Sherry Group, Inc. More: the full row for Sherry Group, Inc. 3,438 $1.1M 1.2% -40 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 3,437 $1.1M 0.39% +16 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 3,424 $1.1M 0.12% -1,678 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 3,419 $1.1M 0.54% +157 13F-HR Timeline Strategic Equity Management More: the full row for Strategic Equity Management 3,419 $1.1M 0.41% -270 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 3,411 $1.09M 0.01% -88 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 3,406 $1.09M 0.33% +4 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 3,406 $1.09M 0.13% +403 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 3,398 $1.09M 0.2% +3,118 13F-HR Timeline IMPACTfolio, LLC More: the full row for IMPACTfolio, LLC 3,395 $1.09M 0.46% +34 13F-HR Timeline Vavra Capital Management, LLC More: the full row for Vavra Capital Management, LLC 3,378 $1.08M 1.05% 0 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 3,440 $1.08M 0.08% -289 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 3,374 $1.08M 0.03% +11 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 3,373 $1.08M 0.19% -144 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 3,369 $1.08M 0.12% +155 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 3,368 $1.08M 0.21% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 3,365 $1.08M 0.29% +95 13F-HR Timeline PYA Waltman Capital, LLC More: the full row for PYA Waltman Capital, LLC 3,363 $1.08M 0.3% 0 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 3,360 $1.08M 1.72% 0 13F-HR Timeline Ridgeline Wealth, LLC More: the full row for Ridgeline Wealth, LLC 3,355 $1.08M 0.77% +1 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 3,349 $1.07M 0.14% +18 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 3,344 $1.07M 0.43% -377 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 3,342 $1.07M 0.46% -40 13F-HR Timeline Centennial Advisors, LLC More: the full row for Centennial Advisors, LLC 3,337 $1.07M 1.36% +1,611 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 3,337 $1.07M 0.63% -481 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 3,311 $1.07M 0.22% +954 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 3,335 $1.07M 0.37% +145 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 3,333 $1.07M 0.04% -155 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 3,320 $1.06M 0.15% -24 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 3,318 $1.06M 0.53% +451 13F-HR Timeline Group MONEYWISE, INC. More: the full row for MONEYWISE, INC. 3,315 $1.06M 0.46% -271 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $1.06M 0.46% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 3,311 $1.06M 0.17% -103 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 3,309 $1.06M 0.19% +871 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 3,303 $1.06M 0.71% 0 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 3,295 $1.06M 0.14% +17 13F-HR Timeline CORDA Investment Management, LLC. More: the full row for CORDA Investment Management, LLC. 3,294 $1.06M 0.07% -6 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 3,294 $1.06M 0.05% +11 13F-HR Timeline Team Hewins, LLC More: the full row for Team Hewins, LLC 3,283 $1.05M 0.31% 0 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 3,280 $1.05M 0.08% -1,332 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 3,276 $1.05M 0.52% +17 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 3,254 $1.04M 0.56% -14 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 3,243 $1.04M 0.1% -98 13F-HR Timeline NewCorp Financial Services, Inc. More: the full row for NewCorp Financial Services, Inc. 3,235 $1.04M 0.9% +4 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 3,226 $1.04M 0.22% -1,015 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 3,215 $1.03M 0.26% +180 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 3,213 $1.03M 0.17% -14 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 3,213 $1.03M 0.09% -894 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 3,211 $1.03M 0.24% 0 13F-HR Timeline Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 3,189 $1.02M 0.85% +1,057 13F-HR Timeline Port Capital LLC More: the full row for Port Capital LLC 3,186 $1.02M 0.05% 0 13F-HR Timeline Asset Advisors Investment Management, L… More: the full row for Asset Advisors Investment Management, LLC 3,183 $1.02M 0.1% -103 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 3,182 $1.02M 0.35% -239 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 3,174 $1.02M 0.8% -58 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 3,173 $1.02M 0.38% +334 13F-HR Timeline Group RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 3,164 $1.02M 0.16% -139 13F-HR Timeline Constant Guidance Financial LLC More: the full row for Constant Guidance Financial LLC 3,163 $1.01M 0.7% -117 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 3,154 $1.01M 0.09% +225 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 3,153 $1.01M 0.92% +21 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 3,151 $1.01M 0.39% -4 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 3,150 $1.01M 0.05% -59 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 3,149 $1.01M 0.45% 0 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 3,138 $1.01M 0.17% -21 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 3,137 $1.01M 0.11% +100 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 3,134 $1.01M 0.09% 0 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 3,130 $1M 0.5% +181 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 3,125 $1M 0.11% -112 13F-HR Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 3,122 $1M 0.35% -4 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 3,118 $1M 0.56% +10 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 3,112 $998K 0.24% +46 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 3,105 $996K 0.17% +148 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 3,088 $991K 0.3% +25 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 3,081 $988K 0.24% +566 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 3,072 $986K 0.12% 0 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 3,067 $984K 0.16% 0 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 3,023 $984K 0.37% +407 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 3,066 $983K 0.5% +156 13F-HR Timeline Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 3,064 $983K 0.1% 0 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 3,060 $982K 0.62% +1,098 13F-HR Timeline Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 3,040 $975K 0.54% +715 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 3,036 $974K 0.05% +328 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 3,034 $973K 0.89% 0 13F-HR/A Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 3,032 $973K 0.05% -32 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 3,030 $972K 0.35% 0 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 3,020 $969K 0.08% 0 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 3,008 $965K 0.06% +130 13F-HR Timeline Halter Ferguson Financial Inc. More: the full row for Halter Ferguson Financial Inc. 3,007 $965K 0.21% -74 13F-HR Timeline Commerce Advisors, LLC More: the full row for Commerce Advisors, LLC 2,995 $961K 0.81% 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 2,984 $957K 0.24% -53 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 2,978 $955K 0.05% -4 13F-HR Timeline Group INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 2,978 $955K 0.12% 0 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 2,758 $954K 0.4% -63 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 2,912 $954K 0.1% +1,560 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 2,973 $954K 0.24% -801 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 2,968 $952K 0.88% 0 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 2,966 $951K 0.28% +10 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 2,966 $951K 0.29% -160 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 2,963 $951K 0.38% -57 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 2,962 $950K 0.22% +393 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 2,959 $949K 0.49% -25 13F-HR Timeline ArborFi Advisors, LLC More: the full row for ArborFi Advisors, LLC 2,956 $948K 0.77% +7 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 2,936 $942K 0.23% -15 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 2,706 $941K 0.1% +1,603 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 2,931 $940K 0.7% +1,362 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 2,930 $940K 0.21% +2 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,929 $940K 0.31% -290 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 2,922 $938K 0.5% +5 13F-HR Timeline Envision Financial Planning, LLC More: the full row for Envision Financial Planning, LLC 2,918 $936K 0.34% 0 13F-HR Timeline Great Hill Capital LLC More: the full row for Great Hill Capital LLC 2,916 $935K 0.58% +1,301 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 2,914 $935K 0.35% 0 13F-HR Timeline Titiun Yejiel More: the full row for Titiun Yejiel 2,900 $930K 0.94% 0 13F-HR Timeline Physician Wealth Solutions Inc. More: the full row for Physician Wealth Solutions Inc. 2,896 $929K 0.38% 0 13F-HR Timeline Hudson Capital Management LLC More: the full row for Hudson Capital Management LLC 2,891 $928K 0.24% +5 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 2,891 $927K 0.13% +161 13F-HR Timeline Guardian Financial Partners, LLC More: the full row for Guardian Financial Partners, LLC 2,889 $927K 0.39% +3 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 2,889 $927K 0.07% +140 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 2,882 $925K 0.8% -2,454 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 2,882 $924K 0.09% new 13F-HR Timeline S&CO INC More: the full row for S&CO INC 2,882 $924K 0.06% 0 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 2,876 $923K 0.44% +17 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 2,871 $921K 0.05% -43 13F-HR Timeline CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 2,870 $921K 0.16% new 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 2,866 $919K 0.06% +1 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 2,865 $919K 0.21% -5 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 2,606 $919K 0.19% -353 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 2,859 $917K 0.49% -752 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 2,858 $917K 0.45% +10 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 2,852 $915K 0.33% -155 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 2,852 $915K 0.34% +90 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 2,848 $914K 0.35% 0 13F-HR Timeline Group WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 2,840 $911K 0.26% +3 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 2,830 $908K 0.53% 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 2,821 $905K 0.58% +48 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 2,820 $905K 0.17% 0 13F-HR Timeline SeedSafe Financial LLC More: the full row for SeedSafe Financial LLC 2,820 $905K 0.74% 0 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 2,819 $904K 0.12% +753 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 2,816 $904K 0.23% -282 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 2,813 $902K 0.16% +16 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 2,811 $902K 0.22% -236 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 2,810 $901K 0.14% -61 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 2,806 $900K 0.15% -4,457 13F-HR Timeline New England Professional Planning Group… More: the full row for New England Professional Planning Group Inc. 2,804 $900K 0.38% 0 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 2,801 $899K 0.25% +17 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 2,800 $898K 0.08% 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 2,795 $897K 0.49% +1 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 2,785 $893K 0.32% -402 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 2,785 $893K 0.11% +40 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 2,780 $892K 0.46% 0 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 2,778 $891K 0.18% +1,783 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 2,773 $890K 0.84% -92 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 2,771 $889K 0.09% 0 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 2,770 $889K 0.14% +1,467 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 2,770 $889K 0.11% 0 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 2,767 $888K 0.36% -48 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 2,761 $886K 0.17% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 2,760 $886K 0.56% +158 13F-HR Timeline Ruane, Cunniff & Goldfarb L.P. More: the full row for Ruane, Cunniff & Goldfarb L.P. 2,748 $882K 0.01% +70 13F-HR Timeline Polaris Investment Advisors, LLC More: the full row for Polaris Investment Advisors, LLC 2,745 $881K 0.64% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 2,724 $874K 0.7% -609 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 2,724 $874K 0.57% -179 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 2,723 $874K 0.13% -605 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 2,723 $874K 0.34% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 2,723 $874K 0.38% -266 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 2,718 $872K 0.07% +268 13F-HR Timeline Henderson Brothers Financial Partners, … More: the full row for Henderson Brothers Financial Partners, LLC 2,716 $871K 0.22% 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 2,716 $871K 0.26% -37 13F-HR Timeline Todd Wealth Management, LLC More: the full row for Todd Wealth Management, LLC 2,714 $871K 0.79% -4 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 2,714 $871K 0.22% +100 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 2,711 $870K 0.4% +199 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 2,707 $868K 0.48% -1 13F-HR Timeline Miramar Capital, LLC More: the full row for Miramar Capital, LLC 2,705 $868K 0.19% -8 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 2,705 $868K 0.16% -9 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 2,701 $866K 0.27% -77 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 2,699 $866K 0.36% +169 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 2,696 $865K 0.73% -204 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 2,696 $865K 0.58% +106 13F-HR Timeline Mueller Wealth, LLC More: the full row for Mueller Wealth, LLC 2,694 $864K 0.69% -15 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 2,689 $863K 0.22% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 2,689 $863K 0.08% -100 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 2,688 $862K 0.07% -2,120 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 2,688 $862K 0.59% +153 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 2,683 $861K 0.35% 0 13F-HR Timeline Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 2,675 $858K 0.06% -2,977 13F-HR Timeline Group Able Wealth Management LLC More: the full row for Able Wealth Management LLC 2,671 $857K 0.23% +177 13F-HR Timeline Evergreen Advisors, LLC More: the full row for Evergreen Advisors, LLC 2,663 $854K 0.2% -36 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 2,659 $853K 0.12% +74 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 2,646 $849K 0.1% 0 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 2,644 $848K 0.34% +3 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 2,642 $848K 0.19% -24 13F-HR Timeline VAN DEN BERG MANAGEMENT I, INC More: the full row for VAN DEN BERG MANAGEMENT I, INC 2,639 $847K 0.19% +57 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 2,601 $846K 0.52% 0 13F-HR Timeline J.M. Arbour, LLC More: the full row for J.M. Arbour, LLC 2,633 $845K 0.81% +67 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 2,631 $844K 0.15% -30 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 2,630 $844K 0.47% +105 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 2,630 $844K 0.04% +89 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 2,620 $840K 0.23% -40 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 2,615 $839K 0.05% +25 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 2,614 $839K 0.17% +294 13F-HR Timeline Junk Investment Group, LLC More: the full row for Junk Investment Group, LLC 2,614 $839K 0.44% 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,604 $836K 0.06% -103 13F-HR Timeline