PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 21,043 $5.34M 1.83% +16,379 13F-HR Timeline AGP FRANKLIN, LLC More: the full row for AGP FRANKLIN, LLC 21,028 $5.34M 2.67% -291 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 19,535 $5.33M 1.41% +3,113 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 21,015 $5.33M 1.65% -1,045 13F-HR Timeline SAM Advisors, LLC More: the full row for SAM Advisors, LLC 21,013 $5.33M 1.67% +140 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 21,001 $5.33M 0.51% -2,743 13F-HR Timeline VIKING FUND MANAGEMENT LLC More: the full row for VIKING FUND MANAGEMENT LLC 21,000 $5.33M 0.55% 0 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 20,996 $5.33M 0.99% +308 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 20,981 $5.32M 2.33% -332 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 20,940 $5.31M 2.34% -34 13F-HR Timeline Vista Cima Wealth Management LLC More: the full row for Vista Cima Wealth Management LLC 20,920 $5.31M 5.24% -491 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 20,893 $5.3M 2.9% +1,700 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 20,803 $5.28M 3.25% -46 13F-HR Timeline Northern Lights Advisors, Inc. More: the full row for Northern Lights Advisors, Inc. 20,803 $5.28M 3.58% +4,307 13F-HR Timeline BNB Wealth Management, LLC More: the full row for BNB Wealth Management, LLC 20,797 $5.28M 3.39% +153 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 20,791 $5.28M 1.76% -375 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 20,782 $5.27M 2.44% new 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 20,762 $5.27M 1.44% -741 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 20,743 $5.26M 2.83% 0 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 20,739 $5.26M 3.12% +11,098 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 20,726 $5.26M 2.84% -2,234 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 20,719 $5.26M 0.81% +300 13F-HR Timeline Andrew Hill Investment Advisors, Inc. 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More: the full row for RATIONAL ADVISORS, INC. 20,614 $5.23M 0.53% +1,090 13F-HR Timeline Banco de Sabadell, S.A More: the full row for Banco de Sabadell, S.A 21,202 $5.23M 3.47% +1,795 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 20,596 $5.23M 4.92% +207 13F-HR Timeline SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 20,591 $5.23M 2.45% +251 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 20,585 $5.22M 3.04% -164 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 20,567 $5.22M 3.09% -859 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 20,565 $5.22M 3.36% +98 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 20,550 $5.22M 4.17% -391 13F-HR Timeline RS CRUM INC. 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More: the full row for MARS JEWETT FINANCIAL GROUP, INC. 20,462 $5.19M 1.65% -440 13F-HR Timeline ATLas Financial Planning LLC More: the full row for ATLas Financial Planning LLC 20,459 $5.19M 4.66% +3,528 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 20,447 $5.19M 4.3% -1,723 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 20,438 $5.19M 2.81% -2,722 13F-HR Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 20,432 $5.19M 2.13% -706 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 20,431 $5.19M 3.9% -1,030 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 17,662 $5.18M 1.78% -727 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 20,399 $5.18M 1.96% -2,037 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 20,381 $5.17M 1.33% +456 13F-HR Timeline HWG Holdings LP More: the full row for HWG Holdings LP 20,330 $5.16M 1.36% -4,879 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 20,315 $5.16M 0.59% -287 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 20,313 $5.16M 2.05% +346 13F-HR Timeline Ameliora Wealth Management Ltd. 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More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 20,189 $5.12M 2.35% +994 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 20,182 $5.12M 2.9% -1,246 13F-HR Timeline WealthSpring Partners, LLC More: the full row for WealthSpring Partners, LLC 20,181 $5.12M 4.7% +447 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 18,782 $5.12M 1.63% -328 13F-HR Timeline PEAVINE CAPITAL, LLC More: the full row for PEAVINE CAPITAL, LLC 20,160 $5.12M 1.15% 0 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 20,146 $5.11M 1.2% 0 13F-HR Timeline FOGEL CAPITAL MANAGEMENT, INC. More: the full row for FOGEL CAPITAL MANAGEMENT, INC. 20,130 $5.11M 2.34% +532 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 20,115 $5.11M 1.31% -583 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 20,082 $5.1M 2.15% -1,899 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 20,048 $5.09M 4.16% -680 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 20,047 $5.09M 1.44% +50 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 20,029 $5.08M 4.15% +84 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 19,994 $5.07M 2.59% +5,661 13F-HR Timeline BAYBAN More: the full row for BAYBAN 19,993 $5.07M 4.41% +2,596 13F-HR Timeline Bannerstone Capital Management, LLC More: the full row for Bannerstone Capital Management, LLC 19,988 $5.07M 4.71% +12 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 19,970 $5.07M 1.72% -1,247 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 19,970 $5.07M 1.14% -671 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 19,958 $5.07M 1.54% +127 13F-HR Timeline GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 19,937 $5.06M 0.87% +50 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 19,928 $5.06M 0.8% -1,869 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 0 $5.06M 2.85% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Silphium Asset Management Ltd in group Silphium Asset Management Ltd More: the full row for Silphium Asset Management Ltd 19,920 $5.06M 1.92% -3,900 13F-HR Timeline Group White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 19,919 $5.06M 4.26% -1,567 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 19,878 $5.04M 2.26% -10 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 19,872 $5.04M 5.32% -1,109 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 19,839 $5.03M 4.24% -244 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 19,828 $5.03M 1.77% +54 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 19,799 $5.02M 2.37% -2,942 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 19,798 $5.02M 2% +841 13F-HR Timeline Forbes Financial Planning, Inc. More: the full row for Forbes Financial Planning, Inc. 19,794 $5.02M 2.9% -9,784 13F-HR Timeline Legend Capital Advisors LLC More: the full row for Legend Capital Advisors LLC 19,778 $5.02M 3.14% -38 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 19,773 $5.02M 1% -910 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 19,761 $5.02M 1.66% -2,445 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 19,756 $5.01M 3.23% +253 13F-HR Timeline Parsonex Advisory Services, Inc. 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More: the full row for Petersen Hastings Wealth Advisors Inc. 19,744 $5.01M 0.46% +9,279 13F-HR Timeline Legacy CG, LLC More: the full row for Legacy CG, LLC 19,744 $5.01M 1.39% +37 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 19,725 $5.01M 1.6% -400 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 19,723 $5.01M 1.2% +1,744 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 19,720 $5M 3.24% -1,491 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 19,716 $5M 3.28% +3,498 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 19,703 $5M 1.96% -564 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 19,692 $5M 0.56% +295 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 19,658 $4.99M 3.02% -210 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 19,647 $4.99M 1.48% +40 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 19,928 $4.98M 2.75% -324 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 19,599 $4.97M 2.97% -11,868 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 19,560 $4.96M 1.85% -1,274 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 19,522 $4.95M 0.85% +936 13F-HR Timeline Winter & Associates, Inc. More: the full row for Winter & Associates, Inc. 19,137 $4.95M 4.34% +1,179 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 19,518 $4.95M 3.6% +1,126 13F-HR Timeline IMPACTfolio, LLC More: the full row for IMPACTfolio, LLC 19,506 $4.95M 2.1% -31 13F-HR Timeline Oakmont Investment Advisors, Inc. More: the full row for Oakmont Investment Advisors, Inc. 19,498 $4.95M 4.53% +4,017 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 19,489 $4.95M 2.27% +65 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 19,465 $4.94M 2.37% +533 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 19,450 $4.94M 2.55% +40 13F-HR Timeline Group Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 19,438 $4.93M 2.09% -1,045 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 19,436 $4.93M 2.83% -31 13F-HR Timeline Sanchez Wealth Management Group More: the full row for Sanchez Wealth Management Group 19,435 $4.93M 1.07% -404 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 19,434 $4.93M 2.47% -569 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 19,412 $4.93M 1.98% +57 13F-HR Timeline Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 19,409 $4.93M 2.59% -183 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 19,406 $4.93M 1.74% +45 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 19,399 $4.92M 2.18% +258 13F-HR Timeline Connective Capital Management, LLC More: the full row for Connective Capital Management, LLC 19,379 $4.92M 4.06% 0 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 19,379 $4.92M 3.06% -774 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 19,376 $4.92M 3.16% +944 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 19,339 $4.91M 1.24% -147 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 19,312 $4.9M 3.65% +10 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 19,310 $4.9M 1.89% -8 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 19,291 $4.9M 1.49% +2,722 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 19,290 $4.9M 1.08% -132 13F-HR Timeline SYCOMORE ASSET MANAGEMENT More: the full row for SYCOMORE ASSET MANAGEMENT 21,479 $4.89M 0.68% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 19,255 $4.89M 4.22% +2,463 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 19,227 $4.88M 5.41% -97 13F-HR Timeline SJBENEN ADVISORY, LLC More: the full row for SJBENEN ADVISORY, LLC 19,221 $4.88M 4.07% -34 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 19,198 $4.87M 1.05% -969 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 19,170 $4.87M 3.61% -3,493 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 19,153 $4.86M 2.95% -175 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 19,143 $4.86M 1.22% -191 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 19,128 $4.85M 1.25% +1,245 13F-HR Timeline Farnam Financial LLC More: the full row for Farnam Financial LLC 19,103 $4.85M 3.99% -8,484 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 19,087 $4.84M 0.97% +1,381 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 19,075 $4.84M 3.72% +276 13F-HR Timeline S&A Financial Services, Inc. More: the full row for S&A Financial Services, Inc. 19,057 $4.84M 3.32% 13F-HR Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 19,054 $4.84M 1.13% -1,447 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 19,036 $4.83M 1.27% -1,408 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 18,632 $4.82M 0.92% +351 13F-HR Timeline WealthCare Asset Management, LLC More: the full row for WealthCare Asset Management, LLC 19,003 $4.82M 5.13% -778 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 18,985 $4.82M 2.42% -972 13F-HR Timeline Archvest Wealth Advisors, Inc. 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