Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 3,600 $480K 0.05% 0 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 3,593 $479K 0.08% 0 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 3,593 $479K 0.11% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 3,582 $478K 0.03% +358 13F-HR Timeline Security National Bank More: the full row for Security National Bank 3,571 $476K 0.08% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 3,568 $476K 0.01% -336 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 3,561 $475K 0.01% +100 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,558 $474K 0.03% +379 13F-HR Timeline Group Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 3,550 $473K 0.1% -200 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 3,708 $473K 0.24% 0 13F-HR Timeline Waypoint Wealth Partners Inc. More: the full row for Waypoint Wealth Partners Inc. 3,547 $473K 0.11% 0 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 3,525 $470K 0.26% +10 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 3,519 $469K <0.01% +2,501 13F-HR Timeline Group WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 3,514 $468K 0.39% -158 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 3,508 $468K 0.03% +20 13F-HR Timeline Friday Financial More: the full row for Friday Financial 3,499 $466K 0.24% new 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 3,498 $466K 0.08% -221 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 3,496 $466K 0.05% -468 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 3,485 $465K 0.03% +401 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 3,485 $465K 0.17% +262 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 3,475 $463K 0.03% +475 13F-HR Timeline Group Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 3,465 $462K 0.29% +22 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 3,426 $462K 0.18% +119 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 3,455 $461K 0.02% 0 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 3,444 $459K 0.08% 0 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 3,410 $458K 0.22% +208 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 3,435 $458K 0.04% 0 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 3,426 $457K 0.04% +669 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 3,421 $456K 0.3% +17 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. 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More: the full row for Passive Capital Management, LLC. 3,326 $448K 0.14% 0 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 3,357 $448K 0.06% -100 13F-HR Timeline Weitzel Financial Services, Inc. More: the full row for Weitzel Financial Services, Inc. 3,309 $447K 0.19% -27 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 3,334 $444K 0.08% -830 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 3,316 $442K 0.1% -402 13F-HR Timeline Astoria Portfolio Advisors LLC. 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More: the full row for Maltin Wealth Management, Inc. 3,297 $440K 0.2% +16 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 3,282 $437K 0.16% -172 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,277 $437K 0.03% 0 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 3,276 $437K 0.04% +3 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 3,263 $435K 0.19% -440 13F-HR Timeline BG Investment Services, LLC More: the full row for BG Investment Services, LLC 3,186 $435K 0.54% new 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 3,256 $434K 0.19% 0 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 3,242 $432K 0.11% -3 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 3,219 $429K 0.1% -670 13F-HR Timeline Vannoy Advisory Group, Inc. 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More: the full row for GHP Investment Advisors, Inc. 3,166 $422K 0.02% +799 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 3,166 $422K 0.03% -134 13F-HR Timeline Group Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 3,159 $421K 0.18% +21 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 3,150 $420K 0.27% +50 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 3,147 $420K 0.12% -2,058 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 3,123 $416K 0.33% +21 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 3,113 $415K 0.39% -947 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,108 $414K 0.06% -150 13F-HR Timeline DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 3,108 $414K 0.32% -136 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 3,103 $414K 0.03% 0 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 3,097 $413K 0.32% 0 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 3,081 $411K 0.02% -3,393 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 3,029 $410K 0.23% +864 13F-HR Timeline BARRETT & COMPANY, INC. 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Benson & Company, P.C. 2,870 $383K 0.24% +119 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 2,855 $381K 0.03% +855 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 2,851 $380K 0.28% +43 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 2,854 $380K 0.08% -13 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 2,848 $380K 0.09% 0 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 2,831 $377K 0.1% +15 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 2,825 $377K 0.05% +19 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,822 $376K 0.06% +99 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. 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More: the full row for Mystic Asset Management, Inc. 2,677 $357K 0.09% +216 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 2,676 $357K 0.04% +225 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 2,672 $356K 0.19% -225 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 2,669 $356K 0.13% 0 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 2,658 $354K 0.1% -14 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 2,656 $354K 0.05% -3,092 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 2,650 $353K 0.23% 0 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 2,646 $353K 0.04% +850 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 2,646 $353K 0.14% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,642 $352K 0.02% -25 13F-HR Timeline Group Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 2,639 $352K 0.11% 0 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 2,638 $352K 0.01% -2,275 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 2,634 $351K 0.17% +17 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 2,633 $351K 0.09% 0 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 2,619 $349K 0.11% 0 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 2,612 $348K 0.01% new 13F-HR Timeline Group Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 2,601 $347K 0.01% +245 13F-HR Timeline FIRST WILSHIRE SECURITIES MANAGEMENT INC More: the full row for FIRST WILSHIRE SECURITIES MANAGEMENT INC 2,600 $347K 0.09% 0 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 2,586 $345K 0.14% +902 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 2,557 $344K 0.02% +1 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 2,577 $344K 0.27% -32 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 2,558 $341K 0.02% +255 13F-HR Timeline Group MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 2,562 $340K 0.11% -96 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 2,550 $340K 0.24% -46 13F-HR Timeline Wealth Management Strategies, Inc. More: the full row for Wealth Management Strategies, Inc. 2,543 $339K 0.18% -409 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. 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More: the full row for Index Fund Advisors, Inc. 2,440 $325K 0.02% -83 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 2,436 $325K 0.03% -94 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 2,435 $325K 0.08% -13,901 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 2,432 $324K 0.05% -506 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 2,431 $324K 0.02% 0 13F-HR Timeline Hikari Power Ltd More: the full row for Hikari Power Ltd 2,430 $324K 0.03% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 2,415 $322K 0.18% +2,315 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,414 $322K 0.01% +296 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 2,411 $321K 0.27% +372 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 2,403 $320K 0.01% +3 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 2,400 $320K 0.12% 0 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 2,395 $319K 0.26% +763 13F-HR Timeline Institute for Wealth Management, LLC. 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