Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 2,990 $1.31M 0.27% +260 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 2,989 $1.31M 0.26% -504 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 2,984 $1.3M 0.93% -50 13F-HR Timeline Bull Oak Capital, LLC More: the full row for Bull Oak Capital, LLC 2,981 $1.3M 0.5% 0 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 2,975 $1.3M 0.12% +38 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 2,971 $1.3M 0.12% -61 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 2,968 $1.3M 0.15% +21 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 2,968 $1.3M 0.12% new 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 2,961 $1.29M 0.36% 0 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 2,954 $1.29M 0.08% -20 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 2,946 $1.29M 0.26% -6 13F-HR Timeline Strategic Financial Services, Inc. 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More: the full row for Traynor Capital Management, Inc. 2,998 $1.26M 0.07% +271 13F-HR Timeline KilterHowling LLC More: the full row for KilterHowling LLC 2,878 $1.26M 0.63% +3 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 2,872 $1.25M 0.43% +65 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 2,867 $1.25M 0.37% -1 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 2,867 $1.25M 0.57% +376 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 2,864 $1.25M 0.05% 0 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 3,608 $1.25M 0.33% +931 13F-HR Timeline Capital Asset Managemnet, LLC More: the full row for Capital Asset Managemnet, LLC 2,850 $1.24M 1.4% +43 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 2,832 $1.24M 0.41% -490 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 2,830 $1.24M 0.18% -27 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 2,777 $1.24M 0.63% -409 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 2,815 $1.23M 0.34% +310 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 2,813 $1.23M 0.04% -945 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 2,811 $1.23M 0.2% -184 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 2,802 $1.22M 0.43% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 2,798 $1.22M 0.09% -67 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 2,785 $1.22M 0.24% new 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 2,775 $1.21M 0.12% +1,021 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,760 $1.21M 0.05% -856 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 2,750 $1.2M 0.87% -27 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 2,746 $1.2M 0.09% +434 13F-HR Timeline Gladwyn Financial Advisors, Inc. 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A. More: the full row for WEBSTER BANK, N. A. 2,624 $1.15M 0.11% +485 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 2,623 $1.15M 0.03% -6 13F-HR Timeline Group Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 2,621 $1.14M 0.15% +696 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 2,617 $1.14M 0.13% new 13F-HR Timeline Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 2,617 $1.14M 0.54% +3 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 2,613 $1.14M <0.01% 0 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 2,612 $1.14M 0.06% -371 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 2,591 $1.13M 0.46% -117 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 2,590 $1.13M 0.07% +110 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 2,586 $1.13M 0.29% +77 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 2,580 $1.13M 0.84% -21 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 2,578 $1.13M 0.27% -836 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 2,577 $1.13M 0.95% -33 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,578 $1.13M 0.16% -122 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 2,574 $1.12M 0.04% -107 13F-HR Timeline Group Balboa Wealth Partners More: the full row for Balboa Wealth Partners 2,569 $1.12M 0.19% +1,127 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 2,568 $1.12M 0.06% +24 13F-HR Timeline Sherman Wealth Management LLC More: the full row for Sherman Wealth Management LLC 2,559 $1.12M 0.96% -49 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 2,559 $1.12M 0.68% -400 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 2,558 $1.12M 0.11% +172 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 2,554 $1.12M 0.34% 0 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 2,549 $1.11M 0.32% +275 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 2,545 $1.11M 0.05% -12 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 2,544 $1.11M 0.08% -47 13F-HR/A Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 2,532 $1.11M 0.06% +1,228 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 2,521 $1.1M 0.45% -186 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 2,515 $1.1M 0.06% -48 13F-HR Timeline Group Madrid Wealth Management, LLC More: the full row for Madrid Wealth Management, LLC 2,494 $1.09M 0.82% +4 13F-HR/A Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 2,472 $1.08M 0.46% +156 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 2,470 $1.08M 0.1% 0 13F-HR Timeline Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 2,470 $1.08M 0.66% -20 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 2,458 $1.07M 1.32% -39 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 2,447 $1.07M 0.23% -619 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 2,446 $1.07M 0.24% -41 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 2,446 $1.07M 0.01% -157 13F-HR Timeline WESTFIELD CAPITAL MANAGEMENT CO LP More: the full row for WESTFIELD CAPITAL MANAGEMENT CO LP 2,443 $1.07M <0.01% new 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 2,438 $1.06M 0.16% -708 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 2,438 $1.06M 0.1% 0 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 2,435 $1.06M 0.22% -112 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 2,431 $1.06M 0.56% +172 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 2,432 $1.06M 0.23% +1,213 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 2,385 $1.06M 0.36% +120 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 2,418 $1.06M 0.17% +120 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,416 $1.06M 0.07% +5 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 2,415 $1.05M 0.32% -298 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 2,402 $1.05M 0.47% -7 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 2,400 $1.05M 0.18% 0 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 2,398 $1.05M 0.11% 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 2,394 $1.05M 0.6% +249 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 2,393 $1.05M 0.09% +93 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 2,391 $1.04M 0.16% -261 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 2,386 $1.04M 0.17% -29 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 2,374 $1.04M 0.08% -173 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 2,371 $1.04M 0.83% +49 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 2,370 $1.04M 0.32% 0 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 2,364 $1.03M 0.02% -17 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 2,360 $1.03M <0.01% -431 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 2,354 $1.03M 0.44% +6 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 2,352 $1.03M 0.01% -400 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 2,352 $1.03M 0.21% +147 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 2,341 $1.02M 0.16% -114 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 2,340 $1.02M 0.13% -386 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 2,334 $1.02M 0.22% -310 13F-HR Timeline Alaska Wealth Advisors, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Wealth Advisors, LLC 2,333 $1.02M 0.12% +145 13F-HR Timeline Group Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 2,332 $1.02M 0.11% +3 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 2,330 $1.02M 0.18% 0 13F-HR Timeline Alley Investment Management Company, LLC More: the full row for Alley Investment Management Company, LLC 2,316 $1.01M 0.12% -38 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 2,306 $1.01M 0.01% -505 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 2,302 $1.01M 0.16% -54 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 2,295 $1M 0.17% -64 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 2,293 $1M 0.3% +589 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 2,277 $995K 0.75% -658 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 2,264 $989K 0.55% -178 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 2,263 $988K 0.22% -125 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 2,262 $988K 0.06% +32 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 2,262 $988K 0.02% -188 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 2,255 $985K 0.72% +21 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 2,252 $984K 0.8% +1,433 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 2,243 $980K 0.01% -37 13F-HR Timeline Group Charis Legacy Partners, LLC More: the full row for Charis Legacy Partners, LLC 2,236 $977K 1.43% +6 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 2,232 $975K 0.38% -24 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 2,228 $973K 0.09% -28 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 2,225 $972K 0.34% +247 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 2,220 $970K 0.31% -1,162 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 2,220 $970K 0.74% +161 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 2,216 $968K 0.19% +257 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 2,215 $967K 0.18% -17 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 2,214 $967K 0.4% 0 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 2,202 $962K 0.19% -55 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 2,200 $961K 0.17% -44 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 2,200 $961K 0.23% +1,108 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 2,182 $953K 0.51% -94 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 2,182 $953K 0.06% -395 13F-HR Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 2,180 $952K 0.39% -75 13F-HR Timeline THRYVE WEALTH MANAGEMENT LLC More: the full row for THRYVE WEALTH MANAGEMENT LLC 2,158 $943K 0.63% 0 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 2,157 $942K 0.04% +1,015 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 2,157 $942K 0.02% -91 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 2,157 $942K 0.03% +613 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 12,916 $940K 0.01% -5,013 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 2,142 $936K 0.06% +86 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 2,515 $933K 0.29% +102 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 2,135 $933K 0.06% -1 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 11,269 $929K 0.25% 0 13F-HR Timeline HILLTOP WEALTH ADVISORS, LLC More: the full row for HILLTOP WEALTH ADVISORS, LLC 2,124 $928K 0.56% -24 13F-HR Timeline TCFG Investment Advisors, LLC group of 2 filers holding More: the full row for TCFG Investment Advisors, LLC 2,122 $927K +1,065 Timeline Mascagni Wealth Management, Inc. 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