Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 5,455 $295K 0.35% -100 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 5,467 $295K 0.03% -8,497 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 5,450 $294K 0.04% new 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 5,418 $292K 0.11% -157 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 5,415 $292K 1.28% -54,326 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 5,407 $291K 0.04% -871 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 5,396 $291K 0.05% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 5,366 $289K 0.03% +747 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 5,343 $288K 0.01% +210 13F-HR Timeline Group DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 5,305 $286K 0.12% 0 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 5,289 $285K 0.04% -941 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 5,252 $283K 0.07% -10 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 5,250 $283K 0.02% 0 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 5,264 $283K 0.22% +642 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 5,228 $282K 0.12% -368 13F-HR Timeline Flagstone Financial Management More: the full row for Flagstone Financial Management 5,227 $282K 0.07% 0 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 5,218 $281K 0.02% -1,644 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 5,210 $281K 0.06% -41 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 5,193 $280K <0.01% +248 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 5,187 $279K 0.05% new 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 5,178 $279K 0.02% 0 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 5,600 $279K 0.02% 0 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 5,170 $279K 0.1% +10 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 5,171 $279K 0.03% -79 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 5,139 $277K 0.04% new 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 5,133 $277K 0.03% +343 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 5,099 $275K 0.18% 0 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 5,093 $274K 0.21% +1,269 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 5,084 $274K 0.01% -30,212 13F-HR Timeline Group Capital Square, LLC More: the full row for Capital Square, LLC 5,070 $273K 0.14% +9 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 5,069 $273K 0.03% +50 13F-HR Timeline Smith Asset Management Co., LLC More: the full row for Smith Asset Management Co., LLC 5,069 $273K 0.23% +133 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 5,055 $272K 0.13% 0 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 5,050 $272K 0.07% 0 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 5,046 $272K 0.04% +190 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 5,044 $272K 0.01% -477 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 5,043 $272K 0.05% new 13F-HR Timeline Group Farmers National Bank More: the full row for Farmers National Bank 5,036 $271K 0.06% -200 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 5,025 $271K 0.13% 0 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 5,024 $271K 0.03% +30 13F-HR Timeline Pinnacle Bancorp, Inc. 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More: the full row for HOWARD FINANCIAL SERVICES, LTD. 4,291 $231K 0.03% new 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 4,428 $231K 0.08% +139 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 4,285 $231K 0.08% 0 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 4,249 $229K 0.13% -100 13F-HR/A Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 4,226 $228K 0.05% 0 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 4,213 $227K 0.04% 0 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 4,210 $227K 0.21% -3 13F-HR Timeline Ellevest, Inc. 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More: the full row for Atlas Brown,Inc. 4,057 $219K 0.06% +93 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 4,057 $219K 0.09% -7 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,048 $218K 0.01% +198 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 4,021 $217K 0.03% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 3,999 $216K 0.02% +109 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 4,016 $216K 0.14% -5,124 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 4,011 $216K 0.16% new 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 4,011 $216K 0.05% new 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 4,001 $216K 0.03% 0 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 4,000 $215K 0.1% -13 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 4,000 $215K 0.11% 0 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 4,000 $215K 0.04% 0 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 3,998 $215K 0.05% -145 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 3,998 $215K 0.02% +125 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 3,983 $215K 0.01% +10 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 3,977 $214K 0.02% +38 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 3,947 $213K 0.08% -103 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 3,944 $212K 0.03% 0 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 3,941 $212K 0.04% 0 13F-HR Timeline Soundwatch Capital LLC More: the full row for Soundwatch Capital LLC 3,940 $212K 0.03% -292 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 3,921 $211K 0.03% new 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 3,920 $211K 0.05% +6 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 3,915 $211K 0.03% -26 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 3,936 $210K 0.04% +50 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 3,893 $210K 0.1% -244 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 3,878 $209K 0.06% new 13F-HR Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 3,863 $208K 0.14% new 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 3,856 $208K 0.06% 0 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 3,843 $207K 0.02% 0 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 3,835 $207K 0.03% new 13F-HR Timeline IFS Group,LLC More: the full row for IFS Group,LLC 3,852 $206K 0.18% 13F-HR Timeline Dana Investment Advisors, Inc. 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More: the full row for Carson Advisory Inc. 3,721 $200K 0.11% new 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 3,721 $200K 0.01% new 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 3,673 $198K 0.08% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 3,560 $192K 0.04% +512 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 3,516 $189K 0.06% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 3,505 $189K 0.08% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 3,394 $183K 0.02% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 3,284 $177K 0.05% +200 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,181 $172K 0.01% +2,451 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 3,136 $169K 0.03% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 3,130 $169K 0.02% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 3,118 $167K 0.04% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 3,069 $165K 0.02% -7 13F-HR Timeline SJS Investment Consulting Inc. 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More: the full row for First Command Advisory Services, Inc. 2,930 $158K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,911 $157K 0.01% -53,079 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2,996 $156K 0.03% +783 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 2,857 $154K 0.02% +28 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 2,853 $154K 0.02% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 2,838 $153K 0.04% +2,446 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 2,805 $151K 0.04% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. 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More: the full row for Hartford Financial Management Inc. 2,600 $140K 0.04% -297 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 2,584 $139K 0.02% +2,502 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 2,583 $139K 0.01% new 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 2,576 $139K 0.04% -271 13F-HR Timeline Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 2,553 $138K <0.01% +1,048 13F-HR Timeline