Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 7,188 $1.06M 0.21% +49 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 7,171 $1.06M 0.12% +518 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 7,156 $1.06M 0.38% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 7,156 $1.06M 0.1% +14 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 7,151 $1.06M 0.36% -502 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 7,098 $1.05M 0.02% -237 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 7,056 $1.05M 0.09% +2,770 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 7,055 $1.04M 0.4% +124 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 7,027 $1.04M 0.38% +40 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 7,026 $1.04M 0.11% +687 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 6,997 $1.04M 0.32% -224 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 6,697 $1.04M 0.35% -9 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 6,966 $1.03M 0.35% -148 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 6,934 $1.03M 0.06% -258 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 6,955 $1.03M 0.04% -155 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 6,691 $1.03M 0.28% 0 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 6,937 $1.03M 0.07% new 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 6,928 $1.03M 0.09% 0 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 6,902 $1.02M 0.58% +1,440 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 6,881 $1.02M 0.15% +90 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 6,878 $1.02M 0.53% +401 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 6,813 $1.01M 0.04% +4,802 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 6,800 $1.01M 0.29% +100 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 6,777 $1M 0.16% +77 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 6,742 $998K 0.14% -308 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 6,717 $995K 0.03% +502 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 6,714 $994K 0.95% -60 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 6,700 $992K <0.01% new 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 6,627 $981K 0.8% 0 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 6,620 $980K 1.17% 0 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 6,603 $978K 0.07% +1 13F-HR Timeline Cauble & Harre Wealth Management, Inc. More: the full row for Cauble & Harre Wealth Management, Inc. 6,260 $976K 0.78% -67 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 6,592 $976K 0.8% -204 13F-HR Timeline Alamar Capital Management, LLC More: the full row for Alamar Capital Management, LLC 6,585 $975K 0.6% 0 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 6,558 $971K 0.19% +91 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 6,538 $968K 0.15% -177 13F-HR/A Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 6,133 $964K 0.08% -235 13F-HR Timeline WealthSpring Partners, LLC More: the full row for WealthSpring Partners, LLC 6,499 $962K 0.88% +3 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 6,490 $961K 0.78% -589 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 6,458 $956K 0.26% 0 13F-HR Timeline Group Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 6,433 $953K 0.25% +675 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 6,413 $950K 0.21% new 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 6,401 $948K 0.01% +58 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 6,384 $945K 0.08% +1,480 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 6,067 $942K 0.01% +2 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 6,344 $940K 0.96% -94 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 6,042 $935K 0.3% +3,515 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 6,300 $933K 0.07% 0 13F-HR Timeline Brown Financial Advisory More: the full row for Brown Financial Advisory 6,296 $932K 0.46% -1,954 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 6,472 $929K 0.04% 0 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 6,266 $928K 0.08% 0 13F-HR Timeline Coastline Complete Wealth LLC More: the full row for Coastline Complete Wealth LLC 6,241 $924K 0.57% -747 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 6,205 $919K 0.07% +1,380 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 6,200 $918K 0.43% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 6,148 $910K 0.05% +1,092 13F-HR Timeline First Citizens Asset Management, Inc. More: the full row for First Citizens Asset Management, Inc. 6,142 $910K 0.32% +438 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 6,140 $908K 0.79% +10 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 6,131 $908K 0.05% -17,545 13F-HR Timeline FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 6,108 $905K 0.44% +1 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 6,107 $904K 0.2% 0 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 6,065 $898K 0.46% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 6,059 $897K 0.02% +3,941 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 6,054 $897K 0.03% -662 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 6,036 $894K 0.08% -41 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 5,998 $888K 0.54% -820 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 5,980 $886K 0.61% +7 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 5,977 $885K 0.21% -1,856 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 5,967 $884K 0.24% 0 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 5,961 $883K 0.58% -160 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 5,957 $882K 0.01% +183 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 5,922 $877K 0.06% +860 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 5,917 $876K 0.7% +2,024 13F-HR Timeline Cassady Wealth & Retirement Planning, L… More: the full row for Cassady Wealth & Retirement Planning, LLC 5,567 $875K 0.45% -28 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 5,899 $874K 0.07% +1,457 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 5,876 $870K 0.06% +2,379 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 5,862 $868K 0.38% +17 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 5,860 $868K 0.52% +678 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 5,837 $864K 0.21% +2,977 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 5,805 $860K 0.32% 0 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 5,750 $852K <0.01% new 13F-HR/A Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 5,743 $851K 0.62% -697 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 5,742 $850K 0.35% -10 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 5,724 $848K 0.17% -195 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 5,890 $845K 0.08% 0 13F-HR Timeline Group Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 5,686 $842K +3,094 Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 5,678 $841K 0.29% 0 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 5,675 $840K 0.05% -100 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 5,665 $839K 0.07% +3,080 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 5,662 $839K 0.28% +15 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 5,654 $837K 0.53% -296 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 5,652 $837K 0.08% 0 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 5,623 $833K 0.04% -207 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 5,620 $832K 0.02% -102 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 5,600 $829K 0.04% 0 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 5,586 $827K 0.15% new 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 5,581 $827K 0.1% +26 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 5,331 $819K 0.39% +105 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 5,509 $816K 0.29% -52 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 5,481 $812K 0.5% -92 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 5,473 $811K 0.39% -61 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 5,441 $806K 0.09% -25,165 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 5,437 $805K 0.12% 0 13F-HR Timeline MLP3, LLC More: the full row for MLP3, LLC 5,430 $804K 0.89% 0 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 5,420 $803K 0.05% +115 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 5,403 $800K 0.27% +2,330 13F-HR Timeline Legend Capital Advisors LLC More: the full row for Legend Capital Advisors LLC 5,400 $800K 0.5% -836 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 5,397 $799K 0.09% -100 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 5,393 $799K 0.02% +288 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 5,389 $798K 0.01% 0 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 5,389 $798K 0.16% -1,500 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 5,375 $796K 0.05% -2,659 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 5,352 $796K 0.51% -460 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 5,307 $786K 0.2% -70 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 5,274 $781K 0.12% +232 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 5,275 $781K 0.29% 0 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 5,261 $779K 0.18% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 5,213 $771K 0.04% +100 13F-HR Timeline Todd Wealth Management, LLC More: the full row for Todd Wealth Management, LLC 5,195 $769K 0.7% -355 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 5,190 $769K 0.51% +6 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 5,177 $767K 0.35% -491 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 5,172 $766K 0.73% +6 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 5,167 $765K 0.14% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 5,150 $762K 0.01% -319 13F-HR Timeline TD Asset Management Inc More: the full row for TD Asset Management Inc 5,135 $760K <0.01% +35 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 5,106 $756K 0.26% +156 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 5,097 $755K 0.58% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 5,096 $755K 0.22% -6,624 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 5,091 $754K 0.1% -559 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 5,091 $754K 0.01% +522 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 5,090 $754K 0.12% +169 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 5,089 $754K 0.16% +971 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 5,077 $752K +2,366 Timeline BREAKTHRU ADVISORY SERVICES, LLC More: the full row for BREAKTHRU ADVISORY SERVICES, LLC 5,077 $752K 1.21% 0 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 4,827 $750K 0.33% +1,195 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 4,876 $750K 0.02% -247 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 5,045 $746K 0.12% +295 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 5,031 $745K 0.28% 0 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 5,018 $743K 0.09% +1,313 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 5,017 $743K 0.16% 0 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 5,013 $742K 0.01% -531 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 4,956 $734K 0.2% +365 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 4,941 $732K 0.04% +409 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 4,925 $729K 0.23% +629 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 4,912 $727K 0.07% 0 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 4,909 $727K 0.51% 0 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 4,888 $724K 0.04% 0 13F-HR Timeline DiPaolo Financial Group, Inc. More: the full row for DiPaolo Financial Group, Inc. 4,871 $721K 0.53% +99 13F-HR Timeline McAlister, Sweet & Associates, Inc. More: the full row for McAlister, Sweet & Associates, Inc. 4,866 $721K 0.45% -32 13F-HR Timeline BAYBAN More: the full row for BAYBAN 4,863 $720K 0.63% -415 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 4,863 $720K 0.04% +3 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 4,860 $720K 0.03% +1 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 4,855 $719K 0.18% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 4,854 $719K 0.07% -70 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 4,843 $717K 0.04% -12 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 4,838 $716K 0.02% +793 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 4,802 $711K 0.16% +5 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 4,798 $711K 0.21% 0 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 4,794 $710K 0.15% -28 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 4,790 $709K 0.36% +961 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 4,776 $707K 0.05% -56 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 4,771 $707K 0.28% -41 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 4,768 $706K 0.05% +413 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 4,768 $706K 0.05% +28 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 4,750 $703K 0.2% +63 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 4,734 $701K 0.01% -4,382 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 4,695 $695K 0.06% +21 13F-HR Timeline BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 4,478 $695K 0.14% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 4,692 $695K 0.06% -805 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 4,671 $692K 0.13% -1,650 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 4,629 $686K 0.11% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 4,612 $683K 0.02% -220 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 4,609 $683K 0.44% -43 13F-HR Timeline Merited Wealth, LLC More: the full row for Merited Wealth, LLC 4,580 $678K 0.56% +269 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 4,578 $678K 0.07% 0 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 4,334 $678K 0.08% -3 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 4,555 $675K 0.01% +136 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 4,541 $673K 0.02% 0 13F-HR/A Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 4,535 $672K 0.35% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 4,534 $671K 0.1% 0 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 4,529 $671K 0.08% +60 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 4,524 $670K 0.27% +10 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 4,522 $670K 0.32% -26 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 4,517 $669K 0.09% -2,737 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 4,467 $662K 0.37% -1 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 4,464 $661K 0.01% +2,230 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 4,464 $661K 0.3% +2 13F-HR Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 4,449 $659K 0.34% +41 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 4,438 $657K 0.05% +2,284 13F-HR Timeline Koenig Investment Advisory, LLC More: the full row for Koenig Investment Advisory, LLC 4,436 $657K 0.56% +14 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 4,435 $657K 0.27% +218 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 4,434 $657K 0.16% -246 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 4,429 $656K 0.18% -67 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 4,416 $654K 0.03% +37 13F-HR Timeline Sound Portfolio Advisors, LLC More: the full row for Sound Portfolio Advisors, LLC 4,416 $654K 0.53% -707 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 4,415 $654K 0.08% +1,152 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 4,412 $653K 0.16% 0 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 4,393 $651K 0.14% +2 13F-HR Timeline Charis Legacy Partners, LLC More: the full row for Charis Legacy Partners, LLC 4,393 $651K 0.95% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 4,390 $650K 0.09% +340 13F-HR Timeline Group Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 4,384 $649K 0.03% -179 13F-HR Timeline