TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 4,999 $1.64M 0.32% new 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 4,882 $1.64M 0.36% +2,687 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 4,990 $1.64M 0.73% -178 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 4,964 $1.63M 0.49% -7,360 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 4,960 $1.63M 0.14% +128 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 4,947 $1.62M 0.5% +2,945 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 4,934 $1.62M 0.61% +206 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 4,921 $1.61M 0.34% -584 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 5,279 $1.6M 0.19% 0 13F-HR Timeline Group Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 4,886 $1.6M 0.46% 0 13F-HR Timeline LBJ Family Wealth Advisors, Ltd. More: the full row for LBJ Family Wealth Advisors, Ltd. 4,870 $1.6M 0.87% 0 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 4,866 $1.6M 0.26% +135 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 4,856 $1.59M 0.18% 0 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 4,815 $1.59M 0.3% -65 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 4,830 $1.59M 0.55% +1,939 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 4,824 $1.58M 0.33% +374 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 4,815 $1.58M 0.23% 0 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 4,811 $1.58M 0.22% +246 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 4,809 $1.58M 0.65% -768 13F-HR Timeline Essex LLC More: the full row for Essex LLC 4,797 $1.57M 0.29% -151 13F-HR Timeline GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 4,773 $1.57M 0.76% 0 13F-HR Timeline Brick & Kyle, Associates More: the full row for Brick & Kyle, Associates 4,774 $1.57M 0.58% -3 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 4,772 $1.57M 0.16% +125 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 4,759 $1.56M 0.89% +4 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 4,758 $1.56M 0.4% -42 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 4,756 $1.56M 0.43% -32 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 4,755 $1.56M 0.09% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 4,752 $1.56M 0.52% +95 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 4,748 $1.56M 0.33% 0 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 4,742 $1.56M 0.33% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 4,734 $1.55M -24 Timeline VestGen Investment Management More: the full row for VestGen Investment Management 4,732 $1.55M 0.93% +393 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 4,730 $1.55M 1.07% -724 13F-HR Timeline Seneca Financial Advisors LLC More: the full row for Seneca Financial Advisors LLC 4,722 $1.55M 0.51% +12 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 4,720 $1.55M 1.15% -121 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 4,708 $1.55M 0.54% -50 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 4,690 $1.54M 0.33% -1 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 4,700 $1.54M 0.14% 0 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 4,678 $1.54M 0.61% +14 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 4,672 $1.53M 0.07% 0 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 4,653 $1.53M 0.38% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 4,664 $1.53M 0.86% +483 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 4,664 $1.53M 0.09% 0 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 4,660 $1.53M 0.38% -343 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 4,660 $1.53M 0.47% +1,267 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 4,654 $1.53M 0.23% 0 13F-HR Timeline Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 4,652 $1.53M 0.1% -300 13F-HR Timeline Group Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 4,638 $1.52M 1.36% -180 13F-HR Timeline ArborFi Advisors, LLC More: the full row for ArborFi Advisors, LLC 4,608 $1.51M 1.23% -48 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 4,604 $1.51M 1.83% -139 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 4,603 $1.51M 0.2% -11 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 4,596 $1.51M 0.44% +160 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 4,591 $1.51M 0.08% +7 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 4,589 $1.51M 0.01% -440 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 4,584 $1.5M 1.35% +272 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 4,579 $1.5M 0.02% -493 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 4,569 $1.5M 1% -887 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 4,563 $1.5M 0.26% 0 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 4,562 $1.5M 0.37% 0 13F-HR Timeline SENTINEL WEALTH MANAGEMENT, INC. More: the full row for SENTINEL WEALTH MANAGEMENT, INC. 4,523 $1.49M 1.29% 0 13F-HR Timeline CONSCIOUS WEALTH INVESTMENTS, LLC More: the full row for CONSCIOUS WEALTH INVESTMENTS, LLC 4,430 $1.49M 0.88% new 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 4,522 $1.48M 0.95% 0 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 4,513 $1.48M 0.18% -73 13F-HR Timeline Group Capital Planning LLC More: the full row for Capital Planning LLC 4,491 $1.48M 0.43% -414 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 4,503 $1.48M 1.22% 0 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 4,501 $1.48M 0.77% +918 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 4,500 $1.48M 0.18% -500 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 4,496 $1.48M 0.16% -166 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 4,481 $1.47M 0.35% +1,322 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 4,481 $1.47M 0.47% +337 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 4,480 $1.47M 0.73% +7 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 4,467 $1.47M 0.38% +82 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 4,465 $1.47M 0.27% 0 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 4,462 $1.46M 0.05% -215 13F-HR Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 4,458 $1.46M 1% -82 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 4,449 $1.46M 0.13% 0 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 4,439 $1.46M -48 Timeline EQ LLC More: the full row for EQ LLC 4,418 $1.45M 0.49% -135 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 4,408 $1.45M 0.19% -482 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 4,386 $1.44M 0.34% -77 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 4,394 $1.44M 0.61% +98 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 4,370 $1.44M 0.21% new 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 4,382 $1.44M 0.17% 0 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 4,378 $1.44M 0.32% +524 13F-HR/A Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 4,374 $1.44M 0.08% 0 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 4,373 $1.44M 0.3% -217 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,367 $1.43M 0.16% +29 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 4,338 $1.42M 0.19% +263 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 4,320 $1.42M 0.26% +417 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 4,335 $1.42M 0.55% +1 13F-HR Timeline PARAGON CAPITAL MANAGEMENT INC More: the full row for PARAGON CAPITAL MANAGEMENT INC 4,332 $1.42M 1.06% -2,000 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 4,330 $1.42M 0.06% -371 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 4,331 $1.42M 0.18% -575 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 4,327 $1.42M 0.24% 0 13F-HR Timeline Berkeley, Inc More: the full row for Berkeley, Inc 4,320 $1.42M 0.46% +5 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 4,316 $1.42M 0.99% +1 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 4,308 $1.41M 0.17% +120 13F-HR Timeline Prosperity Financial Group, Inc. group of 2 filers holding More: the full row for Prosperity Financial Group, Inc. 4,303 $1.41M +463 Timeline Bricktown Capital, LLC More: the full row for Bricktown Capital, LLC 4,300 $1.41M 0.23% 0 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 4,280 $1.4M 1.05% +102 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 4,280 $1.4M 0.39% +1 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 4,277 $1.4M 0.81% -585 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 4,276 $1.4M 0.18% +745 13F-HR Timeline BCK Partners, Inc. More: the full row for BCK Partners, Inc. 4,265 $1.4M 0.75% -51 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 4,239 $1.39M 0.12% -50 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 4,227 $1.39M 0.35% +1 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 4,224 $1.39M 0.47% +152 13F-HR Timeline Regency Capital Management Inc.\DE More: the full row for Regency Capital Management Inc.\DE 4,219 $1.38M 0.66% -15 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 4,213 $1.38M 0.17% -94 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 4,203 $1.38M 0.06% -54 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 4,198 $1.38M 0.64% -1 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 4,187 $1.37M 0.19% -1,714 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 4,179 $1.37M 0.72% +49 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 4,184 $1.37M 1.11% +2 13F-HR Timeline Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 4,177 $1.37M 0.49% -15 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 4,135 $1.37M 0.23% -144 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 4,169 $1.37M 0.37% 0 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 4,167 $1.37M 0.01% +388 13F-HR Timeline Group ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 4,163 $1.37M 0.49% +21 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 4,162 $1.37M 0.37% +236 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 4,161 $1.37M 0.58% -50 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 4,159 $1.36M 0.27% +801 13F-HR Timeline SEARCY FINANCIAL SERVICES INC /ADV More: the full row for SEARCY FINANCIAL SERVICES INC /ADV 4,153 $1.36M 0.52% 0 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 4,153 $1.36M 0.33% -1,233 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 4,150 $1.36M 0.59% -96 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 4,150 $1.36M 0.97% +219 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 4,145 $1.36M 0.21% -159 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 4,143 $1.36M 0.48% -473 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 4,139 $1.36M 0.21% +71 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 4,138 $1.36M 0.2% +457 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 4,129 $1.36M 0.48% -15 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 4,106 $1.35M 0.31% -160 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 4,104 $1.35M 0.32% +100 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 4,087 $1.34M 0.09% +56 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 4,082 $1.34M 0.07% +97 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 4,081 $1.34M 0.08% +12 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 4,058 $1.34M 0.08% +5 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 4,079 $1.34M 0.36% +380 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 4,078 $1.34M 0.3% +183 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 4,073 $1.34M 0.55% +1 13F-HR Timeline Avos Capital Management, LLC More: the full row for Avos Capital Management, LLC 4,066 $1.33M 0.62% -5,511 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 4,063 $1.33M 0.37% +9 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 4,055 $1.33M 0.29% -104 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 4,046 $1.33M 0.25% 0 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 4,044 $1.33M 0.13% -35 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 4,041 $1.33M 0.92% +3,132 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 4,038 $1.33M 0.4% +235 13F-HR Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 4,032 $1.32M 0.12% +28 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 4,353 $1.32M 0.58% +134 13F-HR Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 4,028 $1.32M -778 Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 4,026 $1.32M 0.1% +21 13F-HR Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 4,025 $1.32M 0.94% +1,923 13F-HR/A Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 4,002 $1.31M 0.18% -20 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 3,997 $1.31M 0.14% +673 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 3,994 $1.31M 1.28% +3 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 3,992 $1.31M 0.09% -71 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 3,992 $1.31M 1.21% -5 13F-HR Timeline Brickley Wealth Management More: the full row for Brickley Wealth Management 3,986 $1.31M 0.23% +206 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 3,973 $1.3M 0.18% 0 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 3,956 $1.3M 0.13% 0 13F-HR Timeline Ridgeline Wealth Planning, LLC More: the full row for Ridgeline Wealth Planning, LLC 3,946 $1.3M 0.97% +1 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 3,930 $1.29M 0.46% new 13F-HR Timeline Strategic Equity Management More: the full row for Strategic Equity Management 3,937 $1.29M 0.48% -329 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,934 $1.29M 0.08% 0 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 3,929 $1.29M 0.43% -24 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 3,927 $1.29M 0.17% +2,984 13F-HR Timeline Wolfstich Capital, LLC More: the full row for Wolfstich Capital, LLC 3,922 $1.29M 2.63% 0 13F-HR Timeline MONEYWISE, INC. More: the full row for MONEYWISE, INC. 3,922 $1.29M 0.58% -431 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 3,908 $1.28M 0.58% -19 13F-HR Timeline Hansen & Associates Financial Group, In… More: the full row for Hansen & Associates Financial Group, Inc. 3,806 $1.28M 0.54% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 3,893 $1.28M 0.06% -64 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 3,890 $1.28M 0.07% -21 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 3,888 $1.28M 0.56% +1 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 3,884 $1.27M 0.8% +101 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 3,874 $1.27M 0.18% -92 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 3,864 $1.27M 0.57% -311 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 3,860 $1.27M <0.01% +2,706 13F-HR Timeline Group Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 3,850 $1.26M 0.47% -109 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 3,850 $1.26M 0.21% +146 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 3,850 $1.26M 0.3% +208 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 3,847 $1.26M 0.23% +1 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 3,845 $1.26M 0.31% 0 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 3,835 $1.26M 0.04% +2,158 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,834 $1.26M 0.07% 0 13F-HR Timeline F&V Capital Management, LLC More: the full row for F&V Capital Management, LLC 3,831 $1.26M 0.28% +16 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 3,828 $1.26M 0.07% -269 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 3,824 $1.25M 0.05% +1,638 13F-HR Timeline SILVER OAK WEALTH ADVISORS SERVICES, LLC More: the full row for SILVER OAK WEALTH ADVISORS SERVICES, LLC 3,823 $1.25M 0.83% +5 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 3,823 $1.25M 0.65% +118 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 3,819 $1.25M 0.43% +410 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 3,818 $1.25M 0.73% 0 13F-HR Timeline Vested Financial Planning, LLC More: the full row for Vested Financial Planning, LLC 3,814 $1.25M 1.02% +802 13F-HR Timeline Citrine Capital LLC More: the full row for Citrine Capital LLC 3,812 $1.25M 0.58% -41 13F-HR Timeline Steigerwald, Gordon & Koch Inc. 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