MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 8,065 $2.3M 0.38% -20 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 8,033 $2.29M 1.8% +1,786 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 7,974 $2.27M 0.06% -123 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 7,938 $2.26M 0.08% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 7,763 $2.21M 0.18% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 7,674 $2.19M 0.02% +4,954 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 7,645 $2.18M 0.02% 0 13F-HR Timeline Group McDonough Capital Management, Inc More: the full row for McDonough Capital Management, Inc 37,048 $2.18M 1.22% +34,630 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 7,482 $2.13M 0.02% -350 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 7,434 $2.12M 0.18% +5,850 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 7,399 $2.11M 0.01% +118 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 7,352 $2.1M 0.12% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 7,261 $2.07M 0.05% +240 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 7,245 $2.07M 0.29% -1,961 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 7,225 $2.06M 0.22% +1,331 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 7,131 $2.03M 0.33% -108 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 7,127 $2.03M 1.62% 0 13F-HR Timeline KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 7,114 $2.03M 1% +3,049 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 7,053 $2.01M 0.13% +122 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 6,964 $1.99M 0.57% +231 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 6,861 $1.96M 0.13% 0 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 6,848 $1.95M 0.07% -1,504 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 6,816 $1.94M 0.08% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 6,740 $1.92M 0.04% +105 13F-HR Timeline Group S.A. Mason LLC More: the full row for S.A. Mason LLC 6,710 $1.91M 0.93% -84 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 6,654 $1.9M 0.28% +375 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 6,642 $1.89M 0.24% +350 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 6,615 $1.89M 0.08% 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 6,587 $1.88M 0.02% +621 13F-HR/A Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 6,563 $1.87M 0.52% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 6,541 $1.87M 1.54% +1,118 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 6,392 $1.87M 0.03% +228 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 6,533 $1.86M 0.56% -190 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 6,506 $1.86M 0.08% -50 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 6,452 $1.84M <0.01% +618 13F-HR Timeline Group Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 6,373 $1.82M 1.45% -363 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 6,274 $1.79M 0.12% 0 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 6,256 $1.78M 0.82% 0 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 6,250 $1.78M 0.92% +624 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 6,243 $1.78M 0.27% -33 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 6,227 $1.78M 0.12% +306 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 6,155 $1.76M 0.14% new 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 6,144 $1.75M <0.01% +83 13F-HR Timeline Group Net Worth Advisory Group More: the full row for Net Worth Advisory Group 6,082 $1.74M 0.38% +4,058 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 6,056 $1.73M 0.44% -13,188 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 6,040 $1.72M 1.56% -170 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 6,035 $1.72M 0.08% -1,832 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 6,032 $1.72M 0.01% -377 13F-HR Timeline Group Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 5,981 $1.71M 0.31% -828 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 5,966 $1.7M 0.41% +180 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 5,964 $1.7M 0.22% 0 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 5,950 $1.7M 1.22% +4 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 5,832 $1.66M 0.14% -1,863 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 5,832 $1.66M 0.03% -459 13F-HR Timeline Group DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 5,783 $1.65M 0.06% -1,529 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 5,775 $1.65M 1.17% +3,765 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 5,774 $1.65M 0.25% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 5,755 $1.64M 0.44% 0 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 5,751 $1.64M 0.11% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 5,741 $1.64M 0.19% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 5,721 $1.63M 0.13% +361 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 5,721 $1.63M 0.05% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 5,705 $1.63M 0.12% 0 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 5,702 $1.63M 0.89% +143 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 5,700 $1.63M 0.95% -2,138 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 5,678 $1.62M <0.01% -423 13F-HR Timeline Group Luminist Capital LLC More: the full row for Luminist Capital LLC 5,663 $1.61M 1.6% +828 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 5,619 $1.6M 0.49% -383 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 5,615 $1.6M 0.03% -1,035 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 5,609 $1.6M 1.43% 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,609 $1.6M 0.02% +1,455 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 5,608 $1.6M 0.24% +122 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 5,597 $1.6M 0.03% 0 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 5,581 $1.59M 0.5% -5,581 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 5,550 $1.58M 0.09% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 5,533 $1.58M 0.06% +721 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 5,375 $1.57M 0.05% -34 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 5,485 $1.56M 0.48% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 5,474 $1.56M 0.87% -4 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 5,470 $1.56M 0.03% +98 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 5,434 $1.55M 0.11% +912 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 5,426 $1.55M 0.17% 0 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 5,402 $1.54M 0.12% -445 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 5,400 $1.54M <0.01% new 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 5,400 $1.54M 0.1% 0 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 5,392 $1.54M 0.28% -78 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 5,365 $1.53M 0.1% -416 13F-HR/A Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 546 $1.53M 0.07% -64 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 5,361 $1.53M 0.13% -250 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 5,350 $1.53M 0.15% +1,964 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 5,290 $1.51M 0.49% -1,822 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 5,266 $1.51M 0.07% -186 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 5,265 $1.5M 0.09% -5,189 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 5,257 $1.5M <0.01% -1,618 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 5,248 $1.5M <0.01% 0 13F-HR Timeline Group TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 5,232 $1.49M 1.28% +204 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 5,216 $1.49M 0.02% +34 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 5,186 $1.48M 0.05% -504 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 5,177 $1.48M 1.2% +469 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 5,165 $1.47M <0.01% +653 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 5,150 $1.47M 3.01% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 5,141 $1.47M 0.04% -26 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 5,108 $1.46M 0.03% -46 13F-HR/A Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 5,091 $1.45M 0.25% -832 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 5,075 $1.45M 0.04% 0 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 5,079 $1.45M 0.03% 0 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 5,075 $1.45M 0.18% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 5,032 $1.44M 0.1% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 5,024 $1.43M 0.07% -164 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 5,015 $1.43M -105 Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 4,991 $1.42M 0.06% +398 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 4,970 $1.42M 0.01% +79 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 4,962 $1.42M 1.35% 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 4,957 $1.41M 0.05% +71 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 4,926 $1.41M 0.14% -148 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 4,900 $1.4M 0.41% 0 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 4,879 $1.4M 0.69% 0 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 4,891 $1.4M 0.2% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 4,889 $1.39M 0.05% 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 4,821 $1.38M 0.25% -973 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 4,811 $1.37M 0.06% 0 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 4,800 $1.37M 0.69% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 4,794 $1.37M 0.67% 0 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 4,789 $1.37M 0.13% 0 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 4,777 $1.36M 0.23% +162 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,767 $1.36M 0.06% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 4,763 $1.36M 0.27% -800 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 4,701 $1.34M 0.01% -14,852 13F-HR Timeline Group Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 4,701 $1.34M 0.29% -622 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 4,686 $1.34M 0.37% +590 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 4,666 $1.33M 0.18% -23 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 4,658 $1.33M 0.01% -58 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 4,626 $1.32M 0.97% -109 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 4,615 $1.32M 0.09% -297 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 4,603 $1.31M 0.24% -71 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 4,580 $1.31M 0.33% 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 4,561 $1.3M 0.21% -42 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 4,546 $1.3M 0.46% -50 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 4,532 $1.3M 0.06% 0 13F-HR Timeline Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 4,536 $1.29M 0.14% -157 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 4,536 $1.29M 0.72% +166 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 4,532 $1.29M 0.22% +974 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 4,521 $1.29M 0.04% -362 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 4,509 $1.29M 0.48% +19 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 4,508 $1.29M 0.72% 0 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 4,495 $1.28M 0.33% +1,076 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 4,492 $1.28M 0.04% +742 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 4,486 $1.28M 0.51% +13 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 4,426 $1.26M 0.02% -27 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 4,407 $1.26M 0.9% 0 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 4,387 $1.25M 0.43% 0 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 4,319 $1.23M 0.36% -350 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 4,312 $1.23M 0.2% new 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 4,283 $1.22M 0.59% 0 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 4,248 $1.21M 0.06% -746 13F-HR/A Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 4,237 $1.21M 0.13% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,222 $1.2M 0.03% -143 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 4,207 $1.2M 0.03% 0 13F-HR Timeline MARQUETTE ASSOCIATES, INC. More: the full row for MARQUETTE ASSOCIATES, INC. 4,166 $1.19M 1.17% +340 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 4,126 $1.18M 0.92% 0 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 4,098 $1.17M 0.18% -79 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 4,082 $1.16M 0.09% -2 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 4,035 $1.15M 0.67% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 4,021 $1.15M 0.02% -575 13F-HR Timeline Group American Money Management, LLC More: the full row for American Money Management, LLC 3,962 $1.13M 0.2% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 3,957 $1.13M 0.04% 0 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 3,868 $1.1M 0.17% 0 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 3,854 $1.1M 0.02% +189 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 3,853 $1.1M 0.05% +1,134 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 3,841 $1.1M 0.83% +147 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 3,807 $1.09M 0.18% -3,016 13F-HR Timeline Seven Post Investment Office LP More: the full row for Seven Post Investment Office LP 3,800 $1.08M 0.41% new 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 3,791 $1.08M 0.16% +14 13F-HR/A Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 3,783 $1.08M 0.02% 0 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 3,776 $1.08M 0.34% +14 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,631 $1.07M 0.03% +2,053 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 3,736 $1.07M 0.27% 0 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 3,729 $1.06M 0.2% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 3,728 $1.06M 0.02% +53 13F-HR Timeline Group Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 3,692 $1.05M 0.26% 0 13F-HR Timeline Golden Bell Financial Planning LLC More: the full row for Golden Bell Financial Planning LLC 3,670 $1.05M 0.99% 0 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 3,614 $1.03M 0.08% +23 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 3,596 $1.03M 0.14% -177 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 3,580 $1.02M 0.29% 0 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 3,577 $1.02M 0.33% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,564 $1.02M 0.03% -2 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 3,560 $1.02M 0.16% -19 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 3,554 $1.01M 0.17% -116 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 3,522 $1.01M 0.16% +9 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 3,530 $1.01M 0.19% 0 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 3,516 $1M 0.35% 0 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 3,510 $1M 0.44% 0 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 3,489 $995K 0.46% 0 13F-HR Timeline Journey Beyond Wealth, LLC More: the full row for Journey Beyond Wealth, LLC 3,481 $993K 0.84% 0 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 3,477 $992K 0.09% 0 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 3,449 $988K 0.19% +11 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 3,455 $986K 0.26% -92 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 3,445 $983K 0.17% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. 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