Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 9,115 $2.87M 0.64% -8 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 9,050 $2.85M 1.21% -118 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 9,002 $2.83M 0.61% +3 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 8,998 $2.83M 0.2% -58 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 8,997 $2.83M 0.82% -205 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 3,186 $2.83M 1.69% -5,904 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 8,958 $2.82M 0.07% +2 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 8,939 $2.82M 0.05% -795 13F-HR Timeline Franklin, Parlapiano, Turner & Welch, L… More: the full row for Franklin, Parlapiano, Turner & Welch, LLC 8,770 $2.8M 0.69% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 8,838 $2.78M 0.02% -538 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 8,834 $2.78M 0.07% +317 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 8,793 $2.77M 0.04% -116 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 8,722 $2.75M 0.59% +1,935 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 8,717 $2.74M 2.05% +2,957 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 8,697 $2.74M 0.33% 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 8,673 $2.73M 0.46% -203 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 8,568 $2.7M 0.02% +4,478 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 8,469 $2.68M <0.01% +2,171 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 8,512 $2.68M 0.04% -146 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 8,490 $2.67M 0.06% +139 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 8,416 $2.65M 0.42% -564 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 8,280 $2.61M 0.01% -210 13F-HR/A Timeline Group BLUESTEM FINANCIAL ADVISORS, LLC More: the full row for BLUESTEM FINANCIAL ADVISORS, LLC 8,272 $2.6M 1.01% -41 13F-HR Timeline Hartmann Taylor Wealth Management, LLC More: the full row for Hartmann Taylor Wealth Management, LLC 8,096 $2.55M 1.72% -530 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 7,965 $2.51M 0.02% +824 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 7,897 $2.49M 0.01% +2,625 13F-HR Timeline Group MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 7,879 $2.48M 0.39% -13 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 7,867 $2.48M 0.02% 0 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 7,764 $2.44M 1.74% -28 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 7,728 $2.43M 1.06% -295 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 7,715 $2.43M 0.08% -223 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 7,707 $2.43M 0.66% -350 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 7,678 $2.42M 0.03% new 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 7,645 $2.41M 0.02% 0 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 7,643 $2.41M 0.18% -190 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 7,591 $2.39M 1.22% +991 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 7,352 $2.31M 0.13% 0 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 7,275 $2.29M 0.62% 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 7,268 $2.29M 0.01% +109 13F-HR Timeline Group Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 7,191 $2.26M 0.12% +78 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 7,167 $2.26M 0.17% -271 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 7,127 $2.24M 1% 0 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 7,117 $2.24M <0.01% +95 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 7,077 $2.23M 0.01% -372 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 7,040 $2.22M <0.01% -1,060 13F-HR Timeline Great Point Wealth Advisors, LLC More: the full row for Great Point Wealth Advisors, LLC 7,016 $2.21M 0.4% -94 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 6,996 $2.2M 0.12% +30 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 6,989 $2.2M 0.16% +5,463 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 6,972 $2.19M 0.07% -150 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 6,964 $2.19M 0.12% -94 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 6,956 $2.19M 0.13% -325 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 6,947 $2.19M 0.03% +248 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 6,897 $2.17M 0.07% +1,158 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 6,786 $2.14M 0.04% -267 13F-HR Timeline Group Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 6,774 $2.13M 0.3% +32 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 6,761 $2.13M 0.13% +4,777 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 6,726 $2.12M 0.84% +10 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 6,675 $2.1M 0.53% +94 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 6,657 $2.1M +2,782 Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 6,643 $2.09M 0.04% +3,866 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 6,637 $2.09M 0.54% 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 6,594 $2.08M 1.77% +1,620 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 6,546 $2.06M 0.08% +95 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 6,521 $2.05M 1.64% +30 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 6,503 $2.05M 0.22% 0 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 6,496 $2.05M 0.93% +63 13F-HR Timeline KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 6,400 $2.01M 1.03% -23 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 6,383 $2.01M 0.04% +2,612 13F-HR Timeline Group RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 6,356 $2M 0.24% -104 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 6,351 $2M 4.29% +1,186 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 6,323 $1.99M 2.45% +164 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 6,308 $1.99M <0.01% +3,748 13F-HR Timeline Group Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 6,288 $1.98M 0.15% +3,098 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 6,274 $1.98M 0.12% 0 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 6,256 $1.97M 0.82% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 6,170 $1.96M 0.2% -331 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 6,217 $1.96M 1.69% 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 6,208 $1.95M 1.23% +187 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 6,095 $1.92M 0.09% +253 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 6,019 $1.89M 0.11% -208 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 6,015 $1.89M 1.45% -25 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 6,009 $1.89M 0.03% +5,066 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 6,009 $1.89M <0.01% -12 13F-HR Timeline Group C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 5,987 $1.88M 0.11% +540 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 5,967 $1.88M 0.38% +2,148 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 5,856 $1.84M 0.42% -30 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 5,853 $1.84M 0.13% +71 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 5,824 $1.83M 0.43% -598 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 5,814 $1.83M 0.04% +1,059 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 5,799 $1.83M 0.03% +774 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 5,776 $1.82M 0.23% +2 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 5,774 $1.82M 0.19% +5 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 5,755 $1.81M 0.45% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 5,755 $1.81M 0.13% +345 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 5,735 $1.81M 0.02% -97 13F-HR Timeline Group MASECO LLP More: the full row for MASECO LLP 5,730 $1.8M 0.08% new 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 5,705 $1.8M 0.09% 0 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 5,700 $1.79M 1.02% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 5,699 $1.79M <0.01% +535 13F-HR Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 5,668 $1.78M 1.19% +510 13F-HR/A Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 5,647 $1.78M 0.91% 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 5,630 $1.77M 0.1% 0 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 5,610 $1.77M 0.07% +250 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 5,597 $1.76M 0.03% 0 13F-HR/A Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 11,837 $1.76M 0.5% +91 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 5,589 $1.76M 0.47% -944 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 5,584 $1.76M 0.04% +1,868 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 5,581 $1.76M 0.39% 0 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 5,560 $1.75M 0.48% -48 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 5,520 $1.74M 0.98% -5 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 5,442 $1.73M 0.04% +58 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 5,465 $1.72M <0.01% -726 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 5,457 $1.72M +927 Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 5,449 $1.72M 0.1% +49 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 5,421 $1.71M 0.05% -300 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 5,393 $1.7M 0.83% -83 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,384 $1.69M 0.02% -80 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 5,373 $1.69M 0.12% +2 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 5,350 $1.68M 0.02% +115 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 5,341 $1.68M 0.08% -443 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 5,321 $1.68M 0.06% -21 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 5,280 $1.66M +11 Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 5,262 $1.66M 0.03% -158 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 5,251 $1.65M 0.1% -500 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 5,244 $1.65M 0.05% +89 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 5,214 $1.64M 0.23% +52 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 5,191 $1.63M 0.32% +234 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 5,166 $1.63M 0.21% +184 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 5,155 $1.62M 0.03% +182 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,124 $1.61M 0.03% +329 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 5,098 $1.6M 0.04% +15 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 5,075 $1.6M 0.18% 0 13F-HR Timeline Calder Financial LLC More: the full row for Calder Financial LLC 5,060 $1.59M 1.56% 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 5,055 $1.59M 3.02% -5,690 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 5,050 $1.59M 0.05% -450 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 5,049 $1.59M 0.24% -3 13F-HR/A Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 5,018 $1.58M 0.19% +1,564 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 5,014 $1.58M 0.01% 13F-HR/A Timeline Group Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 4,988 $1.57M 0.03% -50 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 4,971 $1.56M 0.18% +24 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 4,891 $1.56M 0.2% 0 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 4,949 $1.56M 0.12% +15 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,945 $1.56M 0.03% -538 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 4,942 $1.56M 0.4% +35 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 4,933 $1.55M 0.22% +13 13F-HR Timeline Dentgroup LLC More: the full row for Dentgroup LLC 4,907 $1.54M 1.06% -3,798 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 4,883 $1.54M 0.03% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,869 $1.53M 0.06% -24 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 4,837 $1.52M 0.95% -722 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 4,834 $1.52M 0.62% +26 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 4,825 $1.52M 0.23% +2 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 4,797 $1.51M 0.15% -311 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 4,789 $1.51M 0.13% 0 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 4,735 $1.49M 0.45% -519 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 4,666 $1.49M 0.17% 0 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 4,727 $1.49M 0.02% -412 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 4,711 $1.48M 0.61% +236 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 4,708 $1.48M 0.05% -159 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 4,679 $1.47M 0.27% -84 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 4,664 $1.47M 0.23% -284 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 4,660 $1.47M 1.03% -125 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,654 $1.47M 0.05% -1 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 4,644 $1.46M 0.05% +51 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 4,641 $1.46M 0.32% +395 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 4,639 $1.46M 0.1% -25 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 4,613 $1.45M 0.02% -65 13F-HR Timeline Group Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 4,600 $1.45M 1.3% 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 4,595 $1.45M 0.03% +2,478 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 4,594 $1.45M 1.11% -1,584 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 4,580 $1.44M 0.19% new 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 4,571 $1.44M 0.09% 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 4,541 $1.43M 0.01% 0 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 4,532 $1.43M 0.06% 0 13F-HR Timeline DUTCH ASSET Corp More: the full row for DUTCH ASSET Corp 4,513 $1.42M 1.09% 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 4,509 $1.42M 0.45% 0 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 4,499 $1.42M 0.03% +903 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 4,495 $1.41M 0.09% +16 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 4,481 $1.41M 0.4% 0 13F-HR Timeline Cedarwood Wealth LLC More: the full row for Cedarwood Wealth LLC 4,398 $1.4M 1.56% 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 4,451 $1.4M 0.04% 0 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 4,438 $1.4M 0.03% +231 13F-HR Timeline Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 4,420 $1.39M 0.13% new 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 4,407 $1.39M 0.92% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 4,389 $1.38M 0.04% -273 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 4,386 $1.38M 0.51% +897 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 4,324 $1.36M 0.25% +872 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 4,310 $1.36M 0.21% -226 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 4,304 $1.35M 0.04% new 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 4,294 $1.35M 0.2% -300 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 4,237 $1.33M 0.14% 0 13F-HR Timeline Tenzing Financial LLC More: the full row for Tenzing Financial LLC 4,191 $1.32M 1.07% 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 4,159 $1.31M 0.02% +314 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 4,156 $1.31M 0.29% -163 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 4,148 $1.31M 0.17% +35 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 4,126 $1.3M 0.72% 0 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 4,084 $1.3M 0.19% +92 13F-HR Timeline Pachira Investments Inc. 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