins Coie Trust Co More: the full row for Ashurst Perkins Coie Trust Co 4,906 $1.35M 0.31% 0 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 4,895 $1.35M 1.37% -1,245 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 4,893 $1.34M +231 Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 4,891 $1.34M 0.75% +17 13F-HR Timeline SimpliFi, Inc. More: the full row for SimpliFi, Inc. 4,888 $1.34M 0.62% +461 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 4,884 $1.34M 0.4% -846 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 4,884 $1.34M 0.09% -38 13F-HR Timeline LBJ Family Wealth Advisors, Ltd. More: the full row for LBJ Family Wealth Advisors, Ltd. 4,870 $1.34M 0.85% -286 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 4,865 $1.34M 0.33% +410 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 4,864 $1.34M 0.38% -126 13F-HR Timeline GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 4,839 $1.33M 0.73% 0 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 4,839 $1.33M 0.57% +30 13F-HR Timeline Arcadia Wealth Management, Inc. More: the full row for Arcadia Wealth Management, Inc. 4,821 $1.33M 1.03% +356 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 4,818 $1.32M 0.26% +485 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 4,817 $1.32M 0.22% -177 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 4,810 $1.32M 1.09% +174 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 4,807 $1.32M 0.25% +45 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 4,805 $1.32M 0.8% +200 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 4,791 $1.32M 0.38% +204 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 4,785 $1.32M 0.49% +49 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 4,779 $1.31M 0.51% 0 13F-HR Timeline Brick & Kyle, Associates More: the full row for Brick & Kyle, Associates 4,814 $1.31M 0.6% +13 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 4,776 $1.31M 0.13% -50 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 4,766 $1.31M 0.5% -333 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 4,755 $1.31M 0.09% +600 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 4,748 $1.3M 0.33% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 4,746 $1.3M 0.44% -602 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 4,743 $1.3M 1.29% +1,739 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 4,723 $1.3M 0.11% +572 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 4,723 $1.3M 0.41% +3,652 13F-HR Timeline SUMMIT INVESTMENT ADVISORS, INC. More: the full row for SUMMIT INVESTMENT ADVISORS, INC. 4,717 $1.3M 1.15% +8 13F-HR Timeline Seneca Financial Advisors LLC More: the full row for Seneca Financial Advisors LLC 4,710 $1.29M 0.63% 0 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 4,706 $1.29M 0.11% +292 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 4,704 $1.29M 0.24% +208 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 4,703 $1.29M 0.79% +385 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 4,700 $1.29M 0.11% -120 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 4,700 $1.29M 0.13% 0 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 4,686 $1.29M 0.32% 0 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 4,672 $1.28M 0.06% +854 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 4,666 $1.28M 0.43% -256 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 4,663 $1.28M 0.09% -95 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 4,654 $1.28M 0.22% 0 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 4,653 $1.28M 0.35% +600 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 4,650 $1.28M 0.03% -1,130 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 4,649 $1.28M 0.13% 0 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 4,644 $1.28M 0.08% -71 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 4,643 $1.28M 0.16% +3,781 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 4,630 $1.27M 0.1% -339 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 4,617 $1.27M 0.17% -412 13F-HR Timeline Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 4,611 $1.27M 0.15% +126 13F-HR Timeline ArborFi Advisors, LLC More: the full row for ArborFi Advisors, LLC 4,609 $1.27M 1.26% -6 13F-HR Timeline Benchmark Wealth Management, LLC More: the full row for Benchmark Wealth Management, LLC 4,586 $1.26M 0.61% +11 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 4,572 $1.26M 0.11% +76 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 4,570 $1.26M 0.09% +2,941 13F-HR Timeline EQ LLC More: the full row for EQ LLC 4,567 $1.26M 0.59% -17 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 4,549 $1.25M 0.01% -10 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 4,548 $1.25M 0.13% +4 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 4,539 $1.25M 0.48% +177 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 4,511 $1.24M 0.29% -722 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 4,499 $1.24M 0.46% +60 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 4,497 $1.24M 0.83% -182 13F-HR Timeline ODonnell Financial Services, LLC More: the full row for ODonnell Financial Services, LLC 4,488 $1.23M 0.51% +287 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 4,485 $1.23M 0.07% +247 13F-HR Timeline Group Robinswood Financial LLC More: the full row for Robinswood Financial LLC 4,473 $1.23M 0.45% -67 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 4,472 $1.23M 0.71% +10 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 4,471 $1.23M 0.29% +179 13F-HR Timeline BCK Partners, Inc. More: the full row for BCK Partners, Inc. 4,469 $1.23M 0.77% -27 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 4,467 $1.23M 0.3% 0 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 4,463 $1.23M 0.37% new 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 4,456 $1.22M 0.47% +93 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 4,449 $1.22M 0.12% +949 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 4,426 $1.22M 0.49% -258 13F-HR Timeline Berkeley, Inc More: the full row for Berkeley, Inc 4,411 $1.21M 0.57% -189 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 4,404 $1.21M 0.23% 0 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 4,391 $1.21M 0.53% -6 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 4,385 $1.21M 0.43% -137 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 4,382 $1.2M 0.15% +203 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 4,370 $1.2M 0.29% -80 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 4,365 $1.2M 0.56% -323 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 4,359 $1.2M 0.12% +14 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 4,358 $1.2M 1.08% -576 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 4,346 $1.19M 0.19% -439 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 4,346 $1.19M 0.19% -28 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 4,335 $1.19M 0.58% +21 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 4,335 $1.19M 0.9% +1 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 4,334 $1.19M 0.56% -221 13F-HR Timeline PARAGON CAPITAL MANAGEMENT INC More: the full row for PARAGON CAPITAL MANAGEMENT INC 4,332 $1.19M 0.96% +368 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 4,328 $1.19M 0.58% -102 13F-HR Timeline Essex LLC More: the full row for Essex LLC 4,320 $1.19M 0.26% +469 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 4,315 $1.19M 0.63% -1,402 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 4,312 $1.19M 0.28% +10 13F-HR/A Timeline Bricktown Capital, LLC More: the full row for Bricktown Capital, LLC 4,300 $1.18M 0.22% new 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 4,279 $1.18M 0.36% 0 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 4,263 $1.17M 0.88% -1,421 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 4,259 $1.17M 0.31% +509 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 4,251 $1.17M 0.62% 0 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 4,250 $1.17M 0.09% -2 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 4,243 $1.17M 0.88% +293 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 4,226 $1.16M 0.37% 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 4,224 $1.16M 0.71% -20,304 13F-HR Timeline Regency Capital Management Inc.\DE More: the full row for Regency Capital Management Inc.\DE 4,224 $1.16M 0.69% -363 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 4,213 $1.16M -151 Timeline Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 4,192 $1.16M 0.46% 0 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 4,198 $1.15M 0.78% 0 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 4,187 $1.15M 0.68% +627 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 4,176 $1.15M 1.15% +508 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 4,172 $1.15M 0.64% +129 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 4,167 $1.15M 0.04% +4 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 4,156 $1.14M 0.26% 0 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 3,939 $1.14M 0.36% 0 13F-HR Timeline SEARCY FINANCIAL SERVICES INC /ADV More: the full row for SEARCY FINANCIAL SERVICES INC /ADV 4,153 $1.14M 0.49% 0 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 4,153 $1.14M 1.03% +393 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 4,150 $1.14M 0.13% new 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 4,144 $1.14M 0.24% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 4,144 $1.14M 0.44% 0 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 4,144 $1.14M 0.42% -456 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 4,141 $1.14M 0.57% -4,763 13F-HR Timeline Group Northwest Financial Advisors More: the full row for Northwest Financial Advisors 4,136 $1.14M 0.94% -373 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 4,128 $1.13M 0.11% +103 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 4,124 $1.13M 0.04% +192 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 4,100 $1.13M 0.36% +100 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 4,097 $1.13M 0.13% -21 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 4,085 $1.12M 0.62% -13,146 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 4,084 $1.12M 0.03% -1,823 13F-HR Timeline PYA Waltman Capital, LLC More: the full row for PYA Waltman Capital, LLC 4,081 $1.12M 0.35% +368 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 4,069 $1.12M 0.08% 0 13F-HR Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 3,936 $1.12M 0.26% +278 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 4,066 $1.12M 1.05% -570 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 4,057 $1.12M 1.02% 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 4,054 $1.11M 0.38% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 4,054 $1.11M 0.79% 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 4,051 $1.11M 0.2% -283 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 4,046 $1.11M 0.24% new 13F-HR Timeline SILVER OAK WEALTH ADVISORS SERVICES, LLC More: the full row for SILVER OAK WEALTH ADVISORS SERVICES, LLC 4,041 $1.11M 0.99% -32 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 4,027 $1.11M 0.55% -10 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 4,027 $1.11M 0.01% -488 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 4,025 $1.11M 0.04% -1,506 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 4,020 $1.11M 0.19% -63 13F-HR Timeline CORDA Investment Management, LLC. More: the full row for CORDA Investment Management, LLC. 4,015 $1.1M 0.09% new 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 4,522 $1.1M 1.14% 0 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 4,009 $1.1M 0.09% -3 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 4,009 $1.1M 0.46% new 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 4,005 $1.1M 0.23% 0 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 3,996 $1.1M 0.16% 0 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 3,991 $1.1M 1.21% -669 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 3,985 $1.09M 0.08% 0 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 3,980 $1.09M 0.74% +675 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 3,978 $1.09M 0.36% +2,855 13F-HR/A Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 3,973 $1.09M 0.18% +46 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 3,972 $1.09M 0.59% +1,628 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 3,968 $1.09M 0.24% -13 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 3,966 $1.09M 0.19% +1,007 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 3,959 $1.09M 0.36% -279 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 3,958 $1.09M 0.06% +1,806 13F-HR/A Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 3,955 $1.09M 0.57% -230 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 3,953 $1.09M 0.06% +1,496 13F-HR Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 3,941 $1.08M 0.14% +48 13F-HR Timeline Peirce Capital Management, LLC More: the full row for Peirce Capital Management, LLC 3,936 $1.08M 0.54% +3,168 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 3,935 $1.08M 1.16% -1,238 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,934 $1.08M 0.12% 0 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 3,929 $1.08M 0.97% +117 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 3,928 $1.08M 0.77% +788 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 3,926 $1.08M 0.27% +100 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 3,926 $1.08M 0.43% -208 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. 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