Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 4,260 $558K 0.28% +458 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 4,252 $557K 0.08% -106 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 4,235 $555K 0.05% 0 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 4,229 $554K 0.19% -144 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 4,227 $554K 0.07% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 4,218 $553K 0.03% -1,100 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 4,071 $550K 0.04% +99 13F-HR Timeline WAYCROSS PARTNERS, LLC More: the full row for WAYCROSS PARTNERS, LLC 4,180 $548K 0.05% 0 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 4,177 $547K 0.08% -8,714 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,167 $546K 0.04% +228 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 4,164 $546K 0.15% +1,180 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 4,165 $546K 0.03% +615 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 4,151 $544K 0.03% +369 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 4,141 $543K 0.08% -647 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 4,099 $537K 0.37% +79 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 4,096 $537K 0.1% 0 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 4,089 $536K 0.03% -652 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 4,082 $535K 0.01% +409 13F-HR/A Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 4,081 $535K 0.04% -1,215 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 4,051 $531K 0.15% -306 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 4,047 $531K 0.12% +3 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 4,042 $530K 0.1% 0 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 4,041 $530K 0.04% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 4,037 $529K 0.02% -252 13F-HR Timeline Group TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 4,033 $529K 0.18% 0 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 4,031 $528K 0.01% +134 13F-HR Timeline Aristotle Atlantic Partners, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Atlantic Partners, LLC 4,000 $524K 0.02% new 13F-HR Timeline Group JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 3,989 $523K 0.46% -9,243 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 3,982 $522K 0.18% -617 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 3,975 $521K 0.11% -3,969 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 3,963 $519K 0.05% +2 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 3,960 $519K 0.06% -324 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 3,959 $519K 0.01% +574 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 3,921 $517K 0.06% new 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 3,925 $514K 0.02% -80 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 3,903 $512K 0.18% -56 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 3,901 $511K 0.02% 0 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 3,890 $510K 0.09% -500 13F-HR Timeline Kera Capital Partners, Inc. 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More: the full row for Bedel Financial Consulting, Inc. 3,867 $507K 0.06% 0 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 3,864 $506K 0.04% +97 13F-HR Timeline Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 3,857 $506K 0.52% +854 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 3,848 $504K 0.05% -140 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 3,729 $502K 0.02% -392 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 3,825 $501K 0.2% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 3,825 $501K 0.18% 0 13F-HR Timeline Group WESTCO ADVISORY SERVICES INC /ADV More: the full row for WESTCO ADVISORY SERVICES INC /ADV 3,800 $498K 0.32% 0 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. 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More: the full row for GABLES CAPITAL MANAGEMENT INC. 3,668 $481K 0.2% -300 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 3,661 $480K 0.05% +587 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 3,643 $478K 0.03% -116 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 3,627 $475K 0.16% -856 13F-HR Timeline Group Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 3,626 $475K 0.15% 0 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 3,625 $475K 0.13% -6,375 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 3,602 $474K 0.04% -15 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 3,609 $473K 0.08% new 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 3,596 $471K 0.05% 0 13F-HR Timeline Abacus Planning Group, Inc. 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More: the full row for Waterloo Capital, L.P. 3,462 $454K 0.03% -182 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 3,455 $453K 0.01% -10 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 3,455 $453K 0.02% +376 13F-HR Timeline Group FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 3,446 $452K 0.06% -167 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 3,439 $451K 0.01% +573 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 3,436 $450K 0.03% 0 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 3,430 $450K 0.03% -1,820 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 3,428 $449K 0.07% +12 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 3,410 $447K 0.17% +2 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 3,409 $447K 0.03% +357 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 3,408 $447K 0.03% +146 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 3,403 $446K 0.2% -66 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 3,390 $444K 0.45% 0 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 3,390 $444K 0.06% 0 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 3,391 $444K 0.06% 0 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 3,381 $443K 0.06% +31 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 3,379 $443K 0.04% 0 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 3,360 $440K 0.1% -232 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 3,347 $439K 0.1% -200 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 3,346 $439K 0.03% +110 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 3,345 $438K 0.2% -109 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 3,336 $437K 0.24% 0 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 3,321 $435K 0.04% 0 13F-HR Timeline Glassy Mountain Advisors, Inc. More: the full row for Glassy Mountain Advisors, Inc. 3,312 $434K 0.13% 0 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $434K 0.19% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 3,302 $433K 0.02% new 13F-HR Timeline Group Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 3,298 $432K 0.16% +985 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 3,295 $432K 0.13% +21 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 3,290 $431K 0.08% -793 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 3,282 $430K 0.02% +165 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 3,278 $430K 0.26% -1,245 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 3,274 $429K 0.22% -5 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 3,265 $428K 0.03% -349 13F-HR Timeline Group Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 3,257 $427K 0.05% new 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 3,250 $426K <0.01% 0 13F-HR Timeline Group Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 3,250 $426K 0.26% -251 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 3,250 $426K 0.03% +61 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 3,247 $426K 0.11% 0 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 3,238 $424K 0.05% -114 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 3,229 $423K 0.01% +10 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,220 $422K 0.06% -138 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 3,216 $422K 0.03% -606 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 3,205 $420K 0.27% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,191 $418K 0.01% +569 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 3,191 $418K 0.28% +84 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 3,188 $418K 0.18% 0 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 3,175 $416K 0.05% +212 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 3,173 $416K 0.02% +36 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 3,169 $415K 0.08% +6 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 3,160 $414K 0.25% +304 13F-HR Timeline LATHROP INVESTMENT MANAGEMENT CO More: the full row for LATHROP INVESTMENT MANAGEMENT CO 3,160 $414K 0.08% 0 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 3,158 $414K 0.23% 0 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 3,148 $413K 0.08% +212 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 3,137 $411K 0.2% 0 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 3,135 $411K 0.1% +23 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 3,116 $410K 0.02% new 13F-HR Timeline Group GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 3,122 $409K 0.04% +901 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 3,120 $409K 0.3% +120 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 3,118 $409K 0.04% +26 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 3,117 $409K 0.28% new 13F-HR Timeline Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 3,091 $405K 0.41% +22 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 3,091 $405K 0.11% +1 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 3,089 $405K 0.25% +86 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 3,069 $402K 0.01% +644 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 3,068 $402K 0.07% +1 13F-HR Timeline Sandro Wealth Management LLC More: the full row for Sandro Wealth Management LLC 3,062 $401K 0.32% +101 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 3,053 $400K <0.01% -100 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 3,040 $398K 0.09% 0 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 3,036 $398K 0.05% -40,665 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 3,034 $398K 0.01% +169 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 3,030 $397K 0.08% new 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 3,016 $395K 0.02% -25 13F-HR Timeline SHUTTLEWORTH & Co More: the full row for SHUTTLEWORTH & Co 3,010 $395K 0.36% 0 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 3,008 $394K 0.01% +571 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 2,984 $391K 0.09% +345 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 2,980 $391K 0.19% -23 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,976 $390K 0.01% -226 13F-HR Timeline Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 2,972 $390K 0.06% 0 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 2,963 $388K 0.01% +897 13F-HR Timeline Group Marble Wealth, LLC More: the full row for Marble Wealth, LLC 2,962 $388K 0.07% -931 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,962 $388K 0.08% +44 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,952 $387K 0.09% 0 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 2,921 $387K 0.15% +1 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 2,935 $385K 0.06% +11 13F-HR Timeline Group Tandem Investment Advisors, Inc. More: the full row for Tandem Investment Advisors, Inc. 2,924 $383K 0.02% new 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 2,920 $383K 0.01% -29 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 2,917 $382K 0.08% -25 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,916 $382K 0.03% +1 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,905 $381K 0.01% +82 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 2,902 $380K 0.04% +14 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 2,900 $380K 0.01% 0 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 2,900 $380K 0.06% 0 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 2,891 $379K 0.17% -43 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 2,880 $377K 0.03% +268 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 2,879 $377K 0.13% +320 13F-HR Timeline McKinney Capital Management, LLC More: the full row for McKinney Capital Management, LLC 2,856 $374K 0.32% 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 2,839 $372K 0.01% +37 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 2,833 $371K 0.02% -45 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 2,896 $371K 0.04% +8 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 2,816 $369K 0.03% -33 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 2,810 $368K 0.29% +200 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 2,808 $368K 0.01% +421 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 2,804 $368K 0.12% +106 13F-HR Timeline Chronos Wealth Management, LLC More: the full row for Chronos Wealth Management, LLC 2,800 $367K 0.18% 0 13F-HR Timeline Valmark Advisers, Inc. 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