Smithfield Trust Co More: the full row for Smithfield Trust Co 6,198 $1.18M 0.05% -130 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 6,163 $1.18M <0.01% +118 13F-HR/A Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 6,152 $1.17M 0.11% +3 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 6,135 $1.17M 0.09% +564 13F-HR Timeline Group CORDA Investment Management, LLC. More: the full row for CORDA Investment Management, LLC. 6,092 $1.16M 0.08% -319 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 6,088 $1.16M 0.17% -195 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 6,061 $1.16M 0.81% -167 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 6,043 $1.15M 0.4% +3,363 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 6,022 $1.15M 0.03% -57 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 5,781 $1.15M 0.3% -563 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 6,013 $1.15M 0.42% +883 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 6,001 $1.15M 0.04% -1,237 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 5,997 $1.15M 0.15% +91 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 5,994 $1.15M 0.57% 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 5,994 $1.14M 0.27% +81 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 5,984 $1.14M 0.54% +61 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 5,963 $1.14M 0.16% +124 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 5,956 $1.14M 0.11% +280 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 5,950 $1.14M 0.09% +1,908 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 5,942 $1.13M 0.08% +5 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 5,909 $1.13M 0.29% +634 13F-HR Timeline DARA CAPITAL US, INC. More: the full row for DARA CAPITAL US, INC. 5,905 $1.13M 1% 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 5,893 $1.13M 0.18% 0 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 5,890 $1.13M 0.24% 0 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 5,881 $1.12M 0.49% +69 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 5,852 $1.12M 0.39% 13F-HR Timeline Englebert Financial Advisers, LLC More: the full row for Englebert Financial Advisers, LLC 5,833 $1.11M 1.28% 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 5,831 $1.11M 0.01% +4 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 5,825 $1.11M 0.14% -1,073 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 3,680 $1.11M 0.52% -2,433 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 5,812 $1.11M 0.79% -110 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 5,805 $1.11M 0.22% +53 13F-HR Timeline Good Harbor Advisors, Inc. More: the full row for Good Harbor Advisors, Inc. 5,792 $1.11M 1.29% 13F-HR Timeline MB Generational Wealth, LLC More: the full row for MB Generational Wealth, LLC 5,781 $1.1M 0.58% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 5,763 $1.1M 0.08% -865 13F-HR Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 5,757 $1.1M 0.32% new 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 5,740 $1.1M 0.45% -230 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 5,735 $1.1M 0.21% -296 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 5,730 $1.09M 0.19% -28 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 5,728 $1.09M 0.46% 13F-HR Timeline Group SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 5,719 $1.09M 0.54% +65 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 5,715 $1.09M 0.12% +62 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 5,698 $1.09M 0.05% -1,381 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 5,682 $1.09M 0.19% +408 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 5,657 $1.08M 0.46% +4,222 13F-HR Timeline Approach Retirement Advisors, LLC More: the full row for Approach Retirement Advisors, LLC 5,632 $1.08M 0.93% 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 5,632 $1.08M 0.25% +29 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 5,625 $1.07M 0.16% +139 13F-HR/A Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 5,624 $1.07M 0.13% -5 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 5,511 $1.07M 0.46% -368 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 5,616 $1.07M 0.13% +480 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 5,616 $1.07M 0.03% -54 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 5,608 $1.07M 0.45% +7 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 5,608 $1.07M 0.68% -551 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 5,606 $1.07M 0.21% 0 13F-HR Timeline Bull Oak Capital, LLC More: the full row for Bull Oak Capital, LLC 5,606 $1.07M 0.44% 0 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 5,388 $1.07M 4.66% 0 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 5,593 $1.07M 0.04% +31 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 5,546 $1.06M 0.47% +136 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 5,541 $1.06M 0.15% +40 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 5,540 $1.06M 0.25% 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 5,537 $1.06M 0.45% -5,455 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 5,535 $1.06M 0.29% 0 13F-HR Timeline InvesTrust More: the full row for InvesTrust 5,523 $1.05M 0.41% +195 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 5,518 $1.05M 0.29% +120 13F-HR Timeline Briggs Wealth Management, Inc More: the full row for Briggs Wealth Management, Inc 5,518 $1.05M 1.13% 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 5,516 $1.05M 0.91% +127 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 5,498 $1.05M 0.28% -153 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 5,082 $1.05M 0.47% +3,962 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 5,487 $1.05M 0.36% new 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 5,456 $1.04M 0.46% -22 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 5,446 $1.04M 0.11% -57 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 5,442 $1.04M 0.36% +5,434 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 5,423 $1.04M 0.15% +184 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 5,419 $1.03M 0.34% new 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 5,405 $1.03M 0.15% +215 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 5,397 $1.03M 0.23% -175 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 5,385 $1.03M 0.27% -188 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 5,378 $1.03M 0.69% -393 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 5,359 $1.02M 0.2% +17 13F-HR Timeline Ballast Financial Advisors LLC More: the full row for Ballast Financial Advisors LLC 5,357 $1.02M 1.05% 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 5,311 $1.01M 0.07% +2,877 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 5,307 $1.01M 0.25% 0 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 5,305 $1.01M 0.17% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 5,302 $1.01M 0.02% -414 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 5,299 $1.01M 0.01% -4,911 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 5,287 $1.01M 0.44% 0 13F-HR Timeline Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 5,284 $1.01M 0.58% -376 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 5,261 $1M 0.16% 0 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 5,238 $1M 0.15% -6,128 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 5,233 $999K 0.12% +524 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 5,232 $999K 0.6% +677 13F-HR Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 5,225 $998K 0.89% 13F-HR Timeline O'Connor Financial Group LLC More: the full row for O'Connor Financial Group LLC 5,043 $997K 0.4% +2 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 5,211 $995K 0.29% +141 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 5,196 $992K 0.42% -173 13F-HR Timeline Johnson Wealth Management, LLC More: the full row for Johnson Wealth Management, LLC 5,195 $992K 0.49% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 5,168 $987K 0.65% -77 13F-HR Timeline Longview Financial Advisors, Inc. More: the full row for Longview Financial Advisors, Inc. 5,157 $985K 0.67% +2 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 5,145 $983K 0.07% +716 13F-HR Timeline OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 5,144 $983K 0.93% -7 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 5,143 $982K 0.05% -259 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 5,138 $981K <0.01% -611 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 5,126 $980K 0.17% -133 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 5,124 $979K 0.02% +819 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 5,116 $977K 0.17% new 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 5,114 $977K 0.24% 0 13F-HR Timeline Alaska Wealth Advisors, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Wealth Advisors, LLC 5,097 $973K 0.12% +18 13F-HR Timeline Group Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 5,075 $969K 0.29% +2,146 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 5,073 $969K 0.13% +97 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 5,062 $967K 0.3% 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 5,059 $966K 0.1% -22 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 5,054 $965K 0.1% +108 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 5,054 $965K 0.23% +2,497 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 5,051 $964K 0.44% -62 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 5,039 $962K 0.18% -36 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 5,029 $960K 0.19% +114 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 5,025 $960K 0.62% -4,267 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 5,019 $959K 0.12% +5 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 5,018 $958K 0.54% +60 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 5,016 $958K 0.45% -23 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 5,009 $957K 0.56% +587 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 4,991 $953K 0.63% 0 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 4,991 $953K 0.15% -21 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 4,985 $952K 1.1% 13F-HR Timeline Western Reserve Capital Management, LLC More: the full row for Western Reserve Capital Management, LLC 4,976 $950K 0.89% 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 4,973 $950K 0.52% +5 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 4,962 $948K 0.21% +188 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 4,943 $944K 0.11% -307 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 4,938 $943K 0.06% +178 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 4,918 $939K 0.34% 0 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 4,893 $935K 0.33% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 4,705 $933K 0.01% 0 13F-HR Timeline Capital Asset Managemnet, LLC More: the full row for Capital Asset Managemnet, LLC 4,879 $932K 1.03% 13F-HR Timeline Graetz Wealth LLC More: the full row for Graetz Wealth LLC 4,876 $931K 0.85% 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 4,861 $928K 0.72% -61 13F-HR Timeline Compass Financial Group, Inc. (Ohio) More: the full row for Compass Financial Group, Inc. (Ohio) 4,853 $927K 0.68% 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 4,844 $926K 0.33% +411 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 4,815 $920K 0.2% 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 4,787 $914K 0.23% -915 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 5,212 $910K 0.08% 0 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 4,585 $909K 0.17% +77 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 4,632 $909K 0.02% +2,447 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 4,760 $909K 0.3% +17 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 4,753 $908K 0.18% 0 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 4,745 $906K 0.8% 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 4,743 $906K 0.01% +418 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 4,742 $906K 0.06% -337 13F-HR Timeline Investments & Financial Planning, LLC More: the full row for Investments & Financial Planning, LLC 4,736 $904K 0.49% -2,810 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 4,729 $903K 0.05% 0 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 4,728 $903K 0.08% -684 13F-HR Timeline MARS JEWETT FINANCIAL GROUP, INC. More: the full row for MARS JEWETT FINANCIAL GROUP, INC. 4,355 $901K 0.27% 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 4,716 $901K 0.19% -92 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 4,715 $901K 0.35% -105 13F-HR Timeline Smith Asset Management Co., LLC More: the full row for Smith Asset Management Co., LLC 4,700 $898K 0.74% +674 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 4,693 $896K 0.43% +275 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 4,692 $896K 0.03% -4,000 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 4,673 $892K 0.23% +38 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 4,672 $892K 0.08% +106 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 4,656 $889K 0.31% -618 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 4,656 $889K 0.14% +219 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 4,655 $889K 0.24% -802 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 4,653 $889K 0.03% -493 13F-HR Timeline Group Galaxy Group Investments LLC in group Galaxy Group Investments LLC More: the full row for Galaxy Group Investments LLC 4,640 $886K 0.12% new 13F-HR/A Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 4,614 $881K 0.04% -11 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 4,578 $874K 0.31% -9 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 4,569 $873K 0.08% 0 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 4,561 $871K 0.32% -538 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,554 $870K 0.02% +94 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 4,552 $869K 0.59% 0 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 4,527 $865K 0.31% +650 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 4,078 $861K 0.05% +1,104 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 4,487 $857K 0.03% 0 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 4,478 $855K 0.01% -326 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 4,461 $852K 0.64% +42 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 4,454 $851K 0.14% +105 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 4,453 $851K 0.15% +51 13F-HR Timeline Group BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 4,445 $849K 0.6% -441 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 4,434 $847K 0.36% -86 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 4,418 $844K 0.03% +848 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 4,401 $841K 0.51% +35 13F-HR Timeline Outbound Financial Inc More: the full row for Outbound Financial Inc 4,385 $837K 0.65% 0 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 4,375 $836K 0.06% -104 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 4,347 $830K 0.3% -162 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 4,347 $830K 0.2% -8 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 4,342 $829K 0.07% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 4,340 $829K 0.02% +3,081 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 4,335 $828K 0.27% +1,684 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 4,330 $827K 0.24% +41 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 4,326 $826K 0.11% 0 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 4,323 $826K 0.2% -50 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 4,322 $825K 0.03% -107 13F-HR Timeline Ashford Advisors, LLC More: the full row for Ashford Advisors, LLC 4,293 $820K 0.18% 0 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 4,275 $816K 0.47% -230 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 4,274 $816K 0.1% -66 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 4,251 $812K 0.15% -121 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 4,248 $811K 0.52% +248 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 4,241 $810K 0.54% -157 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 4,237 $809K 0.3% new 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 4,228 $808K 0.09% +716 13F-HR Timeline