Donor Advised Charitable Giving, Inc. More: the full row for Donor Advised Charitable Giving, Inc. 2,704 $887K 0.02% +1 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 2,697 $886K 0.05% +18 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 2,683 $882K 0.37% 0 13F-HR Timeline Miramar Capital, LLC More: the full row for Miramar Capital, LLC 2,681 $880K 0.2% -697 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 2,671 $877K 0.12% +1,164 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 2,669 $876K 0.37% -22 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 2,654 $871K 0.27% -41 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 2,647 $869K 0.13% -7,250 13F-HR Timeline Ruane, Cunniff & Goldfarb L.P. More: the full row for Ruane, Cunniff & Goldfarb L.P. 2,647 $869K 0.01% +96 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 2,646 $868K 0.09% +335 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 2,639 $866K 0.33% 0 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 2,638 $866K 0.16% -96 13F-HR Timeline VAN DEN BERG MANAGEMENT I, INC More: the full row for VAN DEN BERG MANAGEMENT I, INC 2,635 $865K 0.22% +45 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 2,630 $863K 0.19% -36 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 2,630 $863K 0.14% -36 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 2,626 $862K 0.06% -2,503 13F-HR/A Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 2,625 $861K <0.01% -1,318 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 2,623 $861K 0.12% -173 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 2,622 $860K 0.24% -5 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 2,622 $860K 0.68% -101 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 2,616 $858K 0.22% -154 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 2,613 $858K 0.1% -140 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 2,609 $856K 0.44% -384 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 2,585 $848K 0.41% 0 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 2,579 $846K 0.18% +5 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 2,564 $841K 0.26% -39 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 2,569 $840K 0.09% +327 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 2,556 $839K 0.15% -25 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 2,486 $839K 0.17% +32 13F-HR Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 2,552 $838K 0.57% +8 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 2,544 $835K 0.1% 0 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 2,540 $834K 0.72% -108 13F-HR Timeline Triune Financial Partners, LLC More: the full row for Triune Financial Partners, LLC 2,537 $833K 0.21% +75 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 2,535 $832K 0.57% 0 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 2,533 $831K 0.36% -193 13F-HR Timeline Chico Wealth RIA More: the full row for Chico Wealth RIA 2,531 $831K 0.56% -11 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 2,529 $830K 0.07% 0 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 2,529 $830K 0.33% +1,755 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 2,526 $829K 0.14% +1,540 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 2,505 $822K 0.5% 0 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 2,504 $822K 0.1% +313 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 2,500 $820K 0.17% -20 13F-HR Timeline FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 2,500 $820K 0.07% 0 13F-HR Timeline Stegner Investment Associates Inc. More: the full row for Stegner Investment Associates Inc. 2,499 $820K 0.45% 0 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 2,493 $818K 0.34% +1,593 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 2,492 $818K 0.09% -28 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 2,492 $818K 0.09% -33 13F-HR Timeline Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 2,487 $816K 0.73% +32 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 2,487 $816K 0.09% +3 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 2,483 $815K 0.14% 0 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 2,482 $814K 0.23% +1,058 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 2,481 $814K 0.17% new 13F-HR Timeline Lauer Wealth, LLC More: the full row for Lauer Wealth, LLC 2,476 $813K 0.6% -20 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 2,476 $813K 0.16% +152 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 2,472 $811K 0.02% -612 13F-HR Timeline Bienville Capital Management, LLC More: the full row for Bienville Capital Management, LLC 2,463 $811K 0.15% 0 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 2,470 $810K 0.17% +35 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 2,465 $809K 0.21% +348 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 2,462 $808K 0.2% +125 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 2,457 $806K 0.53% +35 13F-HR Timeline Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 2,456 $806K 0.65% -45 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 2,454 $805K 0.35% -4 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 2,453 $805K 0.47% +4 13F-HR Timeline Outbound Financial Inc More: the full row for Outbound Financial Inc 2,452 $805K 0.66% +40 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 2,450 $804K 0.06% +99 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 2,443 $802K 0.07% -5 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 2,439 $801K 0.28% 0 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 2,435 $799K 0.3% -94 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 2,418 $794K 0.05% +23 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2,418 $793K 0.11% +159 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 2,415 $793K <0.01% 0 13F-HR Timeline Group Bridge Creek Capital Management LLC More: the full row for Bridge Creek Capital Management LLC 2,410 $791K 0.22% +170 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 2,408 $790K 0.13% +503 13F-HR Timeline Marathon Strategic Advisors, LLC More: the full row for Marathon Strategic Advisors, LLC 2,404 $789K 0.63% -1,000 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 2,399 $787K 0.06% 0 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 2,394 $786K 0.12% -466 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 2,384 $782K 0.24% -1 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 2,364 $776K 0.33% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 2,363 $775K 0.36% +934 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 2,357 $773K 0.21% -8 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 2,350 $771K 0.14% 0 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 2,319 $769K 0.32% +159 13F-HR Timeline Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 2,341 $768K 0.45% +163 13F-HR Timeline Solutions 4 Wealth, Ltd More: the full row for Solutions 4 Wealth, Ltd 2,341 $768K 1.19% +601 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 2,334 $766K 0.22% -4,511 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 2,322 $762K 0.08% 0 13F-HR Timeline Brown Financial Advisory More: the full row for Brown Financial Advisory 2,319 $761K 0.4% -20 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 2,317 $760K 0.11% +442 13F-HR Timeline Wise Wealth Partners More: the full row for Wise Wealth Partners 2,315 $760K 1.16% 0 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 2,310 $758K 0.46% new 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 2,309 $758K 0.23% -486 13F-HR Timeline Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 2,307 $757K 0.47% -13 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 2,299 $755K 0.19% +209 13F-HR Timeline Vishria Bird Financial Group, LLC More: the full row for Vishria Bird Financial Group, LLC 2,299 $754K 0.15% 0 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 2,281 $749K 0.66% -151 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 2,274 $746K 0.41% +1,553 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 2,269 $745K 0.11% +2 13F-HR Timeline Parker Investment Management, LLC More: the full row for Parker Investment Management, LLC 2,266 $744K 0.1% +341 13F-HR Timeline Certus Wealth Management, LLC More: the full row for Certus Wealth Management, LLC 2,266 $744K 0.44% 0 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 2,265 $743K 0.18% 0 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 2,258 $741K 0.59% +476 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 14,771 $738K 0.37% +13,502 13F-HR Timeline Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 2,247 $737K 0.66% +183 13F-HR Timeline NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 2,240 $735K 0.34% 0 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 2,239 $735K 0.27% -200 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 2,227 $733K 0.11% +159 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 2,229 $732K 0.18% +548 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 2,227 $731K 0.34% -122 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 2,225 $730K 0.52% 0 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 2,221 $729K 0.2% +102 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 2,218 $728K 0.37% -10 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 2,218 $728K 0.37% -49 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 2,212 $724K 0.16% +9 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 2,206 $724K 0.28% +302 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 2,203 $723K 0.15% 0 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 2,197 $723K 0.18% +24 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 2,196 $722K 0.08% -101 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 2,195 $720K 0.41% -503 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 2,189 $718K 0.05% -132 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 2,187 $718K 0.06% -1,776 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 2,187 $718K 0.86% 0 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 2,186 $717K 0.16% 0 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 2,182 $716K 0.39% 0 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 2,179 $715K 0.55% +439 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 2,178 $715K 0.04% +47 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 2,176 $714K 0.18% -11 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 2,174 $713K 0.05% +234 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 2,172 $713K 0.06% -759 13F-HR Timeline Group Burk Holdings LLC More: the full row for Burk Holdings LLC 2,167 $711K 0.38% +932 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 2,166 $711K 0.2% +1 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 2,165 $710K 0.11% 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 2,154 $709K 0.23% -8 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 2,159 $709K 0.36% 0 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 2,158 $708K 0.12% -444 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 2,158 $708K 0.44% 0 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 2,156 $708K 0.39% +110 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 2,155 $707K 0.53% +91 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 2,150 $706K 0.05% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 2,148 $705K 0.38% 0 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 2,148 $705K 0.26% -335 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 2,145 $704K 0.19% -277 13F-HR Timeline Vantage Investment Partners, LLC More: the full row for Vantage Investment Partners, LLC 2,144 $704K 0.05% 0 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 2,123 $700K 0.31% 0 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 2,124 $697K 0.3% +5 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 2,124 $697K 0.47% -1,579 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 2,114 $696K 0.26% +18 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 2,120 $696K 0.22% -535 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 2,115 $694K 0.23% +36 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 2,107 $691K 0.28% -149 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 2,106 $691K 0.29% +57 13F-HR Timeline OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 2,105 $691K 0.68% 0 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 2,091 $686K 0.16% 0 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 2,088 $685K 0.11% 0 13F-HR Timeline Flagstone Financial Management More: the full row for Flagstone Financial Management 2,087 $685K 0.18% +22 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 2,080 $683K 0.44% +1 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 2,076 $681K 0.3% -285 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,073 $680K 0.08% -126 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 2,068 $679K 0.3% +13 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 2,066 $678K 0.09% -119 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 2,057 $675K 0.4% +31 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 2,056 $675K 0.07% -197 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 2,056 $675K 0.06% +10 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 2,052 $673K 0.09% +810 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 2,044 $673K 0.14% +6 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 2,049 $672K 0.22% +6 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 2,049 $672K 0.2% 0 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 2,049 $672K 0.13% +17 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 2,049 $672K 0.1% +45 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 2,048 $672K 0.17% +396 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 2,041 $670K 0.24% +95 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 2,039 $669K 0.15% +1 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 2,039 $669K 0.19% +33 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 18,279 $668K 0.39% +2,074 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 2,029 $668K 0.38% +189 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 2,033 $667K 0.04% -522 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 2,032 $667K 0.27% +342 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 2,030 $666K 0.38% -21,410 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 2,025 $665K 0.38% +615 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 2,023 $664K 0.09% -641 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 2,015 $661K 0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,991 $653K 0.09% 0 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 1,988 $652K 0.05% 0 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 1,986 $652K 0.35% +188 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 1,983 $651K 0.11% 0 13F-HR Timeline Guardian Partners Inc. More: the full row for Guardian Partners Inc. 1,975 $650K 0.06% 0 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 1,979 $649K 0.09% -128 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 1,973 $648K 0.05% -44 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,957 $642K 0.07% -38 13F-HR Timeline RED CRANE WEALTH MANAGEMENT, LLC More: the full row for RED CRANE WEALTH MANAGEMENT, LLC 1,956 $642K 0.54% +6 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 2,014 $641K 0.07% +6 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,952 $641K 0.11% -76 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 1,950 $640K 0.09% +34 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 1,949 $640K 0.16% 0 13F-HR Timeline Alaska Wealth Advisors, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Wealth Advisors, LLC 1,942 $637K 0.08% -139 13F-HR Timeline Group SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 1,942 $637K 0.16% +393 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 1,940 $637K 0.09% 0 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 1,939 $636K 0.19% -67 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 1,882 $636K 0.17% +150 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 1,934 $635K 0.07% +2 13F-HR Timeline Chicago Wealth Management, Inc. More: the full row for Chicago Wealth Management, Inc. 1,933 $634K 0.28% +10 13F-HR Timeline