Generations Wealth, LLC More: the full row for Generations Wealth, LLC 3,035 $1.48M 1.52% 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 3,034 $1.48M 1.06% -126 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 3,034 $1.48M 0.5% +589 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 3,034 $1.48M 0.97% -129 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 3,032 $1.48M 0.14% +25 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 3,019 $1.47M 0.62% +6 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 3,019 $1.47M 0.52% +4 13F-HR Timeline DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 3,000 $1.46M 0.82% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,999 $1.46M 0.17% -61 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 2,995 $1.46M 0.25% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,994 $1.46M 0.18% +15 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 2,985 $1.46M 0.51% +42 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 2,983 $1.46M 0.08% new 13F-HR Timeline Bull Oak Capital, LLC More: the full row for Bull Oak Capital, LLC 2,981 $1.45M 0.59% 0 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 2,978 $1.45M 0.21% +291 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 2,974 $1.45M 0.09% +1 13F-HR Timeline Passive Capital Management, LLC. 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Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 2,839 $1.39M 2.48% new 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 2,835 $1.38M 0.04% +763 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 2,823 $1.38M 0.49% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 2,811 $1.37M 0.01% -212 13F-HR Timeline Capital Asset Managemnet, LLC More: the full row for Capital Asset Managemnet, LLC 2,807 $1.37M 1.52% 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 2,807 $1.37M 0.48% +99 13F-HR/A Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 2,802 $1.37M 0.47% -36 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 2,801 $1.37M 0.15% +75 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 2,791 $1.36M <0.01% -1,200 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 2,777 $1.36M 1% +139 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 2,775 $1.35M 0.17% -10 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 2,774 $1.35M 0.03% -37 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 2,769 $1.35M 0.08% +25 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 2,765 $1.35M 0.08% +1,670 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,769 $1.34M 0.06% +428 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 2,753 $1.34M 0.94% -21 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 2,752 $1.34M 0.02% -6 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 2,744 $1.34M 0.31% +124 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 2,730 $1.33M 0.26% +485 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 2,727 $1.33M 0.07% -271 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 2,726 $1.33M 0.16% -1,450 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 2,723 $1.33M 0.1% -40 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 2,721 $1.33M 0.38% -1,285 13F-HR Timeline Claro Advisors Inc. 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More: the full row for CALDWELL SUTTER CAPITAL, INC. 2,707 $1.32M 0.56% -31 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 2,701 $1.32M 0.01% +17 13F-HR Timeline Group PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,700 $1.32M 0.21% -18 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 2,698 $1.32M 0.19% +47 13F-HR Timeline SENTINEL WEALTH MANAGEMENT, INC. More: the full row for SENTINEL WEALTH MANAGEMENT, INC. 2,689 $1.31M 1.09% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. 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More: the full row for Herold Advisors, Inc. 2,644 $1.29M 0.29% +2 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 2,643 $1.29M 0.08% 0 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 2,641 $1.29M 0.21% -25 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 2,629 $1.28M 0.04% -222 13F-HR Timeline Group Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 2,626 $1.28M 0.15% +48 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 2,625 $1.28M 0.01% -82 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 2,621 $1.28M 0.03% -79 13F-HR Timeline Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 2,614 $1.28M 0.62% 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 2,613 $1.27M <0.01% -60 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 2,610 $1.27M 1.09% -3 13F-HR Timeline Sherman Wealth Management LLC More: the full row for Sherman Wealth Management LLC 2,608 $1.27M 1.1% 13F-HR/A Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 2,603 $1.27M 0.01% +496 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 2,601 $1.27M 0.93% -250 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 2,595 $1.27M 0.31% +217 13F-HR Timeline Englebert Financial Advisers, LLC More: the full row for Englebert Financial Advisers, LLC 2,594 $1.27M 1.46% 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 2,591 $1.26M 0.1% new 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 2,583 $1.26M 0.07% +10 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 2,577 $1.26M 0.08% -2,279 13F-HR/A Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 2,563 $1.25M 0.07% -16 13F-HR Timeline Group Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 2,559 $1.25M 0.45% +115 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 2,559 $1.25M 0.09% 0 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 2,557 $1.25M 0.05% -399 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 2,554 $1.25M 0.37% 0 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 2,547 $1.24M 0.27% -246 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 2,547 $1.24M 0.1% +171 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 2,544 $1.24M 0.07% +2 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 2,509 $1.22M 0.31% +12 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 2,497 $1.22M 1.47% +146 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 2,491 $1.22M 0.53% +157 13F-HR Timeline Madrid Wealth Management, LLC More: the full row for Madrid Wealth Management, LLC 2,490 $1.22M 0.99% 13F-HR Timeline Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 2,490 $1.21M 0.72% 0 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 2,505 $1.21M 0.32% +1,752 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 2,487 $1.21M 0.27% -55 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 2,480 $1.21M 0.08% -7 13F-HR Timeline Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 2,472 $1.21M 0.28% +590 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 2,470 $1.21M 0.11% -21 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 2,455 $1.2M 0.19% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,452 $1.2M 0.03% -664 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 2,450 $1.2M 0.03% +133 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 2,447 $1.19M 0.13% new 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 2,442 $1.19M 0.67% -101 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 2,438 $1.19M 0.1% +16 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 2,428 $1.18M 0.35% -960 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 2,415 $1.18M 0.2% +54 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 2,414 $1.18M 0.04% +711 13F-HR/A Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 2,413 $1.18M 0.22% -6 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 2,413 $1.18M 0.01% -8,787 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 2,512 $1.18M 0.05% +86 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,411 $1.18M 0.08% -14 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 2,409 $1.18M 0.49% +81 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 2,404 $1.17M 0.26% +77 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 2,400 $1.17M 0.2% 0 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 2,399 $1.17M 0.03% +67 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 2,389 $1.17M 0.62% -27 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 2,388 $1.17M 0.27% 0 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 2,386 $1.16M 0.12% 0 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 2,381 $1.16M 0.02% +487 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 2,380 $1.16M 0.44% 0 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 2,370 $1.16M 0.38% +55 13F-HR Timeline Stark Wealth Management LLC More: the full row for Stark Wealth Management LLC 2,361 $1.15M 4.33% -362 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 2,359 $1.15M 0.27% 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 2,356 $1.15M 0.18% +165 13F-HR Timeline Alley Investment Management Company, LLC More: the full row for Alley Investment Management Company, LLC 2,354 $1.15M 0.13% -21 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 2,352 $1.15M 0.03% -405 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 2,348 $1.15M 0.48% +390 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 2,333 $1.14M 0.61% -96 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 2,330 $1.14M 0.21% -36 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 2,329 $1.14M 0.12% -160 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 2,322 $1.13M 0.98% +125 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 2,316 $1.13M 0.48% -118 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 2,312 $1.13M 0.09% 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 2,300 $1.12M 0.1% +4 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 2,298 $1.12M 0.17% 0 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 2,292 $1.12M 0.17% +285 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 2,287 $1.12M 0.47% 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 2,280 $1.11M 0.02% +6 13F-HR Timeline Group J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 2,276 $1.11M 0.61% -6,364 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 2,274 $1.11M 0.31% -190 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 2,273 $1.11M 0.71% -141 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 2,265 $1.11M 0.38% +590 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 2,262 $1.1M 0.86% +65 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 2,259 $1.1M 0.58% 13F-HR/A Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 2,257 $1.1M 0.22% -14 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 2,256 $1.1M 0.46% -257 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 2,256 $1.1M 0.1% +53 13F-HR Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 2,255 $1.1M 0.46% +170 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 2,248 $1.1M 0.02% +91 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 2,245 $1.1M 0.04% +307 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 2,244 $1.09M 0.18% 0 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 2,236 $1.09M 0.62% +496 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 2,234 $1.09M 0.9% +92 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 2,231 $1.09M 0.81% -18 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 2,230 $1.09M 0.07% +5 13F-HR Timeline Charis Legacy Partners, LLC More: the full row for Charis Legacy Partners, LLC 2,230 $1.09M 1.61% -27 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 2,232 $1.08M 0.21% +38 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 2,220 $1.08M 0.27% new 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 2,214 $1.08M 0.46% -4 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 2,205 $1.08M 0.22% -105 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 2,204 $1.08M 0.52% +325 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 2,194 $1.07M 0.17% +203 13F-HR Timeline Alaska Wealth Advisors, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Wealth Advisors, LLC 2,188 $1.07M 0.14% -68 13F-HR Timeline Group ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 2,179 $1.06M 0.21% +217 13F-HR Timeline KW WEALTH MANAGEMENT LLC More: the full row for KW WEALTH MANAGEMENT LLC 2,162 $1.05M 1.6% -98 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 2,162 $1.05M 0.1% -25 13F-HR Timeline THRYVE WEALTH MANAGEMENT LLC More: the full row for THRYVE WEALTH MANAGEMENT LLC 2,158 $1.05M 0.52% 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 2,154 $1.05M 0.02% -144 13F-HR Timeline HILLTOP WEALTH ADVISORS, LLC More: the full row for HILLTOP WEALTH ADVISORS, LLC 2,148 $1.05M 0.53% -17 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 2,146 $1.05M 0.03% 0 13F-HR/A Timeline Group Thompson David Blair More: the full row for Thompson David Blair 2,145 $1.05M 0.6% 13F-HR Timeline WEBSTER BANK, N. 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