Essex LLC More: the full row for Essex LLC 4,948 $1.5M 0.3% +628 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 4,930 $1.5M 0.35% 0 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 4,905 $1.5M 0.47% -164 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 4,916 $1.49M 0.26% +1,137 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 4,908 $1.49M 0.12% -1,082 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 4,906 $1.49M 0.2% -69 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 4,890 $1.49M 0.2% -30 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 4,886 $1.48M 0.45% +140 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 4,880 $1.48M 0.3% +912 13F-HR Timeline LBJ Family Wealth Advisors, Ltd. More: the full row for LBJ Family Wealth Advisors, Ltd. 4,870 $1.48M 0.86% 0 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 4,862 $1.48M 0.98% +1,429 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 4,856 $1.48M 0.18% -71 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 4,852 $1.48M 0.02% +2,314 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 4,841 $1.47M 1.15% -195 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 4,832 $1.47M 0.14% +56 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 4,818 $1.46M 1.28% +8 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 4,815 $1.46M 0.22% +890 13F-HR Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 4,806 $1.46M -1,289 Timeline SimpliFi, Inc. More: the full row for SimpliFi, Inc. 4,804 $1.46M 0.64% -84 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 4,799 $1.46M 0.32% +487 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 4,800 $1.46M 0.39% +1,675 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 4,788 $1.46M 0.48% +3 13F-HR Timeline GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 4,773 $1.46M 0.75% -66 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 4,777 $1.45M 1.36% -118 13F-HR Timeline SUMMIT INVESTMENT ADVISORS, INC. More: the full row for SUMMIT INVESTMENT ADVISORS, INC. 4,742 $1.45M 1.19% +25 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 4,758 $1.45M 0.54% -21 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 4,758 $1.45M -135 Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 4,755 $1.45M 0.89% +258 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 4,755 $1.45M 0.09% 0 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 4,748 $1.44M 0.34% 0 13F-HR Timeline BIP Alliance, LLC More: the full row for BIP Alliance, LLC 4,745 $1.44M 0.55% -695 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 4,743 $1.44M 1.79% 0 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 4,742 $1.44M 0.32% new 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 4,731 $1.44M 0.25% -76 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 4,711 $1.43M 0.11% +5 13F-HR Timeline Seneca Financial Advisors LLC More: the full row for Seneca Financial Advisors LLC 4,710 $1.43M 0.55% 0 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 4,691 $1.43M 0.33% +5 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 4,703 $1.43M 0.81% 0 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 4,701 $1.43M 0.07% -945 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 4,700 $1.43M 0.14% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 4,728 $1.43M 0.75% -510 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 4,695 $1.43M 0.11% -28 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 4,678 $1.42M 0.02% -284 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 4,677 $1.42M 0.05% +2,134 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 4,672 $1.42M 0.06% 0 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 4,653 $1.42M 0.36% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 4,664 $1.42M 0.09% +1 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 4,664 $1.42M 0.64% +413 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 4,662 $1.42M 0.17% +45 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 4,657 $1.42M 0.5% +184 13F-HR Timeline ArborFi Advisors, LLC More: the full row for ArborFi Advisors, LLC 4,656 $1.42M 1.25% +47 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 4,654 $1.41M 0.23% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 4,647 $1.41M 0.16% +4 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 4,622 $1.4M 0.13% +74 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 4,616 $1.4M 0.51% -150 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 4,614 $1.4M 0.21% +691 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 4,613 $1.4M 0.64% +1,088 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 4,606 $1.4M 0.1% -24 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 4,590 $1.4M 0.31% +79 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 4,584 $1.39M 0.08% -300 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 4,522 $1.39M 0.97% 0 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 4,586 $1.39M 0.19% -932 13F-HR Timeline Group Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 4,565 $1.39M 0.22% -252 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 4,563 $1.39M 0.25% +1,917 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 4,562 $1.39M 0.37% +1,423 13F-HR Timeline Ridgeline Wealth, LLC More: the full row for Ridgeline Wealth, LLC 4,559 $1.39M 1.13% +1,179 13F-HR Timeline Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 4,555 $1.38M 0.53% +3,573 13F-HR Timeline EQ LLC More: the full row for EQ LLC 4,553 $1.38M 0.54% -14 13F-HR Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 4,540 $1.38M 0.99% +1,265 13F-HR/A Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 4,539 $1.38M 0.49% 0 13F-HR Timeline SENTINEL WEALTH MANAGEMENT, INC. More: the full row for SENTINEL WEALTH MANAGEMENT, INC. 4,523 $1.38M 1.3% 13F-HR/A Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 4,525 $1.38M 0.01% +498 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 4,503 $1.37M 1.19% +446 13F-HR/A Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 4,487 $1.36M +274 Timeline Benchmark Wealth Management, LLC More: the full row for Benchmark Wealth Management, LLC 4,486 $1.36M 0.61% -100 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 4,463 $1.36M 0.33% -401 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 4,473 $1.36M 0.73% +1 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 4,467 $1.36M 0.13% -18,676 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 4,465 $1.36M 0.28% -2 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 4,450 $1.35M 0.3% -21 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 4,449 $1.35M 0.13% 0 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 4,436 $1.35M 0.42% -63 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 4,394 $1.34M 0.53% +3 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 4,385 $1.33M 0.38% 0 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 4,382 $1.33M 0.16% 0 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 4,374 $1.33M 0.08% -270 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 4,366 $1.33M 0.3% -4 13F-HR Timeline MONEYWISE, INC. More: the full row for MONEYWISE, INC. 4,353 $1.32M 0.62% +940 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 4,339 $1.32M 0.95% +76 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,338 $1.32M 0.16% -2,837 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 4,279 $1.32M 0.24% -8 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 4,334 $1.32M 0.57% 0 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 4,327 $1.32M 0.25% -77 13F-HR Timeline BCK Partners, Inc. More: the full row for BCK Partners, Inc. 4,316 $1.31M 0.77% -153 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 4,219 $1.31M 0.57% -116 13F-HR Timeline Berkeley, Inc More: the full row for Berkeley, Inc 4,315 $1.31M 0.47% -96 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 4,315 $1.31M 0.97% -20 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 4,312 $1.31M 1.25% +136 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 4,307 $1.31M 0.17% -39 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 4,304 $1.31M 0.21% +284 13F-HR Timeline Bricktown Capital, LLC More: the full row for Bricktown Capital, LLC 4,300 $1.31M 0.24% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 4,296 $1.31M 0.57% -69 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 4,277 $1.3M 1.08% 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 4,289 $1.3M 0.12% +161 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 4,289 $1.3M 0.25% +284 13F-HR Timeline Total Wealth Planning, LLC More: the full row for Total Wealth Planning, LLC 4,283 $1.3M 0.16% new 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 4,279 $1.3M 0.5% +1,408 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 4,279 $1.3M 0.36% 0 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 4,266 $1.3M 0.32% -1,035 13F-HR Timeline Strategic Equity Management More: the full row for Strategic Equity Management 4,266 $1.3M 0.48% +872 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 4,257 $1.29M 0.06% +703 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 4,246 $1.29M 0.78% -82 13F-HR Timeline Regency Capital Management Inc.\DE More: the full row for Regency Capital Management Inc.\DE 4,234 $1.29M 0.68% +10 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 4,226 $1.28M 0.36% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 4,130 $1.28M 0.8% +76 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 4,211 $1.28M 0.57% +184 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 4,199 $1.28M 0.63% +27 13F-HR Timeline Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 4,192 $1.27M 0.49% 0 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 4,188 $1.27M 0.15% +400 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 4,182 $1.27M 1.13% -176 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 4,181 $1.27M 0.89% -62 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 4,178 $1.27M 1.04% +112 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 4,175 $1.27M 0.68% -49 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 4,169 $1.27M 0.37% +69 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 4,159 $1.26M 0.3% +569 13F-HR Timeline SEARCY FINANCIAL SERVICES INC /ADV More: the full row for SEARCY FINANCIAL SERVICES INC /ADV 4,153 $1.26M 0.51% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 4,144 $1.26M 0.47% 0 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 4,144 $1.26M 0.44% 0 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 4,142 $1.26M 0.48% -284 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 4,042 $1.25M 0.45% +1,414 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 4,097 $1.25M 0.07% +268 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 4,081 $1.24M 0.02% new 13F-HR Timeline PYA Waltman Capital, LLC More: the full row for PYA Waltman Capital, LLC 4,081 $1.24M 0.36% 0 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 4,079 $1.24M 0.13% -18 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 4,075 $1.24M 0.18% +2,613 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 4,072 $1.24M 0.55% +404 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 4,072 $1.24M 0.46% +2,297 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 4,069 $1.24M 0.08% 0 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 4,068 $1.24M 0.2% +17 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 4,063 $1.23M 0.09% +1,448 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 4,054 $1.23M 0.38% 0 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 4,053 $1.23M 0.08% -197 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 4,046 $1.23M 0.24% 0 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 4,031 $1.23M 0.09% +22 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 4,022 $1.22M 0.2% -122 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 3,959 $1.22M 0.53% -126 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 4,014 $1.22M 0.11% +1,031 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 4,005 $1.22M 0.1% -1,452 13F-HR Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 4,004 $1.22M 0.14% +63 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 4,004 $1.22M 0.32% +90 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 3,912 $1.22M 0.88% +113 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 3,997 $1.21M 1.18% +62 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 3,991 $1.21M 1.29% 0 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 3,985 $1.21M 0.06% 0 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 3,973 $1.21M 0.18% 0 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 3,966 $1.21M 0.19% 0 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 3,963 $1.2M 0.03% -62 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 3,963 $1.2M 0.11% -686 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 3,957 $1.2M 0.06% +4 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 3,956 $1.2M 0.14% -40 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 3,953 $1.2M 0.49% +83 13F-HR Timeline Ridgeline Wealth Planning, LLC More: the full row for Ridgeline Wealth Planning, LLC 3,945 $1.2M 0.99% +41 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 3,943 $1.2M 0.01% -2,414 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,934 $1.2M 0.12% 0 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 3,931 $1.19M 0.93% +2 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 3,928 $1.19M 0.75% +1,866 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 3,927 $1.19M 0.63% -28 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 3,926 $1.19M 0.35% -33 13F-HR Timeline Wolfstich Capital, LLC More: the full row for Wolfstich Capital, LLC 3,922 $1.19M 2.62% +660 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 3,915 $1.19M 0.04% -252 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 3,911 $1.19M 0.07% +10 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 3,903 $1.19M 0.24% +4 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 3,895 $1.18M 0.29% +533 13F-HR Timeline Evergreen Advisors, LLC More: the full row for Evergreen Advisors, LLC 3,888 $1.18M 0.31% 0 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 3,887 $1.18M 0.54% -85 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 3,881 $1.18M 0.94% 0 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 3,829 $1.18M 0.42% -410 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 3,854 $1.17M 0.27% -72 13F-HR Timeline Citrine Capital LLC More: the full row for Citrine Capital LLC 3,853 $1.17M 0.62% -36 13F-HR Timeline Kaye Capital Management More: the full row for Kaye Capital Management 3,847 $1.17M 0.45% 0 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 3,846 $1.17M 0.23% +358 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 3,845 $1.17M 0.29% 0 13F-HR Timeline Prosperity Financial Group, Inc. group of 2 filers holding More: the full row for Prosperity Financial Group, Inc. 3,840 $1.17M +189 Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,834 $1.17M 0.08% new 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 3,826 $1.16M 0.12% 0 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 3,818 $1.16M 0.72% -380 13F-HR Timeline SILVER OAK WEALTH ADVISORS SERVICES, LLC More: the full row for SILVER OAK WEALTH ADVISORS SERVICES, LLC 3,818 $1.16M 0.84% -223 13F-HR Timeline F&V Capital Management, LLC More: the full row for F&V Capital Management, LLC 3,815 $1.16M 0.3% +20 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 3,803 $1.16M 0.39% 0 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 3,802 $1.16M 0.22% +830 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 3,791 $1.15M 0.06% -167 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 3,783 $1.15M 0.77% 0 13F-HR Timeline Brickley Wealth Management More: the full row for Brickley Wealth Management 3,780 $1.15M 0.22% +128 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 3,779 $1.15M 0.01% +15 13F-HR Timeline Group Vermillion Wealth Management, Inc. 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