DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 7,312 $1.88M 0.08% -1,658 13F-HR/A Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 7,281 $1.87M 0.01% -299 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 7,239 $1.86M 0.33% -362 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 6,873 $1.85M 0.04% 0 13F-HR Timeline Group Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 7,127 $1.83M 1.02% 0 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 7,112 $1.83M 0.63% -148 13F-HR Timeline Great Point Wealth Advisors, LLC More: the full row for Great Point Wealth Advisors, LLC 7,110 $1.83M 0.4% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 7,089 $1.82M 0.14% new 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 7,078 $1.82M 0.05% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 7,059 $1.81M 0.04% +5,545 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 7,021 $1.8M 0.05% +1,235 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 6,934 $1.78M 0.18% +3,580 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 6,931 $1.78M 0.13% +1,912 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 6,922 $1.78M 0.11% +2,793 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 6,875 $1.77M 0.01% +364 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 6,861 $1.76M 0.13% -52 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 6,823 $1.75M 0.33% new 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 6,816 $1.75M 0.08% +1 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 6,809 $1.75M 0.35% +885 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 6,794 $1.75M 0.92% +29 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 6,736 $1.73M 1.57% +254 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 6,733 $1.73M 0.59% -139 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 6,723 $1.73M 0.55% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 6,650 $1.71M 0.04% +4,842 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 6,635 $1.71M 0.04% -87 13F-HR Timeline Group Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 6,563 $1.69M 0.54% +18 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 6,556 $1.69M 0.08% +107 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 6,409 $1.65M 0.01% +965 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 6,313 $1.62M 0.05% +1,158 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 6,292 $1.62M 0.22% -1,258 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 6,291 $1.62M 0.03% 0 13F-HR Timeline Group Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 6,279 $1.61M 0.27% +527 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 6,276 $1.61M 0.27% +295 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 6,274 $1.61M 0.11% 0 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 6,264 $1.61M 0.02% -724 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 6,256 $1.61M 0.77% 0 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 6,247 $1.61M 1.28% +177 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 6,210 $1.6M 1.6% +3,332 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 6,164 $1.58M 0.03% +1,181 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 6,061 $1.56M <0.01% +167 13F-HR Timeline Group FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 6,048 $1.55M 0.06% -5 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 6,002 $1.54M 0.52% -45 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 5,966 $1.53M 0.02% -622 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 5,966 $1.53M 0.02% -622 13F-HR/A Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 5,964 $1.53M 0.22% +19 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 5,946 $1.53M 1.23% +19 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 5,923 $1.52M 0.28% -114 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 5,921 $1.52M 0.11% -31 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 5,894 $1.51M 0.17% +558 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 5,847 $1.5M 0.12% +120 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 5,834 $1.5M <0.01% +19 13F-HR/A Timeline Group Fairman Group, LLC More: the full row for Fairman Group, LLC 5,423 $1.49M 1.37% -120 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 5,781 $1.49M 0.12% +5 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 5,794 $1.49M 0.3% +5 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 5,786 $1.49M 0.39% -124 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 5,774 $1.48M 0.25% +1 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 5,755 $1.48M 0.43% 0 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 5,751 $1.48M 0.11% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 5,741 $1.48M 0.19% +3 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 5,721 $1.47M 0.05% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 5,705 $1.47M 0.12% 0 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 5,690 $1.46M 0.05% -1,730 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 5,677 $1.46M 0.01% -182 13F-HR Timeline Group SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 5,626 $1.45M 0.98% +233 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 5,611 $1.44M 0.13% +728 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 5,597 $1.44M 0.03% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 5,563 $1.43M 0.31% +4,943 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 5,559 $1.43M 0.93% -844 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 5,550 $1.43M 0.09% -265 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 5,486 $1.41M 0.25% +340 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 5,485 $1.41M 0.48% +4,233 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 5,478 $1.41M 0.87% +2 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 5,470 $1.41M 0.3% -760 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 5,452 $1.4M 0.07% +48 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 5,409 $1.4M 0.05% +83 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 5,426 $1.39M 0.17% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 6,101 $1.39M <0.01% -263 13F-HR Timeline Group REBALANCE, LLC More: the full row for REBALANCE, LLC 5,400 $1.39M 0.1% 0 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 5,372 $1.38M 0.03% +112 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 5,360 $1.38M 0.13% +1,387 13F-HR/A Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 5,323 $1.37M 0.32% -73 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 5,275 $1.36M 0.12% -300 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 5,248 $1.35M <0.01% -1 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 5,188 $1.33M 0.07% 0 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 5,182 $1.33M 0.02% +2,096 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 5,167 $1.33M 0.04% +41 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 5,154 $1.32M 0.03% +246 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 5,150 $1.32M 3.01% -223 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 5,120 $1.32M +1,892 Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 5,079 $1.31M 0.04% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 5,075 $1.3M 0.04% -240 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 5,075 $1.3M 0.19% -21 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 5,074 $1.3M 0.15% -169 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 5,032 $1.29M 0.1% 0 13F-HR Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 5,028 $1.29M 1.35% +456 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 4,994 $1.28M 0.07% 0 13F-HR Timeline Michael A. Dubis Financial Planning, LLC More: the full row for Michael A. Dubis Financial Planning, LLC 4,946 $1.27M 1.23% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 4,960 $1.27M 0.12% +4,059 13F-HR/A Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 4,912 $1.26M 0.1% +595 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 4,891 $1.26M 0.02% +4,007 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 4,891 $1.26M 0.23% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 4,886 $1.26M 0.05% -66 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 4,883 $1.26M 0.04% 0 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 4,879 $1.25M 0.7% 0 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 4,835 $1.25M 1.34% +137 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 4,816 $1.24M 0.1% +1,118 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 4,812 $1.24M 0.05% -78 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 4,811 $1.24M 0.06% -36 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 4,794 $1.23M 0.66% +17 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 4,789 $1.23M 0.12% -17 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,784 $1.23M 0.03% +1,162 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 4,900 $1.23M 0.4% +1,156 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,767 $1.23M 0.05% +1,853 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 4,735 $1.22M 1.09% +1,348 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 4,716 $1.21M 0.01% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 4,708 $1.21M 1.06% +152 13F-HR Timeline Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 4,693 $1.21M 0.14% -721 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 4,689 $1.21M 0.19% 0 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 4,674 $1.2M 0.23% +445 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 4,669 $1.2M 0.46% -79 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 4,624 $1.19M 0.42% -140 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 4,615 $1.19M 0.22% +16 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 4,603 $1.18M 0.16% -1,834 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 4,596 $1.18M 0.02% +268 13F-HR Timeline Group Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 4,596 $1.18M 0.46% +1 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 4,593 $1.18M 0.06% +33 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 4,571 $1.17M 0.36% -792 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 4,532 $1.16M 0.06% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 4,522 $1.16M 0.09% +257 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 4,512 $1.16M <0.01% +40 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 4,508 $1.16M 0.72% 0 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 4,490 $1.15M 0.55% +18 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 4,473 $1.15M 0.54% -40 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 4,453 $1.14M 0.02% 0 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 4,407 $1.13M 0.91% 0 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 4,387 $1.13M 0.48% -573 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 4,370 $1.12M 0.68% +400 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,365 $1.12M 0.03% +770 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 4,283 $1.1M 0.58% 0 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 4,237 $1.09M 0.13% -63 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 4,234 $1.09M 0.01% +1,609 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 4,207 $1.08M 0.04% 0 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 4,177 $1.07M 0.21% +24 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 4,154 $1.07M 0.01% +1,317 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 4,126 $1.06M 0.86% 0 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 4,096 $1.05M 0.32% +41 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 4,084 $1.05M 0.08% -65 13F-HR Timeline KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 4,065 $1.04M 0.56% +2,295 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 4,063 $1.04M 0.12% +1,219 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 4,049 $1.04M 0.77% -186 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 4,035 $1.04M 0.82% +25 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 3,962 $1.02M 0.19% +5 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 3,957 $1.02M 0.04% -41 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 3,868 $994K 0.17% +9 13F-HR Timeline MARQUETTE ASSOCIATES, INC. More: the full row for MARQUETTE ASSOCIATES, INC. 3,826 $983K 0.98% -41 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 3,783 $972K 0.02% 0 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 3,777 $971K 0.17% -107 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 3,773 $970K 0.16% -1 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 3,762 $967K 0.37% +47 13F-HR Timeline BluePointe Capital Management, LLC More: the full row for BluePointe Capital Management, LLC 3,753 $965K 0.37% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 3,750 $964K 0.04% +2,739 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 3,736 $960K 0.26% -15 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,734 $960K 0.02% -807 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 3,729 $958K 0.17% new 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 3,692 $949K 0.27% +13 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 3,675 $944K 0.03% +299 13F-HR Timeline Group Pachira Investments Inc. More: the full row for Pachira Investments Inc. 3,694 $944K 0.66% +23 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 3,670 $943K 0.17% -392 13F-HR Timeline Golden Bell Financial Planning LLC More: the full row for Golden Bell Financial Planning LLC 3,670 $943K 0.92% -97 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 3,665 $942K 0.01% -130 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,634 $934K 0.03% -39 13F-HR Timeline Group GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 3,597 $925K 0.63% 0 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 3,591 $923K 0.08% 0 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 3,580 $920K 0.29% 0 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 3,579 $920K 0.18% -5 13F-HR/A Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 3,577 $919K 0.33% +13 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,566 $917K 0.03% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 3,558 $914K 0.17% +2 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 3,550 $913K 0.11% +2 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 3,547 $912K 0.26% -145 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 3,530 $907K 0.19% 0 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 3,516 $904K 0.34% 0 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 3,513 $903K 0.2% +10 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 3,510 $902K 0.43% 0 13F-HR Timeline Journey Beyond Wealth, LLC More: the full row for Journey Beyond Wealth, LLC 3,481 $895K 0.84% +2 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 3,477 $894K 0.09% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,463 $890K 0.01% +80 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 3,445 $885K 0.17% 0 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 3,438 $884K 0.19% -79 13F-HR Timeline OAKWORTH CAPITAL, INC. 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