Franklin, Parlapiano, Turner & Welch, L… More: the full row for Franklin, Parlapiano, Turner & Welch, LLC 8,770 $2.7M 0.68% 0 13F-HR Timeline Dentgroup LLC More: the full row for Dentgroup LLC 8,705 $2.68M 1.73% -5 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 8,658 $2.67M 0.04% -11 13F-HR Timeline Hartmann Taylor Wealth Management, LLC More: the full row for Hartmann Taylor Wealth Management, LLC 8,626 $2.66M 1.91% +266 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 8,517 $2.62M 0.07% -77 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 8,490 $2.61M 0.01% -100 13F-HR Timeline Group Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 8,360 $2.57M 0.35% +1,706 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 8,351 $2.57M 0.06% +377 13F-HR Timeline BLUESTEM FINANCIAL ADVISORS, LLC More: the full row for BLUESTEM FINANCIAL ADVISORS, LLC 8,313 $2.56M 1% -59 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 8,105 $2.5M 0.3% -1,801 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 8,100 $2.49M <0.01% +2,700 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 8,057 $2.48M 0.7% -45 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 8,023 $2.47M 1.14% -309 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 7,938 $2.44M 0.09% 0 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 7,892 $2.43M 0.39% -173 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 7,867 $2.42M 0.02% +7,785 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 7,833 $2.41M 0.19% +70 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 7,792 $2.4M 1.75% -241 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 7,645 $2.35M 0.02% 0 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 7,449 $2.29M 0.01% +50 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 7,438 $2.29M 0.17% +4 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 7,352 $2.26M 0.13% 0 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 7,284 $2.24M 2.17% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 7,281 $2.24M 0.13% new 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 7,245 $2.23M 0.32% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 7,159 $2.2M 0.01% +1,127 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 7,141 $2.2M 0.02% -533 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 7,127 $2.19M 1.04% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 7,122 $2.19M 0.08% +306 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 7,113 $2.19M 0.13% +4,791 13F-HR Timeline Great Point Wealth Advisors, LLC More: the full row for Great Point Wealth Advisors, LLC 7,110 $2.19M 0.41% 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 7,091 $2.18M 0.27% +3,495 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 7,058 $2.17M 0.12% +5 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 7,053 $2.17M 0.05% +313 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 7,022 $2.16M <0.01% +570 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 6,966 $2.14M 0.13% +105 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 6,787 $2.09M 0.55% -177 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 6,742 $2.08M 0.31% -389 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 6,716 $2.07M 0.91% +6 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 6,699 $2.06M 0.03% +307 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 6,642 $2.04M 0.08% +27 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 6,600 $2.03M 1.06% +2,064 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 6,581 $2.03M 0.52% +18 13F-HR/A Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 6,501 $2.02M 0.21% -724 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 6,533 $2.01M 0.54% 0 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 6,503 $2.01M 0.25% new 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 6,491 $2M 1.61% -50 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 6,460 $1.99M 0.24% -182 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 6,451 $1.99M 0.08% -55 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 6,448 $1.99M 0.29% +2,136 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 6,433 $1.98M 0.94% +183 13F-HR Timeline KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 6,423 $1.98M 0.91% -691 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 6,422 $1.98M 0.48% +366 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 6,298 $1.94M <0.01% +4,470 13F-HR Timeline Group Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 6,274 $1.93M 0.12% 0 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 6,256 $1.93M 0.8% 0 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 6,227 $1.92M 0.11% 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 6,191 $1.91M <0.01% +513 13F-HR Timeline Group Luminist Capital LLC More: the full row for Luminist Capital LLC 6,159 $1.9M 1.64% +496 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 6,178 $1.9M 1.39% -195 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 6,040 $1.86M 1.56% 0 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 6,021 $1.85M 1.19% +71 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 6,021 $1.85M <0.01% +773 13F-HR Timeline Group Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 5,886 $1.81M 0.41% -80 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 5,782 $1.81M 0.13% -50 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 5,842 $1.8M 0.09% -193 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 5,832 $1.8M 0.02% 0 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 5,784 $1.78M 0.09% +752 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 5,774 $1.78M 0.24% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 5,769 $1.78M 0.19% +28 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 5,760 $1.77M 1.37% +583 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 5,755 $1.77M 0.45% 0 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 5,751 $1.77M 0.11% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 5,739 $1.77M 0.06% -44 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 5,721 $1.76M 0.05% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 5,705 $1.76M 0.09% 0 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 5,700 $1.75M 0.97% 0 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 5,630 $1.73M 0.1% +80 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 5,608 $1.73M 0.49% -11 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 5,597 $1.72M 0.03% 0 13F-HR/A Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 5,581 $1.72M 0.46% 0 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 5,559 $1.71M 1.06% -143 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 5,384 $1.71M 0.04% +9 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 5,525 $1.7M 0.89% -250 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 11,746 $1.69M 0.47% +6,261 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 5,500 $1.69M 0.06% +2,288 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 5,483 $1.69M 0.03% -132 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 5,476 $1.69M 0.89% +2 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,464 $1.68M 0.02% -145 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 5,447 $1.68M 0.1% +82 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 5,416 $1.67M 0.26% new 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 5,420 $1.67M 0.03% -50 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 5,416 $1.67M 0.86% new 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 5,410 $1.67M 0.12% +49 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 5,400 $1.66M 0.1% 0 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 5,360 $1.65M 0.07% +94 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 5,371 $1.65M 0.12% -31 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 5,342 $1.64M 0.06% -1,506 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 5,335 $1.64M 0.04% new 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 5,272 $1.62M <0.01% +15 13F-HR Timeline Group Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 5,269 $1.62M +254 Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 5,254 $1.62M 0.49% -36 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 5,235 $1.61M 0.02% +2,298 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 5,165 $1.59M 3.24% +15 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 5,164 $1.59M <0.01% -1 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 5,162 $1.59M 0.26% -819 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 5,155 $1.59M 0.05% -378 13F-HR Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 5,158 $1.58M 1.08% -74 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 5,139 $1.58M 0.02% new 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 5,108 $1.57M 0.16% -318 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 5,083 $1.57M 0.04% +8 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 5,069 $1.56M 0.02% -147 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 5,075 $1.56M 0.18% 0 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 5,052 $1.56M 0.25% -39 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 5,038 $1.55M 0.03% -41 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 5,025 $1.55M 0.03% -83 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 4,982 $1.53M 0.21% -626 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 4,974 $1.53M 1.37% +12 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 4,973 $1.53M 0.04% +16 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 4,957 $1.53M 0.31% +256 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 4,948 $1.52M 0.26% -444 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 4,947 $1.52M 0.18% -1,017 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 4,934 $1.52M 0.14% +8 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 4,907 $1.52M 0.4% +7 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 4,920 $1.51M 0.22% +1,052 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,893 $1.51M 0.06% +126 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 4,880 $1.51M 0.71% +1 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 4,891 $1.51M 0.2% 0 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 4,883 $1.5M 0.03% +1,100 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 4,867 $1.5M 0.06% +56 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 4,823 $1.49M 0.24% +2 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 4,808 $1.48M 0.67% +14 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 4,798 $1.48M <0.01% -13,043 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,795 $1.48M 0.03% +573 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 4,789 $1.47M 0.13% 0 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 4,785 $1.47M 0.99% +159 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 4,763 $1.47M 0.27% 0 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 4,777 $1.47M 0.22% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 4,755 $1.46M 0.04% +263 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 4,678 $1.44M 0.02% +657 13F-HR Timeline Group Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 4,666 $1.44M 0.18% 0 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 4,664 $1.44M 0.1% +49 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 4,662 $1.44M 0.04% -479 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,655 $1.43M 0.05% +802 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 4,594 $1.43M 0.22% +99 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 4,603 $1.42M 0.22% 0 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 4,593 $1.41M 0.05% -398 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 4,557 $1.4M 0.01% new 13F-HR/A Timeline GenTrust, LLC More: the full row for GenTrust, LLC 4,532 $1.4M 0.06% 0 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 4,541 $1.4M 0.01% -117 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 4,536 $1.4M 0.23% +4 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 4,530 $1.39M -21,563 Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 4,509 $1.39M 0.46% 0 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 4,481 $1.38M 0.43% new 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 4,479 $1.38M 0.09% -955 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 4,475 $1.38M 0.64% -33 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 4,451 $1.37M 0.04% -70 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 4,426 $1.36M 0.02% 0 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 4,407 $1.36M 0.91% 0 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 4,387 $1.35M 0.4% 0 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 4,319 $1.33M 0.33% 0 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 4,283 $1.32M 0.6% 0 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 4,246 $1.31M 0.33% -440 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 4,237 $1.3M 0.13% 0 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 4,207 $1.3M 0.03% 0 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 4,139 $1.27M 0.09% +57 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 4,126 $1.27M 0.94% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 4,122 $1.27M <0.01% +890 13F-HR Timeline Group MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 3,992 $1.27M 0.2% +462 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 4,113 $1.27M 0.18% +15 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 4,103 $1.26M 0.71% +262 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 4,098 $1.26M 0.18% +576 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,090 $1.26M 0.01% +835 13F-HR Timeline MARQUETTE ASSOCIATES, INC. More: the full row for MARQUETTE ASSOCIATES, INC. 4,042 $1.24M 1.5% -124 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 3,980 $1.23M 0.04% +23 13F-HR Timeline Group American Money Management, LLC More: the full row for American Money Management, LLC 3,967 $1.22M 0.2% +5 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 3,902 $1.2M 0.04% -1,284 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 3,898 $1.2M 0.97% +959 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 3,875 $1.19M +682 Timeline David J Yvars Group More: the full row for David J Yvars Group 3,868 $1.19M 0.64% -167 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 3,845 $1.18M 0.01% -9 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 3,819 $1.18M 0.34% -2,263 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 3,805 $1.17M 0.33% +29 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 3,804 $1.17M 0.17% -3 13F-HR Timeline Seven Post Investment Office LP More: the full row for Seven Post Investment Office LP 3,800 $1.17M 0.42% 0 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 3,791 $1.17M 0.16% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 3,771 $1.16M 0.02% +43 13F-HR Timeline Group Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 3,768 $1.16M 0.1% -1,582 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,716 $1.15M 0.03% +85 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 3,721 $1.15M 0.27% -15 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 3,703 $1.14M 0.25% +11 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 3,691 $1.14M 0.38% -855 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 3,654 $1.12M 0.01% +894 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 3,625 $1.12M 0.08% +11 13F-HR Timeline Golden Bell Financial Planning LLC More: the full row for Golden Bell Financial Planning LLC 3,607 $1.11M 0.97% -63 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 3,596 $1.11M 0.02% +825 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 3,587 $1.1M 0.32% +10 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 3,580 $1.1M 0.29% 0 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 3,548 $1.09M 0.17% -6 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,522 $1.08M 0.06% +1,930 13F-HR Timeline