ACAS, LLC More: the full row for ACAS, LLC 6,628 $2.11M 1.41% +416 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 6,925 $2.1M 0.49% +145 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 6,919 $2.1M 1.61% 0 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 6,901 $2.1M 0.71% 0 13F-HR/A Timeline ROFFMAN MILLER ASSOCIATES INC /PA/ More: the full row for ROFFMAN MILLER ASSOCIATES INC /PA/ 6,866 $2.09M 0.12% -732 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 6,851 $2.08M 0.15% new 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 6,845 $2.08M 0.46% +4,448 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 6,824 $2.07M 0.24% -1,750 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 6,773 $2.06M 0.59% +2,834 13F-HR Timeline Trinity Wealth Management, LLC More: the full row for Trinity Wealth Management, LLC 6,766 $2.06M 0.82% +3,264 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 6,751 $2.05M 0.76% +173 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 6,751 $2.05M 0.21% +29 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 6,732 $2.05M 0.49% -100 13F-HR Timeline NWK Group, Inc. More: the full row for NWK Group, Inc. 6,711 $2.04M 0.72% 0 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 6,707 $2.04M 0.67% +164 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 6,701 $2.04M 0.59% -28 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 6,665 $2.03M 0.77% +4,900 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 6,653 $2.02M 0.3% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 6,597 $2.01M 0.69% -10 13F-HR Timeline Group Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 6,574 $2M 1.48% +657 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 6,567 $2M 0.82% +827 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 6,544 $1.99M 0.34% +1,726 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 6,520 $1.99M 0.06% +406 13F-HR/A Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 6,521 $1.98M 0.34% +1,615 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 6,520 $1.98M 0.17% +295 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 6,501 $1.98M 0.44% +457 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 6,490 $1.97M 0.75% +1,651 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 6,487 $1.97M 0.11% -44 13F-HR Timeline FIDUCIARY COUNSELLING INC More: the full row for FIDUCIARY COUNSELLING INC 6,483 $1.97M 5.57% +526 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 6,483 $1.97M 1.79% +1,313 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 6,474 $1.97M 0.51% -113 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 6,467 $1.97M 1.58% -1,295 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 6,463 $1.96M 0.15% +168 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 6,436 $1.96M 0.75% -15,222 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 6,388 $1.94M 0.93% +72 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 6,370 $1.94M 0.02% -506 13F-HR Timeline IronBridge Private Wealth, LLC More: the full row for IronBridge Private Wealth, LLC 6,360 $1.93M 0.67% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 6,341 $1.93M 0.12% +435 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 6,338 $1.93M 0.11% +416 13F-HR Timeline PARAGON CAPITAL MANAGEMENT INC More: the full row for PARAGON CAPITAL MANAGEMENT INC 6,332 $1.92M 1.47% +2,000 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 6,328 $1.92M 0.25% -78 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 6,316 $1.92M 0.32% -783 13F-HR/A Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 6,316 $1.92M 1.32% -368 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 6,280 $1.91M 0.06% +604 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 6,275 $1.91M 1.18% -227 13F-HR/A Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 6,248 $1.9M 0.22% -1,143 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 6,256 $1.9M 0.49% -105 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 6,249 $1.9M 0.45% -16,670 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 6,238 $1.9M 1.07% -3,451 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 6,219 $1.9M 1.08% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 6,210 $1.89M 0.57% new 13F-HR/A Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 6,174 $1.88M 0.15% +1,474 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 6,169 $1.87M 0.23% +3,350 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 6,148 $1.87M 0.02% -25 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 6,142 $1.87M 0.68% +170 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 6,128 $1.86M 0.85% -150 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 6,128 $1.86M 0.61% -53 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 6,127 $1.86M 0.23% +439 13F-HR Timeline AHL INVESTMENT MANAGEMENT, INC. More: the full row for AHL INVESTMENT MANAGEMENT, INC. 6,112 $1.86M 1.24% +20 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 6,112 $1.86M 0.34% +858 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 150,330,714 $1.86M 0.07% +149,842,394 13F-HR Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 6,071 $1.86M 0.19% -9,471 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 6,101 $1.85M 0.5% -1,162 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 6,095 $1.85M 1.23% +10 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 6,094 $1.85M 0.25% 0 13F-HR Timeline Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 6,090 $1.85M 1.09% -145 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 6,071 $1.85M 0.59% +111 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 6,058 $1.84M 0.84% +352 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 6,046 $1.84M 0.19% -318 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 6,042 $1.84M 0.16% -5 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 6,025 $1.83M 0.25% -3,359 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 6,017 $1.83M 0.16% +157 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 6,003 $1.82M 0.44% new 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 5,986 $1.82M 1.73% -362 13F-HR Timeline TD Asset Management Inc More: the full row for TD Asset Management Inc 5,969 $1.81M <0.01% +111 13F-HR Timeline Echo Wealth Management, LLC More: the full row for Echo Wealth Management, LLC 5,964 $1.81M 1.11% -200 13F-HR Timeline Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 5,950 $1.81M 0.81% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 5,908 $1.8M 0.85% -61 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 5,902 $1.79M 0.25% +397 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 5,901 $1.79M 0.28% -1,300 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 5,899 $1.79M 0.59% 0 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 5,641 $1.78M 1.23% 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 5,846 $1.78M 0.46% -38 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 5,837 $1.77M 0.13% -960 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 5,832 $1.77M 0.66% -148 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 5,819 $1.77M 0.87% -94 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 5,804 $1.76M 0.25% -279 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 5,798 $1.76M 0.61% 0 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 5,793 $1.76M 0.41% -863 13F-HR/A Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 5,788 $1.76M 0.13% -217 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 5,773 $1.75M 0.16% -520 13F-HR/A Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 5,770 $1.75M 0.62% -350 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 5,767 $1.75M 0.81% 0 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 5,764 $1.75M 0.18% +582 13F-HR Timeline EFG Private Wealth Management (Americas… More: the full row for EFG Private Wealth Management (Americas) Corp. 5,758 $1.75M 0.32% +412 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 5,752 $1.75M 0.69% -70 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 5,726 $1.75M 1.41% -526 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 5,705 $1.73M 0.16% new 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 5,702 $1.73M 0.02% -2,461 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 5,691 $1.73M 0.76% +202 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 5,691 $1.73M 1.3% -111 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 5,690 $1.73M 2% +10 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 5,684 $1.73M 0.1% -893 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 5,679 $1.73M 0.06% +120 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 5,673 $1.72M 0.19% +608 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 5,658 $1.72M 0.55% +8 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 5,659 $1.72M 0.56% +218 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 5,655 $1.72M 0.04% +1,005 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 5,651 $1.72M 0.12% -218 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 5,649 $1.72M 0.92% -505 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 5,649 $1.72M 0.12% +2,445 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 5,624 $1.71M 0.76% -740 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 5,623 $1.71M 0.14% +75 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 5,601 $1.7M 0.89% +710 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 5,600 $1.7M 0.55% -34 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 5,588 $1.7M 0.21% 0 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 5,583 $1.7M 0.25% -285 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 5,583 $1.7M 0.62% -2,957 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 5,577 $1.69M 0.67% 0 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 5,662 $1.69M 0.77% +31 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 5,483 $1.68M 0.35% -422 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 5,505 $1.67M 0.39% +98 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 5,495 $1.67M 0.29% -1,062 13F-HR Timeline Strategent Financial, LLC More: the full row for Strategent Financial, LLC 5,484 $1.67M 1.3% +119 13F-HR Timeline ODonnell Financial Services, LLC More: the full row for ODonnell Financial Services, LLC 5,471 $1.66M 0.64% +983 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 5,471 $1.66M 0.29% +48 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 5,450 $1.66M 0.92% -93 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 5,462 $1.66M 0.52% +1,700 13F-HR Timeline Arcadia Wealth Management, Inc. More: the full row for Arcadia Wealth Management, Inc. 5,456 $1.66M 1.13% +635 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 5,456 $1.66M 1.3% -672 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 5,454 $1.66M 1.25% -375 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 5,448 $1.66M 0.21% +6 13F-HR Timeline Group ASSET PLANNING CORPORATION More: the full row for ASSET PLANNING CORPORATION 5,431 $1.65M 0.88% -36 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 5,425 $1.65M 0.64% +306 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 5,389 $1.64M 0.09% -126 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 5,388 $1.64M 0.07% -813 13F-HR Timeline Group B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 5,386 $1.64M 0.41% -133,577 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 5,383 $1.64M 0.05% +1,259 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 5,382 $1.64M 0.25% +333 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 5,378 $1.63M 1.07% 0 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 5,359 $1.63M 0.33% -164 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 5,355 $1.63M 0.26% -157 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 5,352 $1.63M 0.37% +20 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 5,341 $1.62M 0.19% +151 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 5,338 $1.62M 0.42% -873 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 5,324 $1.62M 0.06% 0 13F-HR Timeline Group FCA CORP /TX More: the full row for FCA CORP /TX 5,323 $1.62M 0.48% 0 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 5,306 $1.62M 0.09% -8 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 5,311 $1.61M 0.08% +7 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 5,299 $1.61M 1.43% +3 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 5,296 $1.61M 0.62% +25 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 5,295 $1.61M 0.26% -59 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 5,289 $1.61M 0.24% 0 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 5,279 $1.6M 0.22% +19 13F-HR Timeline Group CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 5,277 $1.6M 0.13% +705 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 5,272 $1.6M 0.21% -366 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 5,271 $1.6M 1.8% +96 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 5,252 $1.6M 0.14% -579 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 5,252 $1.6M 0.87% +1,065 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 5,232 $1.59M 0.36% -1,089 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 5,230 $1.59M <0.01% -1,577 13F-HR Timeline Group Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 5,223 $1.59M 0.19% +2,601 13F-HR Timeline LITTLEJOHN FINANCIAL SERVICES, INC. More: the full row for LITTLEJOHN FINANCIAL SERVICES, INC. 5,219 $1.59M 1.23% -961 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 5,210 $1.58M 0.07% -10 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 5,200 $1.58M 1.06% +3,400 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 5,195 $1.58M 0.09% -520 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 5,195 $1.58M 0.62% +6 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 5,195 $1.58M 0.84% 0 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 5,185 $1.58M 0.5% -2 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 5,182 $1.57M 0.65% -65 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 5,172 $1.57M +1,347 Timeline Financial Council, LLC More: the full row for Financial Council, LLC 5,168 $1.57M 0.76% +141 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 5,167 $1.57M 0.47% -15 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 5,156 $1.57M 0.26% -142 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 5,152 $1.57M 0.46% +429 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 5,151 $1.57M 0.4% +15 13F-HR Timeline AF Advisors, Inc. More: the full row for AF Advisors, Inc. 5,149 $1.56M 0.54% 0 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 5,141 $1.56M 0.43% -10 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 5,140 $1.56M 0.55% -668 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 5,129 $1.56M 0.1% -332 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 5,101 $1.55M 0.15% -44 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 5,094 $1.55M 0.16% 0 13F-HR Timeline HWG Holdings LP More: the full row for HWG Holdings LP 5,079 $1.54M 0.45% -799 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 5,073 $1.54M 0.39% -40 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 5,072 $1.54M 0.03% +81 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 5,063 $1.54M 0.34% +198 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 5,059 $1.54M 0.38% +800 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 5,052 $1.54M 0.45% +386 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 5,029 $1.53M 0.01% +480 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 5,013 $1.52M 0.11% +1,468 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 5,004 $1.52M 0.77% +2,081 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 5,003 $1.52M 0.42% -405 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 5,000 $1.52M 0.21% 0 13F-HR Timeline AtlasMark Financial, Inc More: the full row for AtlasMark Financial, Inc 5,000 $1.52M 1.16% 0 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 4,998 $1.52M 0.36% +114 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 4,995 $1.52M 0.27% -20 13F-HR Timeline Brick & Kyle, Associates More: the full row for Brick & Kyle, Associates 4,777 $1.52M 0.67% -37 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 4,982 $1.51M 0.18% +2,546 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 4,957 $1.51M 0.12% -58 13F-HR Timeline Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 4,952 $1.51M 0.11% +8 13F-HR Timeline Group