Advisory Solutions Group, LLC More: the full row for Advisory Solutions Group, LLC 13,741 $2.24M 0.47% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 13,494 $2.2M 0.39% +28 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 13,442 $2.19M 0.77% new 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 13,353 $2.17M 0.04% new 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 13,078 $2.13M 0.48% new 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 13,031 $2.12M 0.3% new 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 12,914 $2.1M 0.21% new 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 12,839 $2.09M 0.36% new 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 12,819 $2.09M 0.83% new 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 12,578 $2.05M 1.1% new 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 12,514 $2.04M 0.14% new 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 12,356 $2.01M 1.33% new 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 12,158 $1.98M 1.18% new 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 11,931 $1.94M 0.21% new 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 11,846 $1.94M 1.51% new 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 11,913 $1.94M 0.85% new 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 11,903 $1.94M 0.66% new 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 11,876 $1.93M 0.38% new 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 11,713 $1.91M 0.82% new 13F-HR Timeline CV Advisors LLC More: the full row for CV Advisors LLC 11,589 $1.89M 0.32% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 11,560 $1.88M 0.48% new 13F-HR Timeline CLG LLC More: the full row for CLG LLC 11,175 $1.82M 0.38% new 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 11,036 $1.8M 0.22% new 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 11,036 $1.8M 0.22% new 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 10,918 $1.78M 0.42% new 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 10,830 $1.76M 1.52% new 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 10,823 $1.76M 0.75% new 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 10,701 $1.74M 0.26% new 13F-HR Timeline Reliant Investment Management, LLC More: the full row for Reliant Investment Management, LLC 10,577 $1.72M 0.64% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 10,371 $1.69M 0.17% new 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 10,283 $1.67M 0.39% new 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 10,223 $1.66M 0.26% new 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 10,216 $1.66M 0.93% new 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 10,211 $1.66M 0.6% new 13F-HR Timeline Seven Hills Financial, LLC More: the full row for Seven Hills Financial, LLC 10,103 $1.64M 0.99% 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 10,086 $1.64M 0.4% new 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 9,838 $1.6M 0.31% new 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 9,819 $1.6M 0.26% new 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 9,806 $1.6M 0.38% new 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 9,718 $1.58M 0.37% new 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 9,699 $1.58M 0.1% new 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 9,573 $1.56M 0.27% -228 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 9,485 $1.54M 0.47% new 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 9,485 $1.54M 0.65% -24 13F-HR Timeline Global Trust Wealth Management LLC More: the full row for Global Trust Wealth Management LLC 9,232 $1.5M 1.08% new 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 9,160 $1.49M 0.22% new 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 9,091 $1.48M 0.23% new 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 8,850 $1.44M 0.2% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 8,785 $1.44M 0.6% +23 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 8,659 $1.41M 0.15% new 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 8,592 $1.4M 0.11% +138 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 8,574 $1.4M 0.16% new 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 8,524 $1.39M 0.78% new 13F-HR Timeline Main Line Retirement Advisors, LLC More: the full row for Main Line Retirement Advisors, LLC 8,519 $1.39M 0.61% new 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 8,327 $1.36M 0.46% +46 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 8,315 $1.35M 0.46% new 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 8,200 $1.33M 0.7% new 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 8,165 $1.33M 0.16% new 13F-HR Timeline Group RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 8,133 $1.32M 0.16% new 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 8,036 $1.31M 1.19% new 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 8,018 $1.3M 0.24% new 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 7,984 $1.3M 0.7% new 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 7,972 $1.3M 0.15% new 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 7,902 $1.29M 0.41% new 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 7,873 $1.28M 1% -20 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 7,647 $1.24M 0.24% new 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 7,597 $1.24M 0.18% new 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 7,497 $1.22M 0.21% +196 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 7,479 $1.22M 1.24% new 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 7,464 $1.21M 0.31% +3 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 7,459 $1.21M 0.63% new 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 7,423 $1.21M 0.35% new 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 7,284 $1.19M 0.2% new 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 7,270 $1.18M 0.25% new 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 7,209 $1.18M 0.55% new 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 7,135 $1.16M 0.2% new 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 7,002 $1.14M 0.74% new 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 6,893 $1.12M 0.25% new 13F-HR Timeline FORM Wealth Advisors, LLC More: the full row for FORM Wealth Advisors, LLC 6,877 $1.12M 0.12% new 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 6,835 $1.11M 0.29% new 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 6,829 $1.11M 0.53% new 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 6,786 $1.1M 0.89% new 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 6,759 $1.1M 0.07% new 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 6,745 $1.1M 0.5% new 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 6,473 $1.09M 0.77% new 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 6,688 $1.09M 0.29% new 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 6,677 $1.09M 0.77% new 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 6,663 $1.08M 0.32% +4 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 6,657 $1.08M 0.1% new 13F-HR Timeline Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 6,645 $1.08M 0.53% new 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 6,478 $1.05M 0.76% new 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 6,466 $1.05M 0.57% new 13F-HR Timeline DWR WEALTH MANAGEMENT, LLC More: the full row for DWR WEALTH MANAGEMENT, LLC 6,421 $1.04M 0.72% new 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 6,318 $1.03M 0.37% new 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 6,314 $1.03M 0.76% new 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 6,264 $1.02M 0.16% new 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 6,235 $1.01M 0.52% new 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 6,229 $1.01M 0.19% new 13F-HR Timeline B.A. Schrock Wealth Management, Inc. More: the full row for B.A. Schrock Wealth Management, Inc. 6,137 $1.01M 0.37% 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 6,168 $1M 0.11% new 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 6,068 $995K 0.14% new 13F-HR Timeline 6th Street Advisors, LLC More: the full row for 6th Street Advisors, LLC 6,058 $986K 0.57% new 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 5,915 $963K 0.02% new 13F-HR Timeline Appalachian Capital Management Ltd More: the full row for Appalachian Capital Management Ltd 5,747 $935K 0.67% new 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 5,739 $934K 0.16% new 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 5,730 $933K 0.57% new 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 5,717 $930K 0.18% new 13F-HR Timeline Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 5,677 $924K 0.52% new 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 5,629 $916K 0.37% new 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 5,627 $916K 0.32% new 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 5,614 $914K 0.32% new 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 5,576 $908K 0.17% new 13F-HR Timeline BankPlus Wealth Management LLC in group BankPlus Trust Department More: the full row for BankPlus Wealth Management LLC 5,527 $900K 0.39% new 13F-HR Timeline Group Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 5,499 $895K 0.68% new 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 5,438 $885K 0.18% new 13F-HR Timeline Roth Financial Partners LLC More: the full row for Roth Financial Partners LLC 5,331 $868K 0.26% new 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 5,315 $865K 0.39% new 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 5,300 $863K 0.29% new 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 5,298 $862K 0.51% +15 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 5,290 $861K 0.32% new 13F-HR Timeline Diesslin Group, Inc. More: the full row for Diesslin Group, Inc. 5,246 $854K 0.33% new 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 5,237 $852K 0.77% new 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 5,219 $849K 0.06% +1,350 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 5,178 $843K 0.19% new 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 5,110 $838K 0.24% new 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 5,047 $821K 0.49% new 13F-HR Timeline Attessa Capital LLC More: the full row for Attessa Capital LLC 5,012 $816K 0.35% new 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 4,931 $802K 0.13% new 13F-HR Timeline Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 4,918 $800K 0.51% new 13F-HR Timeline McCollum Christoferson Group LLC More: the full row for McCollum Christoferson Group LLC 34,017 $800K 0.23% new 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 4,893 $796K 0.73% new 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 4,893 $796K 0.41% new 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 4,855 $790K 0.25% new 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 4,852 $790K 0.19% new 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 4,771 $776K 0.42% new 13F-HR Timeline FinArc Investments, Inc. More: the full row for FinArc Investments, Inc. 4,719 $768K 0.68% 0 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 4,685 $763K 0.65% 13F-HR Timeline Fluent Financial, LLC More: the full row for Fluent Financial, LLC 4,583 $746K 0.26% new 13F-HR Timeline PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 4,571 $744K 0.7% new 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 4,543 $739K 0.2% new 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 4,485 $730K 2.1% new 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 4,434 $727K 0.14% new 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 4,460 $726K 0.14% new 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 4,456 $725K 0.3% new 13F-HR Timeline Independence Financial Advisors, LLC More: the full row for Independence Financial Advisors, LLC 4,315 $702K 0.18% new 13F-HR Timeline 15 Wealth Advisors LLC More: the full row for 15 Wealth Advisors LLC 4,250 $692K 0.17% 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 4,218 $686K 0.07% new 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 4,193 $682K 0.48% -366 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 4,181 $680K 0.41% new 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 4,171 $679K 0.07% new 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 4,163 $678K 0.38% new 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 4,155 $676K 0.45% new 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 4,087 $665K 0.17% new 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 4,071 $663K 0.08% new 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 4,040 $657K 0.13% new 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 3,980 $648K 0.24% new 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 3,975 $647K 0.43% new 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 3,937 $641K 0.17% new 13F-HR Timeline Fortune 45 LLC More: the full row for Fortune 45 LLC 3,872 $630K 0.26% new 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 3,870 $630K 0.29% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 3,856 $628K 0.11% +1,124 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 3,840 $625K 0.17% 0 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 3,808 $620K 0.39% new 13F-HR Timeline FORTERIS WEALTH MANAGEMENT INC. More: the full row for FORTERIS WEALTH MANAGEMENT INC. 3,803 $619K 0.51% new 13F-HR Timeline Gouws Capital LLC More: the full row for Gouws Capital LLC 3,770 $614K 0.29% new 13F-HR Timeline SACKS & ASSOCIATES, LLC More: the full row for SACKS & ASSOCIATES, LLC 3,768 $613K 0.43% new 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 3,728 $607K 0.12% new 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 3,727 $607K 0.39% new 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 3,709 $604K 0.1% new 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 3,692 $601K 0.11% new 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 3,665 $596K 0.18% new 13F-HR Timeline Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 3,578 $582K 0.18% new 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 3,531 $575K 0.18% new 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 3,529 $574K 0.26% new 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 3,521 $573K 0.05% new 13F-HR Timeline Overbrook Management Corp More: the full row for Overbrook Management Corp 3,464 $564K 0.09% new 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 3,429 $558K 0.16% new 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 3,421 $557K 0.1% new 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 3,407 $555K 0.17% +2,626 13F-HR Timeline Fenimore Asset Management Inc More: the full row for Fenimore Asset Management Inc 3,378 $550K 0.01% new 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 3,362 $547K 0.04% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 3,353 $546K 0.1% new 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 3,350 $545K 0.01% new 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 3,281 $534K 0.09% new 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 3,277 $533K 0.3% new 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 3,149 $532K 0.06% new 13F-HR Timeline FIG FINANCIAL ADVISORY SERVICES INC /ADV More: the full row for FIG FINANCIAL ADVISORY SERVICES INC /ADV 3,258 $530K 0.32% new 13F-HR Timeline Ulrich Consultants & Investment Group, … More: the full row for Ulrich Consultants & Investment Group, LLC 3,250 $529K 0.53% 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 3,182 $518K 0.18% new 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 3,159 $514K 0.2% new 13F-HR Timeline Roan Capital Partners More: the full row for Roan Capital Partners 3,082 $502K 0.37% new 13F-HR Timeline Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 3,055 $497K 0.14% new 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 3,032 $493K 0.08% new 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 2,996 $488K 0.16% new 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 2,963 $482K 0.08% new 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 2,934 $478K 0.11% -114 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 2,913 $474K 0.23% new 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 2,821 $459K 0.08% new 13F-HR Timeline Yanni & Associates Investment Advisors,… More: the full row for Yanni & Associates Investment Advisors, LLC 2,821 $459K 0.42% new 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 2,759 $449K 0.18% new 13F-HR Timeline