Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 463 $922K 0.4% -112 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 463 $921K 0.29% +58 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 463 $921K 0.34% +33 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 527 $921K 0.01% -11 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 564 $919K 0.12% -17 13F-HR Timeline Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 462 $919K 0.41% -41 13F-HR Timeline BlueSpruce Investments, LP More: the full row for BlueSpruce Investments, LP 461 $917K 0.14% new 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 461 $917K 0.46% -121 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 460 $915K 0.08% -145 13F-HR Timeline Group Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 459 $914K 0.68% +110 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 458 $911K 0.02% +2 13F-HR Timeline Group Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 458 $911K <0.01% -296 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 450 $895K 0.17% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 450 $895K 0.21% +23 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 449 $893K 0.04% +69 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 447 $889K 0.74% -18 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 447 $889K 0.02% new 13F-HR Timeline Group JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 444 $883K 0.07% +51 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 443 $881K 0.04% -19 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 443 $881K 0.1% +48 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 442 $879K 0.05% +3 13F-HR Timeline Pembroke Management, LTD More: the full row for Pembroke Management, LTD 441 $877K 0.11% -1 13F-HR/A Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 440 $875K 0.02% +195 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 438 $872K 0.31% -19 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 438 $871K 0.05% +30 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 436 $867K 0.6% -69 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 434 $863K 0.06% -198 13F-HR Timeline Wilkinson Global Asset Management LLC More: the full row for Wilkinson Global Asset Management LLC 433 $861K 0.07% -32 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 432 $860K 0.21% -133 13F-HR Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 432 $859K 0.37% +63 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 432 $859K 0.11% +10 13F-HR Timeline BlueCrest Capital Management Ltd More: the full row for BlueCrest Capital Management Ltd 430 $855K 0.04% new 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 429 $853K 0.14% -19 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 428 $851K 0.03% +21 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 428 $851K 0.18% 0 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 427 $849K 0.01% -169 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 425 $845K 0.19% +79 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 424 $844K 0.04% new 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 424 $844K 0.5% -5 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 469 $843K 0.3% +91 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 423 $842K 0.01% +50 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 423 $842K 0.06% -347 13F-HR Timeline Teucrium Investment Advisors, LLC More: the full row for Teucrium Investment Advisors, LLC 423 $842K 0.75% -332 13F-HR Timeline CNB Bank More: the full row for CNB Bank 422 $840K 0.33% -126 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 421 $838K 0.04% -107 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 421 $838K 0.04% +15 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 421 $838K <0.01% +350 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 420 $836K 0.26% +27 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 420 $835K 0.04% +161 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 419 $834K 0.17% -5 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 418 $832K 0.08% +155 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 417 $830K 0.02% +31 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 415 $826K 0.17% new 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 415 $826K 0.5% +152 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 414 $824K 0.04% +199 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 413 $822K 0.27% -9 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 413 $822K 0.04% 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 412 $820K 0.13% +98 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 412 $820K 0.16% -135 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 412 $820K 0.11% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 410 $816K 0.03% +82 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 410 $816K 0.05% +45 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 410 $816K 0.15% new 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 409 $814K 0.44% 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 408 $812K 0.02% -17 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 408 $811K 0.31% -206 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 408 $811K 0.31% -57 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 407 $810K 0.07% +2 13F-HR Timeline Whetstone Capital Advisors, LLC More: the full row for Whetstone Capital Advisors, LLC 406 $808K 0.21% new 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 406 $808K 0.05% -32 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 405 $806K 0.07% +30 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 404 $804K 0.07% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 405 $802K 0.08% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 403 $802K 0.05% -22 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 403 $802K 0.21% -10 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 402 $800K 0.18% 0 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 402 $800K 0.08% +4 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 401 $798K 0.24% +20 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 401 $798K 0.19% +24 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 400 $796K 0.05% 0 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 400 $796K 0.18% 0 13F-HR Timeline Group Grace & Mercy Foundation, Inc. More: the full row for Grace & Mercy Foundation, Inc. 400 $796K 0.2% 0 13F-HR Timeline Militia Capital Management LLC in group Militia Capital Management LLC More: the full row for Militia Capital Management LLC 400 $796K 0.14% -172 13F-HR Timeline Group Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 399 $794K -2,069 Timeline CDM FINANCIAL COUNSELING SERVICES, INC. More: the full row for CDM FINANCIAL COUNSELING SERVICES, INC. 398 $794K 0.68% -204 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 398 $792K 0.15% -16 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 396 $787K 0.02% -52 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 395 $786K 0.34% -104 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 395 $786K 0.07% +40 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 395 $786K 0.05% +61 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 395 $786K 0.02% -1,270 13F-HR Timeline Group Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 394 $784K 0.17% +16 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 394 $784K 0.11% -20 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 394 $784K 0.13% +5 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 394 $784K 0.1% new 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 393 $782K 0.2% +13 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 393 $782K 0.1% +178 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 392 $780K 0.12% -1 13F-HR Timeline SANDLER CAPITAL MANAGEMENT More: the full row for SANDLER CAPITAL MANAGEMENT 390 $776K 0.46% new 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 390 $776K 0.27% 0 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 388 $772K 0.04% new 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 388 $771K 0.14% -15 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 387 $770K 0.26% 0 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 386 $768K 0.47% +32 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 385 $766K 0.21% 0 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 385 $766K 0.13% new 13F-HR Timeline OceanIQ Capital, LLC More: the full row for OceanIQ Capital, LLC 425 $765K 0.47% 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 383 $762K 0.02% new 13F-HR Timeline Group KG Capital Management More: the full row for KG Capital Management 383 $762K 0.45% +30 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 381 $759K 0.03% +16 13F-HR Timeline Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 381 $758K 0.43% 0 13F-HR Timeline Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 381 $758K 0.23% -15 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 377 $750K 0.09% -37 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 377 $750K 0.09% -5 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 377 $750K 0.08% new 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 376 $748K 0.27% 0 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 375 $746K 0.3% +22 13F-HR Timeline Group Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 373 $742K 0.07% +100 13F-HR Timeline Group Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 373 $742K 0.11% +9 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 371 $738K 0.06% +9 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 371 $738K 0.14% -40 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 369 $735K 0.26% -7 13F-HR Timeline Allianz SE group of 2 filers holding More: the full row for Allianz SE 547 $733K +15 Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 368 $732K 0.07% -46 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 368 $732K 0.18% +1 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 368 $732K 0.47% +32 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 367 $730K 0.05% -34 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 365 $727K 0.01% +186 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 365 $726K 0.05% -79 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 365 $726K 0.13% +2 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 364 $724K 0.09% -2 13F-HR Timeline ABN AMRO Bank N.V. in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO Bank N.V. 364 $723K 0.01% 0 13F-HR Timeline Group Pinpoint Asset Management (Singapore) P… More: the full row for Pinpoint Asset Management (Singapore) Pte. Ltd. 362 $720K 0.15% +358 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 360 $716K 0.4% 0 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 357 $710K 0.07% -2 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 357 $710K 0.37% +46 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 357 $710K 0.78% +4 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 357 $710K 0.04% -7 13F-HR Timeline Group WESBANCO BANK INC More: the full row for WESBANCO BANK INC 357 $710K 0.02% new 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 356 $708K 0.2% 0 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 356 $708K 0.05% new 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 355 $706K 0.14% -8 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 352 $700K 0.33% +18 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 350 $697K 0.14% +175 13F-HR Timeline Fosun International Ltd More: the full row for Fosun International Ltd 350 $696K 0.16% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 350 $696K 0.13% +20 13F-HR Timeline Bannerstone Capital Management, LLC More: the full row for Bannerstone Capital Management, LLC 350 $696K 0.59% +2 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 388 $693K 0.26% +105 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 348 $692K 0.01% +17 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Krilogy Financial LLC More: the full row for Krilogy Financial LLC 347 $690K 0.02% +6 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 347 $690K 0.13% -157 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 346 $688K 0.06% +36 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 346 $688K 0.02% +8 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 345 $687K 0.1% +12 13F-HR Timeline Tairen Capital Ltd More: the full row for Tairen Capital Ltd 345 $686K 0.06% -20,655 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 345 $686K 0.08% -5 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 344 $684K 0.08% +5 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 344 $684K 0.01% new 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 344 $684K 0.04% +12 13F-HR Timeline Blom & Howell Financial Planning, Inc. More: the full row for Blom & Howell Financial Planning, Inc. 344 $684K 0.57% 0 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 343 $682K 0.03% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 548 $682K 0.07% -661 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 342 $680K 0.03% 0 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 341 $679K 0.02% 0 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 341 $678K 0.15% +34 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 340 $676K 0.03% -20 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 339 $674K 0.43% -10 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 338 $672K 0.04% +87 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 336 $669K 0.51% -2 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 336 $668K 0.02% +73 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 336 $668K 0.17% +59 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 407 $668K 0.04% +169 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 335 $667K 0.02% +26 13F-HR Timeline Group Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 334 $664K 0.18% +21 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 408 $664K 0.16% +1 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 333 $662K 0.17% +6 13F-HR Timeline EVEXIA WEALTH LLC More: the full row for EVEXIA WEALTH LLC 402 $660K 0.18% -178 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 332 $660K 0.04% -28 13F-HR Timeline Entelevest, LLC More: the full row for Entelevest, LLC 331 $659K 0.58% -56 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 330 $657K 0.15% +42 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 327 $651K 0.36% 0 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 327 $651K 0.06% 0 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 327 $651K 0.13% -160 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 326 $649K 0.06% +21 13F-HR Timeline BLVD Private Wealth, LLC More: the full row for BLVD Private Wealth, LLC 326 $649K 0.48% +100 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 325 $647K 0.15% -147 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 324 $645K 0.18% 0 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 323 $643K 0.1% +32 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 323 $643K 0.16% -45 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 323 $643K 0.26% -13 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 322 $642K 0.01% +71 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 320 $637K 0.04% -132 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 319 $635K 0.02% +74 13F-HR Timeline Alamea Verwaltungs GmbH More: the full row for Alamea Verwaltungs GmbH 319 $635K 0.51% new 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 319 $635K 0.06% +4 13F-HR Timeline Prota Financial, LLC More: the full row for Prota Financial, LLC 344 $634K 0.42% -12 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 318 $633K 0.14% 0 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 318 $633K 0.29% -5 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 318 $632K 0.12% +14 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 317 $631K 0.07% -257 13F-HR Timeline