Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 7,002 $1.92M 0.73% -179 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 6,995 $1.92M 0.57% +131 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 6,919 $1.9M 1.55% +9 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 6,901 $1.9M 0.89% +2 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 6,876 $1.89M 0.02% -1,360 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 6,832 $1.88M 0.51% -205 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 6,807 $1.87M <0.01% +2,098 13F-HR Timeline Group Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 6,780 $1.86M 0.48% -250 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 6,775 $1.86M 0.72% -27 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 6,754 $1.86M 1.44% +696 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 6,729 $1.85M 0.6% +59 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 6,722 $1.85M 0.24% +328 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 6,723 $1.85M <0.01% -238 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 6,722 $1.85M 0.19% +308 13F-HR Timeline NWK Group, Inc. More: the full row for NWK Group, Inc. 6,711 $1.84M 0.84% 0 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 6,698 $1.84M 0.59% +332 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 6,684 $1.84M 1.4% +309 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 6,656 $1.83M 0.51% -9 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 6,653 $1.83M 0.33% +240 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 6,663 $1.82M 0.06% +407 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 6,607 $1.82M 0.68% -45 13F-HR Timeline Group L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 6,596 $1.81M 0.22% +12 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 6,587 $1.81M 0.53% -283 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 6,578 $1.81M 0.77% -256 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 6,577 $1.81M 0.12% -1,470 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 6,576 $1.81M 0.22% -500 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 6,557 $1.8M 0.37% -215 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 6,543 $1.8M 0.63% +823 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 6,531 $1.79M 0.11% -236 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 6,505 $1.79M 0.45% -36 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 6,502 $1.79M 1.2% -2,926 13F-HR/A Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 6,484 $1.78M 0.02% +444 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 6,442 $1.77M 1.18% -583 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 6,407 $1.76M 0.21% +164 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 6,406 $1.76M 0.24% -337 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 6,400 $1.76M <0.01% -4,100 13F-HR Timeline MB Generational Wealth, LLC More: the full row for MB Generational Wealth, LLC 6,367 $1.75M 1.31% 0 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 6,364 $1.75M 0.85% +1,306 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 6,364 $1.75M 0.19% -201 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 6,361 $1.75M 0.49% +113 13F-HR Timeline IronBridge Private Wealth, LLC More: the full row for IronBridge Private Wealth, LLC 6,360 $1.75M 0.69% +22 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 6,357 $1.75M 0.01% -1,236 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 6,348 $1.74M 1.88% -37 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 6,321 $1.74M 0.42% +784 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 6,316 $1.74M 0.83% +184 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 6,295 $1.73M 0.15% -115 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 6,293 $1.73M 0.17% +788 13F-HR/A Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 6,289 $1.73M 0.97% +16 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 6,283 $1.73M 0.36% -44 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 6,278 $1.73M 0.82% 0 13F-HR Timeline Busey Bank More: the full row for Busey Bank 6,265 $1.72M 0.06% +38 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 6,252 $1.72M 1.45% -259 13F-HR Timeline Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 6,235 $1.71M 1.08% -50 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 6,225 $1.71M 0.16% -320 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 6,219 $1.71M 1.14% +40 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 6,211 $1.71M 0.48% -249 13F-HR Timeline ACAS, LLC More: the full row for ACAS, LLC 6,212 $1.71M 1.3% +117 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 6,201 $1.7M 0.08% -953 13F-HR Timeline Group Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 6,191 $1.7M 0.25% -14 13F-HR Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 6,184 $1.7M 0.38% +19 13F-HR Timeline LITTLEJOHN FINANCIAL SERVICES, INC. More: the full row for LITTLEJOHN FINANCIAL SERVICES, INC. 6,180 $1.7M 1.34% -830 13F-HR Timeline FSA Investment Group, LLC More: the full row for FSA Investment Group, LLC 6,180 $1.7M 1.45% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 6,181 $1.7M 0.65% -22 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 6,173 $1.7M 0.02% -244 13F-HR Timeline Echo Wealth Management, LLC More: the full row for Echo Wealth Management, LLC 6,164 $1.69M 1.14% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 6,154 $1.69M 0.95% 0 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 6,128 $1.68M 1.3% -2,726 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 6,120 $1.68M 0.64% -433 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 6,114 $1.68M 0.06% -82 13F-HR Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 6,095 $1.68M +205 Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 6,094 $1.67M 0.24% +163 13F-HR Timeline AHL INVESTMENT MANAGEMENT, INC. More: the full row for AHL INVESTMENT MANAGEMENT, INC. 6,092 $1.67M 1.15% -67 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 6,085 $1.67M 1.25% +3,847 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 6,083 $1.67M 0.25% +46 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 6,076 $1.67M 0.14% new 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 6,047 $1.66M 0.15% -150 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 6,046 $1.66M 2.18% -5,829 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 6,044 $1.66M 0.43% -29 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 6,005 $1.65M 0.13% +12 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 5,991 $1.65M 0.33% +1,094 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 5,990 $1.65M 0.15% +193 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 5,980 $1.64M 0.71% -196 13F-HR Timeline Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 5,950 $1.64M 0.93% +33 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 5,972 $1.64M 0.64% +62 13F-HR Timeline CNB Bank More: the full row for CNB Bank 5,969 $1.64M 0.83% 0 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 5,960 $1.64M 0.57% -969 13F-HR Timeline FIDUCIARY COUNSELLING INC More: the full row for FIDUCIARY COUNSELLING INC 5,957 $1.64M 4.02% +196 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 6,098 $1.64M 0.88% -966 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 5,948 $1.63M 0.33% +372 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 5,932 $1.63M 0.66% +2,429 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 5,922 $1.63M 0.1% -99 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 5,921 $1.63M 0.55% +620 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 5,917 $1.63M 1.47% -32 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 5,913 $1.63M 0.86% -28 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 5,908 $1.62M 0.67% -78 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 5,906 $1.62M 0.12% +1,152 13F-HR/A Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 5,899 $1.62M 0.57% +870 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 5,900 $1.62M 0.13% -800 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 5,884 $1.62M 0.45% +111 13F-HR Timeline HWG Holdings LP More: the full row for HWG Holdings LP 5,878 $1.62M 0.72% new 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 5,869 $1.61M 0.12% +150 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 5,868 $1.61M 0.25% +168 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 5,860 $1.61M 0.16% +54 13F-HR Timeline TD Asset Management Inc More: the full row for TD Asset Management Inc 5,858 $1.61M <0.01% +1,499 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 5,831 $1.6M 0.15% +155 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 5,829 $1.6M 1.39% -1,516 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 5,828 $1.6M 0.19% +418 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 5,822 $1.6M 0.73% -1,431 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 5,812 $1.6M 1.27% +3,914 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 5,808 $1.6M 0.62% -169 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 5,802 $1.59M 1.31% +18 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 5,798 $1.59M 0.6% -4 13F-HR Timeline Cook Wealth, LLC More: the full row for Cook Wealth, LLC 5,776 $1.59M 0.77% -5,041 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 5,767 $1.59M 0.76% +179 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 5,740 $1.58M 0.71% +2 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 5,735 $1.58M 0.3% +3,519 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 5,715 $1.57M 0.1% -194 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 5,706 $1.57M 0.82% -568 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 5,690 $1.56M 1.33% -575 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 5,688 $1.56M 0.21% +639 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 5,680 $1.56M 1.91% +4 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 5,676 $1.56M 0.06% +109 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 5,905 $1.56M 0.39% +505 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 5,650 $1.55M 0.59% +306 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 5,646 $1.55M 0.08% +1,311 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 5,638 $1.55M 0.24% -76 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 5,634 $1.55M 0.58% -9 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 5,590 $1.54M 0.25% -204 13F-HR Timeline Group Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 5,588 $1.54M 0.21% 0 13F-HR Timeline US FINANCIAL ADVISORS, LLC More: the full row for US FINANCIAL ADVISORS, LLC 5,584 $1.53M 0.45% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 5,580 $1.53M 0.2% -5,007 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 5,577 $1.53M 0.71% new 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 5,559 $1.53M 0.06% -239 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 5,631 $1.53M 0.81% -1,045 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 5,548 $1.52M 0.13% +5,543 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 5,543 $1.52M 0.91% -199 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 5,523 $1.52M 0.38% +473 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 5,518 $1.52M 0.23% +1,538 13F-HR Timeline Group Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 5,515 $1.52M 0.09% +314 13F-HR/A Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 5,512 $1.51M 0.29% +3,225 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 5,505 $1.51M 0.24% +293 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 5,489 $1.51M 0.71% +729 13F-HR Timeline ASSET PLANNING CORPORATION More: the full row for ASSET PLANNING CORPORATION 5,467 $1.5M 0.89% +4 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 5,461 $1.5M 0.61% +120 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 5,461 $1.5M 0.12% +366 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 5,457 $1.5M 0.14% new 13F-HR/A Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 5,442 $1.5M 0.2% -91 13F-HR Timeline Group Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 5,441 $1.5M 0.54% -50 13F-HR Timeline BIP Alliance, LLC More: the full row for BIP Alliance, LLC 5,440 $1.5M 0.63% +10 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 5,423 $1.49M 0.3% -170 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 5,408 $1.49M 0.44% +62 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 5,407 $1.49M 0.37% -40 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 5,400 $1.48M 0.37% +633 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 5,399 $1.48M 0.23% +1,965 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 5,392 $1.48M 1.06% +4,554 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 5,378 $1.48M 1% +1 13F-HR Timeline Strategent Financial, LLC More: the full row for Strategent Financial, LLC 5,365 $1.47M 1.33% +542 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 5,354 $1.47M 0.27% +106 13F-HR Timeline EFG Private Wealth Management (Americas… More: the full row for EFG Private Wealth Management (Americas) Corp. 5,346 $1.47M 0.3% -167 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 5,338 $1.47M 1.44% +1,345 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 5,334 $1.47M 1.11% -2,710 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 5,332 $1.47M 0.36% +4,988 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 5,324 $1.46M 0.06% -75 13F-HR Timeline Group FCA CORP /TX More: the full row for FCA CORP /TX 5,323 $1.46M 0.47% +2 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 5,314 $1.46M 0.09% +1,285 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 5,311 $1.46M 0.57% -57 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 5,304 $1.46M 0.07% -558 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 5,301 $1.46M 0.41% -3,400 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 5,298 $1.46M 0.28% +197 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 5,296 $1.46M 1.68% -16 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 5,289 $1.45M 0.24% +68 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 5,271 $1.45M 0.61% +7 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 5,260 $1.45M 0.19% 0 13F-HR Timeline Group WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 5,254 $1.44M 0.3% +173 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 5,247 $1.44M 0.66% +656 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 5,238 $1.44M 0.59% +56 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 5,220 $1.43M 0.07% -239 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 5,195 $1.43M 0.84% 0 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 5,190 $1.43M 0.18% +100 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 5,189 $1.43M 0.59% -13 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 5,187 $1.43M 0.48% +1 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 5,182 $1.42M 0.15% +1,016 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 5,182 $1.42M 0.46% -1,011 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 5,175 $1.42M 1.81% -47 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 5,170 $1.42M 0.72% +503 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 5,151 $1.42M 0.48% -185 13F-HR Timeline AF Advisors, Inc. More: the full row for AF Advisors, Inc. 5,149 $1.42M 0.27% -369 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 5,145 $1.41M 0.15% +128 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 5,136 $1.41M 0.41% +1 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 5,119 $1.41M 0.6% +317 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 5,113 $1.41M 0.39% +54 13F-HR Timeline Steigerwald, Gordon & Koch Inc. 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