LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 3,516 $1.08M 0.33% 0 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 3,510 $1.08M 0.75% +188 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 3,510 $1.08M 0.42% 0 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 3,489 $1.07M 0.42% -997 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 3,489 $1.07M 0.42% 0 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 3,477 $1.07M 0.09% 0 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 3,452 $1.07M 0.2% +571 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 3,457 $1.06M 0.26% +2 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 3,454 $1.06M 0.11% +192 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 3,449 $1.06M 0.21% 0 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 3,445 $1.06M 0.17% 0 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 3,440 $1.06M 0.15% -120 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 3,435 $1.06M 0.06% 0 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 3,425 $1.05M 0.21% -4 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,424 $1.05M 0.03% -140 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 3,420 $1.05M 0.01% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,397 $1.05M 0.02% 0 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 3,385 $1.04M 0.11% +1 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,374 $1.04M 0.04% +76 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,378 $1.04M 0.04% 0 13F-HR Timeline Group Slow Capital, Inc. More: the full row for Slow Capital, Inc. 3,343 $1.03M 0.12% +39 13F-HR Timeline KW WEALTH MANAGEMENT LLC More: the full row for KW WEALTH MANAGEMENT LLC 3,284 $1.01M 1.72% 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 3,280 $1.01M 0.37% 0 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 3,256 $1M 0.48% -132 13F-HR Timeline Journey Beyond Wealth, LLC More: the full row for Journey Beyond Wealth, LLC 3,258 $1M 0.83% -223 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 3,250 $1M 0.12% 0 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 3,221 $993K 0.86% 0 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 3,190 $985K 0.08% +197 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 3,185 $981K 0.11% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 3,169 $976K 0.11% -17 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 3,163 $974K 0.07% +1 13F-HR/A Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 3,075 $971K +13 Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 3,153 $971K 0.62% 0 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 3,136 $968K 0.24% +1,299 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 3,124 $962K 0.03% +1,481 13F-HR Timeline Group Farmers National Bank More: the full row for Farmers National Bank 3,109 $957K 0.23% +42 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 3,098 $954K 0.28% -56 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 3,098 $954K 0.16% +161 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 3,056 $941K 0.1% +5 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 3,050 $939K 0.15% +68 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 3,027 $934K 0.41% -119 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 2,947 $934K 0.05% -26 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 3,011 $927K 0.02% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,009 $926K 0.06% 0 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 2,994 $922K 0.09% +5 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,994 $922K 0.03% -27 13F-HR Timeline Astoria Strategic Wealth, Inc. More: the full row for Astoria Strategic Wealth, Inc. 2,965 $913K 0.23% -4 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,964 $912K 0.11% -14 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 2,952 $909K 0.18% -17 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 2,935 $903K 0.1% -180 13F-HR Timeline Essex LLC More: the full row for Essex LLC 2,931 $902K 0.16% -481 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,930 $902K 0.06% +1,924 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 2,925 $900K 0.53% -2 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,879 $886K 0.13% -6 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 2,871 $884K 0.14% -31 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 2,866 $882K 0.1% +8 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 2,813 $866K 0.47% +8 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 2,801 $862K 0.38% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,777 $855K 0.02% +4 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 2,776 $855K 0.09% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 2,772 $853K 0.07% +350 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,752 $847K 0.09% +66 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 2,750 $847K 0.12% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 2,731 $841K 0.23% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,730 $840K 0.04% -2,294 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 2,710 $834K 0.02% 0 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 2,690 $828K 0.07% 0 13F-HR Timeline SMI Advisory Services, LLC More: the full row for SMI Advisory Services, LLC 2,658 $822K 0.16% -126 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 2,654 $818K <0.01% +1 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 2,632 $810K 0.24% -575 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 2,628 $809K 0.1% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,622 $807K 0.01% -31 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,606 $802K 0.01% -19 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,590 $797K 0.04% 0 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 2,532 $796K 0.07% -3 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 2,584 $796K 0.07% 0 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 2,578 $794K 0.21% 0 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 2,576 $793K 0.13% 0 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 2,574 $792K 0.34% -49 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 2,572 $792K 0.11% -50 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 2,565 $790K 0.51% +2 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,564 $789K 0.08% -234 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 2,560 $788K <0.01% -49 13F-HR Timeline Group Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 2,546 $784K 0.1% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,478 $766K 0.07% -154 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 2,476 $762K 0.19% new 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 2,471 $761K 0.36% 0 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 2,461 $758K 0.06% -475 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 2,450 $754K 0.3% 0 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 2,443 $752K 0.06% 0 13F-HR Timeline McDonough Capital Management, Inc More: the full row for McDonough Capital Management, Inc 2,418 $744K 0.37% -34,630 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 2,400 $739K 0.78% -600 13F-HR Timeline DEFINE FINANCIAL, LLC More: the full row for DEFINE FINANCIAL, LLC 2,389 $736K 0.44% +7 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 2,388 $735K 0.18% +247 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 2,365 $728K 0.22% 0 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 2,360 $727K 0.46% 0 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 2,360 $727K 0.01% -50 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 2,358 $726K 0.08% -419 13F-HR Timeline City State Bank More: the full row for City State Bank 2,355 $725K 0.21% 0 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 2,342 $721K 0.06% -8 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 2,332 $718K 0.05% +12 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 2,325 $716K 0.08% +637 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 2,302 $712K 0.11% -9 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 2,306 $710K 0.42% 0 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 2,306 $710K 0.15% -105 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,305 $710K 0.01% -103 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,305 $710K 0.02% +308 13F-HR Timeline Group AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 2,296 $709K 0.06% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,293 $708K 0.02% -113 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 2,299 $708K 0.06% -142 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 2,291 $705K 0.01% -7 13F-HR Timeline Group XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 2,469 $704K 0.24% 0 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 2,266 $698K 0.02% -1 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,254 $694K 0.03% +768 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 2,235 $690K 0.06% -24 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 2,223 $686K 0.02% +40 13F-HR Timeline Trust Co More: the full row for Trust Co 2,214 $682K 0.07% 0 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 2,206 $679K 1.45% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,203 $678K 0.01% -888 13F-HR Timeline Group Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 2,201 $678K 0.03% -34 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,199 $677K 0.01% +13 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 2,191 $675K 0.51% -67 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 2,158 $670K 0.3% 0 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 2,166 $667K 0.08% -84 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 2,160 $665K 0.13% 0 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 2,157 $664K <0.01% 0 13F-HR/A Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,148 $661K 0.03% +34 13F-HR Timeline BANK OZK More: the full row for BANK OZK 2,147 $661K 0.23% -10 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 2,147 $661K 0.01% +89 13F-HR Timeline Group GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 2,140 $659K 0.02% +532 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 2,139 $658K 0.1% +19 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 2,121 $653K 0.34% 0 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 2,118 $652K 0.21% -250 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 2,117 $652K 0.02% +733 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 2,110 $650K 0.17% new 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,100 $646K 0.01% +426 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 2,083 $641K 0.11% +1 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 2,069 $637K 0.09% +80 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 2,054 $632K 0.07% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 2,040 $628K 0.28% -8 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 2,037 $627K 0.23% 0 13F-HR Timeline Rezny Wealth Management, Inc. More: the full row for Rezny Wealth Management, Inc. 2,035 $626K 0.13% 0 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 2,020 $622K 0.21% -24 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 2,019 $622K 0.02% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,017 $621K 0.03% -178 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 2,014 $620K 0.03% +1 13F-HR Timeline Envision Financial LLC More: the full row for Envision Financial LLC 1,989 $612K 0.35% +3 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,975 $612K 0.04% 0 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 1,984 $611K 0.11% 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 1,957 $602K 0.35% 0 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 1,955 $602K 0.05% +141 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 1,949 $600K 0.04% +53 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 1,941 $598K 0.32% -13 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 1,928 $595K 0.01% -3 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,928 $594K 0.01% -49 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 1,921 $591K 0.28% +45 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 1,914 $589K 0.02% -16 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 1,913 $589K 0.45% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 1,900 $585K <0.01% new 13F-HR/A Timeline Group VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 1,900 $585K 0.2% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,897 $584K 0.04% +907 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,895 $583K 0.02% +229 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 1,892 $582K 0.19% 0 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 1,886 $580K 0.16% -35 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 1,881 $579K 0.18% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 1,865 $574K 0.2% -48 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,845 $570K 0.01% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 1,841 $567K 0.05% -29 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 1,457 $567K 0.07% 0 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 1,838 $566K 0.07% 0 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 1,838 $566K 0.13% -170 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 1,832 $564K 0.36% -57 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 1,824 $561K 0.01% +3 13F-HR Timeline Group Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 1,823 $561K 0.03% -130 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 1,807 $556K 0.06% -5 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 1,792 $552K 0.12% 0 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 1,785 $551K 0.25% -27 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 1,789 $551K 0.16% +1 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 1,771 $545K 0.25% 0 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 1,758 $541K 0.08% 0 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 1,748 $538K 0.22% +1 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 1,747 $538K 0.02% -196 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 1,735 $534K 0.38% +111 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 1,733 $534K 0.21% 0 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 1,729 $532K 0.56% +4 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 1,697 $522K 0.08% -14 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 1,692 $522K 0.34% 0 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 1,694 $521K 0.01% +3 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,688 $520K 0.05% +118 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 1,666 $513K 0.05% 0 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 1,663 $512K 0.13% +9 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,659 $511K 0.06% 0 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 1,648 $507K 0.04% +4 13F-HR/A Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,641 $507K 0.02% +925 13F-HR Timeline Group WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 1,644 $506K 0.02% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,641 $505K 0.01% +504 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 1,627 $501K 0.35% 0 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 1,606 $494K 0.23% -31 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 1,558 $492K 0.11% +3 13F-HR Timeline MITCHELL CAPITAL MANAGEMENT CO More: the full row for MITCHELL CAPITAL MANAGEMENT CO 1,595 $491K 0.08% 0 13F-HR Timeline