CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 5,867 $1.88M 0.72% -368 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 5,848 $1.88M 0.38% +183 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 5,751 $1.87M 0.42% -1,896 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 5,820 $1.87M 0.2% -182 13F-HR Timeline MOR Wealth Management, LLC More: the full row for MOR Wealth Management, LLC 5,820 $1.87M 0.86% +16 13F-HR Timeline Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 5,815 $1.87M 0.64% +95 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 5,812 $1.86M 0.56% +237 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 5,812 $1.86M 0.13% +1,047 13F-HR/A Timeline MB Generational Wealth, LLC More: the full row for MB Generational Wealth, LLC 5,802 $1.86M 1.03% -565 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 6,749 $1.86M 0.59% -61 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 5,782 $1.85M 1.49% 0 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 5,782 $1.85M 0.44% -660 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 5,781 $1.85M 1% +123 13F-HR Timeline Echo Wealth Management, LLC More: the full row for Echo Wealth Management, LLC 5,768 $1.85M 1.07% -196 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 5,767 $1.85M 0.8% 0 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 5,765 $1.85M 1.8% +72 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 5,761 $1.85M 0.77% -149 13F-HR Timeline OFS Enterprise LLC More: the full row for OFS Enterprise LLC 5,755 $1.85M 0.54% 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 5,745 $1.84M 0.64% -165 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 5,654 $1.84M 0.93% +5,652 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 5,732 $1.84M 1.22% +119 13F-HR Timeline TD Asset Management Inc More: the full row for TD Asset Management Inc 5,707 $1.83M <0.01% -151 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 5,700 $1.83M 0.12% -186 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 5,697 $1.83M 0.91% +2,242 13F-HR Timeline Town Capital LLC More: the full row for Town Capital LLC 5,653 $1.81M 1.47% +306 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 5,647 $1.81M 0.89% 0 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 5,645 $1.81M 0.86% -16 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 5,629 $1.81M 0.12% 0 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 5,625 $1.8M 0.18% -1,963 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 5,614 $1.8M 0.41% new 13F-HR Timeline Essex LLC More: the full row for Essex LLC 5,606 $1.8M 0.32% +729 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 5,589 $1.79M 0.57% +143 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 5,579 $1.79M 0.13% -1,919 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 5,579 $1.79M 0.36% +909 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 5,572 $1.79M 0.25% -2,276 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 5,569 $1.79M 0.72% +4,328 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 5,567 $1.79M 0.43% +502 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 5,556 $1.78M 0.27% +744 13F-HR/A Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 5,531 $1.77M 0.17% +1,827 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 5,529 $1.77M 0.08% -66 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 5,528 $1.77M 0.28% +226 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 5,528 $1.77M 0.07% -47 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 5,522 $1.77M 0.25% +841 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 5,517 $1.77M 0.95% -11 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 5,506 $1.77M 0.32% +271 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 5,026 $1.77M 0.34% -87 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 5,495 $1.76M 0.24% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 5,485 $1.76M 0.04% -29 13F-HR Timeline Group ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 5,472 $1.76M 0.5% -154 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 5,463 $1.75M 0.39% +323 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 5,462 $1.75M 0.13% -2,968 13F-HR Timeline ODonnell Financial Services, LLC More: the full row for ODonnell Financial Services, LLC 5,462 $1.75M 0.6% 0 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 5,460 $1.75M 0.22% +382 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 5,456 $1.75M 0.49% -523 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 5,451 $1.75M 0.39% -1,641 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 5,443 $1.75M 0.23% +431 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 5,412 $1.74M 0.6% -296 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 5,409 $1.74M 0.08% +125 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 5,407 $1.73M 0.2% 0 13F-HR Timeline Powerhouse Assets LLC More: the full row for Powerhouse Assets LLC 5,402 $1.73M 1.51% +339 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 5,399 $1.73M 0.17% 0 13F-HR Timeline Group Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 5,391 $1.73M 0.22% -14 13F-HR Timeline Group Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 5,390 $1.73M 0.14% -1,303 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 5,381 $1.73M 0.23% -28 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 5,380 $1.73M 0.94% +1 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 5,375 $1.72M 0.25% +475 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 5,367 $1.72M 0.07% -71 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 5,366 $1.72M 0.28% +189 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 5,356 $1.72M 0.12% +69 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 5,347 $1.72M 0.83% -6 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 5,330 $1.71M 0.93% -200 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 5,326 $1.71M 0.05% +920 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 5,297 $1.7M 0.4% -138 13F-HR Timeline CONSCIOUS WEALTH INVESTMENTS, LLC More: the full row for CONSCIOUS WEALTH INVESTMENTS, LLC 4,921 $1.7M 0.95% -58 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 5,294 $1.7M 0.07% +1,457 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 5,293 $1.7M 0.34% +474 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 5,293 $1.7M 0.88% -181 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 5,289 $1.7M 0.2% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 5,278 $1.69M 0.1% +263 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 5,272 $1.69M 1.71% 0 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 5,270 $1.69M 0.28% +2,920 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 4,632 $1.68M 1.59% -4,247 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 5,242 $1.68M 0.74% +18 13F-HR Timeline SimpliFi, Inc. More: the full row for SimpliFi, Inc. 5,239 $1.68M 0.71% +262 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 5,230 $1.68M 0.12% +4,680 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 5,230 $1.68M 0.33% +132 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 5,228 $1.68M 0.17% +3 13F-HR Timeline AtlasMark Financial, Inc More: the full row for AtlasMark Financial, Inc 5,000 $1.68M 1.08% 0 13F-HR Timeline Wealth Analytics Partners, LLC More: the full row for Wealth Analytics Partners, LLC 5,221 $1.68M 0.68% -120 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 5,213 $1.67M 0.13% +124 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 5,212 $1.67M 0.94% -1,017 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 5,211 $1.67M 0.61% +13 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 5,211 $1.67M 0.19% +155 13F-HR Timeline Group Pandowealth. LLC More: the full row for Pandowealth. LLC 5,208 $1.67M 1.46% -214 13F-HR/A Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 5,198 $1.67M 0.89% +458 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 5,195 $1.67M 0.15% -1,393 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 5,193 $1.67M 0.32% +790 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 5,171 $1.66M 0.07% +26 13F-HR Timeline Group GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 5,170 $1.66M 0.14% new 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 5,163 $1.66M 0.4% -23 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 5,155 $1.65M 0.47% -2 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 5,152 $1.65M 0.64% -235 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 5,118 $1.64M 1.19% -226 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 5,117 $1.64M 0.24% +2,108 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 5,116 $1.64M 0.6% 0 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 5,116 $1.64M 0.41% -540 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 5,111 $1.64M 0.64% -6 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 5,101 $1.64M 0.86% +4,131 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 5,099 $1.64M 0.45% -311 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 5,086 $1.63M 0.97% +951 13F-HR Timeline HWG Holdings LP More: the full row for HWG Holdings LP 5,079 $1.63M 0.43% 0 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 5,059 $1.62M 0.34% 0 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 5,057 $1.62M 0.07% +514 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 5,056 $1.62M 0.31% +369 13F-HR Timeline BCK Partners, Inc. More: the full row for BCK Partners, Inc. 5,051 $1.62M 0.87% -75 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 5,046 $1.62M 0.13% -530 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 5,045 $1.62M 0.25% +95 13F-HR Timeline LANE BROTHERS & CO INC More: the full row for LANE BROTHERS & CO INC 5,034 $1.61M 1.18% 0 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 5,029 $1.61M 1.68% +2,775 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 5,024 $1.61M 0.96% +1 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 5,019 $1.61M 0.88% 0 13F-HR Timeline GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 5,009 $1.61M 0.76% +34 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 4,968 $1.61M 0.08% -4,274 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 5,003 $1.61M 1.19% +1,093 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 4,573 $1.6M 0.51% +733 13F-HR Timeline AF Advisors, Inc. More: the full row for AF Advisors, Inc. 4,997 $1.6M 0.89% -153 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 4,997 $1.6M 0.67% +304 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 4,994 $1.6M 1.43% +19 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 4,994 $1.6M 0.18% -33 13F-HR Timeline Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 4,989 $1.6M 0.99% +1,387 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 4,983 $1.6M 0.36% -591 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 4,980 $1.6M 0.9% +352 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 4,978 $1.6M 0.06% 0 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 4,976 $1.6M 0.17% +204 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 4,967 $1.59M 0.88% -4,432 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 4,944 $1.59M 0.21% -246 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 4,942 $1.59M 0.35% +422 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 4,912 $1.58M 0.76% +1 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 4,910 $1.58M 0.42% +22 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 4,886 $1.57M 0.31% +115 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 4,885 $1.57M 0.05% -1,786 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 4,882 $1.57M 0.66% -825 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 4,878 $1.56M 0.96% +356 13F-HR Timeline Graetz Wealth LLC More: the full row for Graetz Wealth LLC 4,876 $1.56M 1.4% +23 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 4,863 $1.56M 0.21% +687 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 4,840 $1.55M 0.41% -1,303 13F-HR Timeline LITTLEJOHN FINANCIAL SERVICES, INC. More: the full row for LITTLEJOHN FINANCIAL SERVICES, INC. 4,835 $1.55M 1.17% -181 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 4,830 $1.55M 0.44% -9 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 4,828 $1.55M +503 Timeline J. Mark Nickell & Co. More: the full row for J. Mark Nickell & Co. 4,828 $1.55M 1.4% -1,417 13F-HR/A Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 4,808 $1.54M 0.56% -1 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 4,793 $1.54M 0.13% -54 13F-HR Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 4,793 $1.54M 1.03% +99 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 4,793 $1.54M 0.51% -314 13F-HR Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 4,739 $1.53M 1.39% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 4,759 $1.53M 0.38% 0 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 4,750 $1.52M 0.08% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 4,741 $1.52M 0.56% +1,529 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 4,729 $1.52M 0.6% -645 13F-HR Timeline Seneca Financial Advisors LLC More: the full row for Seneca Financial Advisors LLC 4,722 $1.51M 0.44% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 4,721 $1.51M 1% +4,180 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 4,708 $1.51M 0.41% +3,083 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 4,700 $1.51M 0.14% 0 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 4,694 $1.51M 0.31% -1,515 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 4,687 $1.5M 0.24% 0 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 4,686 $1.5M 0.63% +754 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 4,678 $1.5M 0.52% -13 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 4,673 $1.5M 0.5% -21 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 4,665 $1.5M 0.09% -416 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 4,664 $1.5M 0.97% -198 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 4,664 $1.5M 0.1% 0 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 4,653 $1.49M 0.42% 0 13F-HR Timeline Sherman Wealth Management LLC More: the full row for Sherman Wealth Management LLC 4,651 $1.49M 1.28% +14 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 4,604 $1.49M 0.18% 0 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 4,644 $1.49M 0.8% -28 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 4,641 $1.49M -94 Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 4,639 $1.49M 0.22% -1,178 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 4,627 $1.48M 0.13% -450 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 4,615 $1.48M 0.93% +176 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 4,604 $1.48M 0.18% +199 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 4,604 $1.48M 1.82% 0 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 4,602 $1.48M 0.45% -350 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 4,599 $1.48M 0.33% +80 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 4,595 $1.47M 0.06% +645 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 4,591 $1.47M 0.73% +168 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 4,590 $1.47M 0.75% +134 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 4,582 $1.47M 0.46% +18 13F-HR/A Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 4,581 $1.47M 1.09% +307 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 4,579 $1.47M 0.26% +328 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 4,576 $1.47M 0.26% -593 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 4,571 $1.47M 0.3% -66 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 4,558 $1.46M 0.01% -593 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 4,549 $1.46M 0.98% 0 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 4,548 $1.46M 0.76% +2,567 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 4,542 $1.46M 0.17% +260 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 4,328 $1.45M 0.22% +123 13F-HR Timeline SENTINEL WEALTH MANAGEMENT, INC. More: the full row for SENTINEL WEALTH MANAGEMENT, INC. 4,523 $1.45M 1.16% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 4,520 $1.45M 0.37% -608 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 4,519 $1.45M 1.01% +13 13F-HR Timeline Berkeley, Inc More: the full row for Berkeley, Inc 4,517 $1.45M 0.49% +335 13F-HR Timeline