MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 14,004 $1.61M 0.12% -1,468 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 13,988 $1.61M 0.05% -37,799 13F-HR Timeline Constitution Capital LLC More: the full row for Constitution Capital LLC 13,975 $1.61M 0.76% +4,620 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 13,971 $1.61M 0.01% -153 13F-HR Timeline Group PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 13,916 $1.6M 0.01% 0 13F-HR Timeline Group Ethic Inc. More: the full row for Ethic Inc. 13,849 $1.6M 0.02% +1,452 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 13,792 $1.59M 0.25% -291 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 13,736 $1.58M 0.44% +6,832 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 13,212 $1.58M +1,722 Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 13,606 $1.57M 0.62% -650 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 13,566 $1.56M 0.01% +4,612 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 13,533 $1.56M 0.05% +5,310 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 13,393 $1.54M 0.04% +70 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 13,215 $1.53M 0.07% +5,464 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 13,253 $1.53M 0.37% +753 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 13,235 $1.53M 0.03% +1,813 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 13,232 $1.53M 0.31% 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 13,216 $1.52M 0.01% +758 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 13,188 $1.52M 0.09% +8,742 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 13,165 $1.52M 0.02% +511 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 13,135 $1.51M 0.78% 0 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 13,051 $1.5M 0.02% -504 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 13,050 $1.5M 0.03% +865 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 12,891 $1.49M 0.22% +2,704 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 12,793 $1.48M 0.01% +1,625 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 12,779 $1.47M 0.12% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 12,772 $1.47M 0.2% +97 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 12,770 $1.47M 0.12% +7,420 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 12,660 $1.46M 0.11% +3,894 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 12,615 $1.45M +908 Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 12,562 $1.45M 0.09% 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 12,490 $1.44M 0.26% +301 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 12,458 $1.44M 0.05% +2,840 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 12,435 $1.43M 0.07% -142 13F-HR Timeline Group UNITED BANK More: the full row for UNITED BANK 12,432 $1.43M 0.19% 0 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 12,403 $1.43M 0.04% +520 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 12,354 $1.42M 0.02% +497 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 12,324 $1.42M 0.04% -3,147 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 12,283 $1.42M 0.06% +229 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 12,232 $1.41M 0.04% +1,423 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 12,231 $1.41M 0.31% -290 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 11,992 $1.4M 0.18% +849 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 12,120 $1.4M 0.06% -134 13F-HR Timeline Group Huber Capital Management LLC More: the full row for Huber Capital Management LLC 12,125 $1.4M 0.21% -1,000 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 13,008 $1.39M 0.4% +5,289 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 12,041 $1.39M 0.03% +904 13F-HR Timeline Group PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 11,980 $1.38M 0.08% 0 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 11,967 $1.38M 0.17% +1,893 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 11,947 $1.38M 0.02% +3,991 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 11,898 $1.37M 0.4% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 11,762 $1.36M 0.02% -636 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 11,753 $1.36M 0.49% -3,414 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 11,753 $1.36M 0.01% +2,690 13F-HR Timeline Group Qtron Investments LLC More: the full row for Qtron Investments LLC 11,646 $1.34M 0.17% +786 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 11,636 $1.34M 0.16% -2,971 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 11,534 $1.33M 0.25% +902 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 11,520 $1.33M 0.78% 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 11,496 $1.33M 0.08% +525 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 11,495 $1.33M 0.12% -35 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 11,483 $1.32M 0.14% +242 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 11,480 $1.32M 0.03% +24 13F-HR Timeline Group LFG Wealth Partners, LLC More: the full row for LFG Wealth Partners, LLC 11,454 $1.32M 0.84% 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 11,443 $1.32M 0.69% -314 13F-HR Timeline ICON ADVISERS INC/CO More: the full row for ICON ADVISERS INC/CO 11,440 $1.32M 0.29% -800 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 11,411 $1.32M 0.14% -563 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 11,322 $1.31M 0.12% +723 13F-HR Timeline KLEIN PAVLIS & PEASLEY FINANCIAL, INC. More: the full row for KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 11,291 $1.3M 0.77% +1,301 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 11,230 $1.29M 0.03% +38 13F-HR Timeline Group NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 11,208 $1.29M 0.33% +456 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 11,193 $1.29M 0.36% +76 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 11,157 $1.29M 0.08% -143 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 11,135 $1.28M 0.66% +1,028 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 11,131 $1.28M 0.59% -364 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 11,118 $1.28M 0.04% +462 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 11,106 $1.28M 0.25% -244 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 11,068 $1.28M 0.04% +529 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 11,054 $1.27M 0.77% -895 13F-HR Timeline PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 11,000 $1.27M 0.1% -4,300 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 10,498 $1.27M 0.03% -57 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 10,997 $1.27M 0.12% +15 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 10,882 $1.26M 0.35% -5,045 13F-HR/A Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 10,923 $1.26M 0.47% -124 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 10,865 $1.25M 0.13% -623 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 10,865 $1.25M 0.02% -905 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 10,860 $1.25M 0.01% +233 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 10,839 $1.25M 0.04% +6,993 13F-HR Timeline Group Candriam S.C.A. More: the full row for Candriam S.C.A. 10,715 $1.24M 0.01% new 13F-HR/A Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 10,675 $1.23M 0.59% +1,100 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 10,564 $1.22M 0.04% new 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 10,563 $1.22M 0.02% -91 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 10,541 $1.22M 0.19% +575 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 10,540 $1.22M 0.3% +237 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 10,532 $1.21M 0.22% +738 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 10,520 $1.21M 0.02% +601 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 10,462 $1.21M 0.17% -200 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 10,395 $1.2M 0.44% -1,592 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 10,375 $1.2M 0.04% -1,254 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 10,349 $1.19M 0.02% +3 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 10,190 $1.19M 0.26% +331 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 10,217 $1.18M 0.07% -2,513 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 10,150 $1.17M 0.09% +261 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 10,131 $1.17M 1.11% 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 10,120 $1.17M 0.02% +352 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 10,031 $1.16M 0.1% -25 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 10,000 $1.15M 0.3% 0 13F-HR Timeline AR ASSET MANAGEMENT INC More: the full row for AR ASSET MANAGEMENT INC 10,000 $1.15M 0.24% 0 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 9,985 $1.15M 0.01% +1,942 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 9,922 $1.14M 0.01% -136 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 9,914 $1.14M 0.02% +520 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 9,820 $1.13M 0.14% +291 13F-HR Timeline MLP3, LLC More: the full row for MLP3, LLC 9,735 $1.12M 1.23% 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 9,575 $1.1M 0.59% +128 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 9,560 $1.1M 0.06% +310 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 9,455 $1.09M 0.15% +573 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 9,437 $1.09M 0.64% +307 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 9,385 $1.08M 0.12% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 9,381 $1.08M 0.02% +390 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 9,316 $1.07M 0.25% -1,190 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 9,272 $1.07M 0.02% +233 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 9,260 $1.07M 0.02% +629 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 9,250 $1.07M 0.99% -250 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 9,218 $1.06M 0.02% 0 13F-HR Timeline AVIVA PLC in group AVIVA PLC More: the full row for AVIVA PLC 9,086 $1.05M <0.01% 0 13F-HR Timeline Group Busey Bank More: the full row for Busey Bank 9,037 $1.04M 0.03% +614 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 9,161 $1.04M 0.04% +809 13F-HR Timeline Alamea Verwaltungs GmbH More: the full row for Alamea Verwaltungs GmbH 8,599 $1.03M 0.7% +57 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 8,726 $1.01M 0.06% +65 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 8,694 $1M 0.25% +1,008 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 8,682 $1M 0.1% -2,503 13F-HR Timeline Group Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 8,670 $1000K 0.13% +22 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 8,669 $1000K 0.27% +648 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 8,649 $997K 0.09% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 8,643 $997K 0.01% +301 13F-HR Timeline ABN AMRO Bank N.V. in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO Bank N.V. 8,646 $996K 0.01% +1,580 13F-HR Timeline Group Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 8,603 $992K 0.47% -490 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 8,603 $992K 0.02% +2,342 13F-HR Timeline Group Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 8,595 $991K 0.1% +1,426 13F-HR Timeline Group ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 8,571 $988K 0.12% +358 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 8,559 $987K 0.09% +6 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 8,549 $986K 0.1% -2,760 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 8,455 $975K 0.02% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 8,430 $972K 0.05% +82 13F-HR Timeline Solitude Financial Services More: the full row for Solitude Financial Services 8,415 $970K 0.32% +1,975 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 8,414 $970K 0.01% +3,958 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 8,406 $969K 0.07% +9 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 8,405 $969K 0.29% +720 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 8,379 $966K 0.56% -203 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 8,361 $964K 0.02% -26,397 13F-HR Timeline Group CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 8,327 $964K 0.2% -167 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 8,350 $963K 0.07% 0 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 8,325 $960K 0.22% -144 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 8,294 $956K 0.01% +6,097 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 8,292 $956K 0.32% -22 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 8,229 $949K 0.15% new 13F-HR Timeline Capstone Capital Management Ltd More: the full row for Capstone Capital Management Ltd 8,200 $946K 0.91% 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 8,196 $945K 0.22% -1,196 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 8,183 $944K 0.07% +232 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 8,157 $941K 0.05% +531 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 8,112 $935K 0.06% -123 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 8,105 $935K 0.01% new 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 8,103 $934K <0.01% +1,472 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 8,092 $933K 0.18% -7 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 8,061 $929K 0.03% +3,017 13F-HR Timeline OSSIAM More: the full row for OSSIAM 8,026 $925K 0.02% +5,306 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 7,970 $919K 0.56% -646 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 7,944 $916K 0.09% new 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 7,944 $916K 0.21% 0 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 7,924 $914K 0.06% +650 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 7,881 $909K 0.04% -150 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 7,872 $908K 0.11% -33 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 7,852 $905K 0.05% +1,208 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 7,850 $905K 0.11% +2,393 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 7,845 $905K 0.3% +8 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 7,815 $901K 0.22% -167 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 7,771 $896K 0.71% new 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 7,764 $895K 0.2% -3,532 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 7,730 $891K 0.02% +94 13F-HR Timeline Sovereign Financial Group, Inc. 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