ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 4,002 $1.26M 0.02% +1,855 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 3,980 $1.25M 0.03% 0 13F-HR/A Timeline Group EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 3,951 $1.24M 0.04% +49 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 3,918 $1.23M 0.94% +20 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 3,861 $1.22M 0.19% -106 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 3,833 $1.21M 0.36% +2,100 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 3,801 $1.2M 0.64% -67 13F-HR Timeline Seven Post Investment Office LP More: the full row for Seven Post Investment Office LP 3,800 $1.2M 0.43% 0 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 3,786 $1.19M 0.1% +18 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 3,729 $1.17M 0.15% new 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 3,723 $1.17M 0.25% +20 13F-HR Timeline Madrid Wealth Management, LLC More: the full row for Madrid Wealth Management, LLC 3,717 $1.17M 0.95% 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 3,712 $1.17M 0.16% -79 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 3,650 $1.16M 0.17% -1,766 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 3,650 $1.16M 0.52% -1,766 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 3,674 $1.16M 0.08% +49 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 3,661 $1.15M 0.42% -30 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 3,655 $1.15M 0.27% -66 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 3,654 $1.15M 0.01% 0 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 3,624 $1.14M 0.31% -181 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 3,607 $1.14M 0.33% +20 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 3,598 $1.13M 0.16% -206 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 3,580 $1.13M 0.29% 0 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 3,533 $1.11M 0.26% +76 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 3,516 $1.11M 0.32% 0 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 3,513 $1.11M 0.16% -35 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 3,510 $1.1M 0.39% 0 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 3,489 $1.1M 0.39% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,479 $1.1M 0.04% +55 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 3,477 $1.09M 0.09% 0 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 3,467 $1.09M 0.21% +18 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 3,466 $1.09M 0.18% 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 3,459 $1.09M 0.76% -51 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 3,445 $1.08M 0.17% 0 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 3,442 $1.08M 0.14% +2 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 3,437 $1.08M 0.01% +17 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 3,435 $1.08M 0.06% 0 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 3,425 $1.08M 0.2% 0 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 3,411 $1.07M 0.17% +835 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,385 $1.07M 0.04% +7 13F-HR Timeline Group Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 3,356 $1.06M 0.11% -29 13F-HR Timeline Golden Bell Financial Planning LLC More: the full row for Golden Bell Financial Planning LLC 3,347 $1.05M 0.88% -260 13F-HR Timeline KW WEALTH MANAGEMENT LLC More: the full row for KW WEALTH MANAGEMENT LLC 3,330 $1.05M 1.59% +46 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,297 $1.04M 0.02% -100 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 3,280 $1.03M 0.37% 0 13F-HR Timeline Journey Beyond Wealth, LLC More: the full row for Journey Beyond Wealth, LLC 3,259 $1.03M 0.82% +1 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 3,250 $1.02M 0.12% 0 13F-HR Timeline Slow Capital, Inc. More: the full row for Slow Capital, Inc. 3,245 $1.02M 0.12% -98 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 3,226 $1.02M 0.41% -30 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 3,175 $1.01M +100 Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 3,190 $1M 0.33% new 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 3,187 $1M 0.17% +89 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 3,185 $1M 0.11% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 3,163 $996K 0.07% 0 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 3,153 $993K 0.59% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 3,152 $992K 0.11% -17 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 3,145 $990K 0.12% +181 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 3,109 $979K 0.22% 0 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 3,098 $975K 0.27% 0 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 3,098 $975K 0.23% -38 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,090 $973K 0.03% -284 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 3,083 $970K 0.26% -1,304 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,074 $968K 0.02% +974 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 3,068 $966K 0.1% +12 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 3,055 $962K 0.26% 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 3,051 $960K 0.03% +57 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 3,048 $960K 0.13% -2 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 3,036 $956K 0.05% +106 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 3,027 $953K 0.41% 0 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 3,011 $948K 0.02% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,009 $947K 0.05% 0 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 2,994 $943K 0.09% 0 13F-HR Timeline Astoria Strategic Wealth, Inc. More: the full row for Astoria Strategic Wealth, Inc. 2,965 $933K 0.23% 0 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 2,954 $930K 0.17% +2 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 2,953 $930K 0.06% +6 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 2,925 $921K 0.54% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,913 $917K 0.04% -609 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 2,904 $914K 0.58% -317 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,879 $906K 0.13% 0 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 2,862 $901K 0.1% -4 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 2,846 $896K 0.13% -25 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 2,846 $896K 0.11% 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 2,840 $894K 0.1% -95 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 2,828 $890K 0.45% +15 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,807 $884K 0.01% +185 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 2,801 $882K 0.37% 0 13F-HR Timeline Essex LLC More: the full row for Essex LLC 2,787 $877K 0.16% -144 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 2,781 $875K 0.1% +943 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 2,773 $873K 0.07% +1 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 2,763 $870K 0.08% -13 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 2,750 $866K 0.12% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 2,743 $863K 0.24% +388 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 2,731 $860K 0.23% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,730 $859K 0.04% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,727 $858K 0.01% +121 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 2,710 $853K 0.02% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,679 $843K 0.02% +386 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 2,646 $833K 0.02% +506 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 2,628 $827K 0.09% 0 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 2,610 $822K 0.06% -80 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 2,599 $818K <0.01% -1,523 13F-HR Timeline Group STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 2,595 $817K 0.21% -37 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 2,591 $816K 0.21% +13 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 2,584 $814K 0.07% 0 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 2,573 $810K 0.06% +274 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 2,572 $810K 0.1% 0 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 2,569 $809K 0.49% +4 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 2,568 $808K 0.19% +180 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 2,525 $805K 0.07% -7 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,532 $804K 0.07% +54 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 2,547 $802K 0.19% +1,139 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 2,546 $801K 0.1% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,539 $799K 0.08% -25 13F-HR Timeline SMI Advisory Services, LLC More: the full row for SMI Advisory Services, LLC 2,468 $791K 0.14% -190 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 2,483 $782K 0.06% +22 13F-HR Timeline Amicus Financial Advisors, LLC More: the full row for Amicus Financial Advisors, LLC 2,476 $780K 0.22% 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 2,471 $778K 0.35% 0 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 2,465 $776K 0.19% -11 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 2,450 $771K 0.29% 0 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 2,411 $768K 0.72% 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 2,418 $761K 0.13% -51 13F-HR Timeline McDonough Capital Management, Inc More: the full row for McDonough Capital Management, Inc 2,418 $761K 0.37% 0 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 2,416 $761K 0.33% 13F-HR Timeline DEFINE FINANCIAL, LLC More: the full row for DEFINE FINANCIAL, LLC 2,402 $756K 0.43% +13 13F-HR Timeline Fullerton Advisors, LLC More: the full row for Fullerton Advisors, LLC 2,397 $755K 0.75% 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 2,386 $751K 0.16% +80 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 2,377 $748K 0.53% new 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 2,365 $745K 0.23% 0 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 2,360 $743K 0.46% 0 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 2,358 $742K 0.07% 0 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 2,355 $741K 0.06% +13 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,348 $739K 0.03% -242 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 2,323 $731K 0.05% -120 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,313 $728K 0.03% +1,268 13F-HR Timeline Group Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 2,306 $726K 0.41% 0 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 2,296 $723K 0.07% 0 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 2,283 $720K 0.01% +355 13F-HR Timeline Group SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 2,280 $718K 0.05% new 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 2,274 $716K 0.02% +8 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,263 $712K 0.03% +115 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,253 $709K 0.01% -52 13F-HR Timeline Group Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 2,240 $705K 0.06% +5 13F-HR/A Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 2,236 $704K 0.01% -55 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 2,236 $704K 0.1% +167 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 2,229 $702K 0.04% +798 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 2,223 $700K 0.02% 0 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 2,222 $699K 0.01% -138 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,210 $696K 0.01% +7 13F-HR Timeline Group NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 2,208 $695K 0.05% -124 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,199 $692K 0.01% 0 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,183 $687K 0.07% -569 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 2,160 $680K 0.13% 0 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 2,154 $678K 0.08% -12 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 2,150 $677K 0.69% -250 13F-HR Timeline BANK OZK More: the full row for BANK OZK 2,147 $676K 0.24% 0 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 2,146 $676K 0.27% -428 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 2,158 $675K 0.28% 0 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 2,131 $671K 0.08% new 13F-HR Timeline Group CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 2,125 $669K 0.46% -66 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 2,125 $669K 0.03% -76 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 2,121 $668K 0.32% 0 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 2,118 $667K 0.2% 0 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 2,113 $665K 0.04% +824 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 2,110 $664K 0.17% 0 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 2,107 $663K 0.46% +372 13F-HR Timeline Briggs Wealth Management, Inc More: the full row for Briggs Wealth Management, Inc 2,090 $658K 0.71% 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 2,087 $657K 0.28% +302 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 2,056 $647K 0.07% +2 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 2,057 $647K 0.09% -82 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 2,041 $643K 0.19% +160 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 2,040 $642K 0.29% 0 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 2,038 $642K 0.04% new 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 2,037 $641K 0.24% 0 13F-HR Timeline Rezny Wealth Management, Inc. More: the full row for Rezny Wealth Management, Inc. 2,035 $641K 0.13% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 2,033 $640K 0.01% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,033 $640K 0.02% -272 13F-HR Timeline Group PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 2,024 $637K 0.1% -59 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 2,019 $636K 0.02% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,019 $635K 0.03% +2 13F-HR Timeline Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 2,016 $635K 0.51% 13F-HR Timeline Envision Financial LLC More: the full row for Envision Financial LLC 1,996 $628K 0.33% +7 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 1,989 $626K 0.21% -31 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 1,984 $624K 0.03% -30 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,975 $623K 0.04% 0 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 1,971 $620K 1.32% -235 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 1,966 $619K 0.03% +322 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 1,959 $617K 0.03% +118 13F-HR/A Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 1,957 $616K 0.35% 0 13F-HR Timeline Karnit Road Accident Victims Compensati… More: the full row for Karnit Road Accident Victims Compensation Fund 1,950 $614K 0.35% 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 1,935 $609K 0.04% -14 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 1,935 $609K 0.05% -20 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 1,927 $607K 0.02% +13 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 1,927 $607K 0.2% 13F-HR/A Timeline LongView Wealth Management More: the full row for LongView Wealth Management 1,878 $602K 0.15% -8 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 1,913 $602K 0.46% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,908 $600K 0.02% +13 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 1,900 $598K 0.2% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,897 $597K 0.04% 0 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 1,892 $596K 0.19% 0 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 1,891 $595K 0.07% +434 13F-HR/A Timeline