ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 11,461 $1.11M 0.27% -54 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 11,459 $1.11M 0.11% -21,775 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 11,323 $1.09M 0.12% +4,468 13F-HR Timeline Haverford Financial Services, Inc. More: the full row for Haverford Financial Services, Inc. 11,287 $1.09M 0.32% +1,719 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 11,197 $1.08M 0.5% +1,947 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 11,725 $1.08M 0.44% -5,108 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 11,140 $1.07M 0.01% +896 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 11,127 $1.07M 0.33% new 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 11,086 $1.07M 0.06% +1,283 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 11,080 $1.07M 0.68% -500 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 10,991 $1.06M 0.49% -1,508 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 10,842 $1.05M 0.26% -15 13F-HR Timeline BCR Wealth Strategies, LLC More: the full row for BCR Wealth Strategies, LLC 10,716 $1.03M 0.29% -424 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 10,686 $1.03M 0.19% +710 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 10,595 $1.02M 0.01% +1,352 13F-HR Timeline Group Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 10,567 $1.02M 0.37% +31 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 10,535 $1.02M 0.14% +450 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 10,511 $1.01M <0.01% +5,039 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 10,379 $1M 0.24% -757 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 10,353 $999K 0.03% -99 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 10,350 $999K 0.43% new 13F-HR Timeline Cauble & Harre Wealth Management, Inc. More: the full row for Cauble & Harre Wealth Management, Inc. 10,228 $987K 0.79% +3,733 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 10,178 $982K 0.03% +63 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 10,143 $979K 0.22% 0 13F-HR Timeline Group Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 10,129 $977K 0.25% +5,249 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 10,103 $975K 0.15% -26,509 13F-HR Timeline RESOLUTE WEALTH ADVISOR, INC. More: the full row for RESOLUTE WEALTH ADVISOR, INC. 12,049 $971K 0.55% 0 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 10,048 $970K 0.26% 0 13F-HR Timeline F&V Capital Management, LLC More: the full row for F&V Capital Management, LLC 9,975 $962K 0.18% 0 13F-HR Timeline DIXON FNANCIAL SERVICES, INC. More: the full row for DIXON FNANCIAL SERVICES, INC. 9,908 $956K 0.39% 0 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 9,891 $954K 0.15% +1,786 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 9,830 $948K 0.09% new 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 9,798 $945K 0.08% new 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 9,738 $940K 0.05% 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 9,727 $939K 0.24% -128 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 9,624 $929K 0.58% -2,350 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 9,621 $928K 0.05% new 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 9,585 $925K 0.02% 0 13F-HR Timeline Group Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 9,556 $922K 0.08% +1,555 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 9,543 $921K 0.02% +1,864 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 9,506 $917K 0.39% +1,497 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 9,501 $917K 0.02% -111 13F-HR Timeline Group PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 9,453 $912K 0.44% -462 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 9,448 $912K 0.11% -2 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 9,337 $901K 0.02% +795 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 9,333 $901K 0.26% +1,089 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 9,265 $894K 0.16% -1,005 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 9,226 $890K <0.01% +3,938 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 9,354 $890K 0.05% -101 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 9,219 $889K 0.25% +312 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 9,195 $887K <0.01% +1,311 13F-HR Timeline Group Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 9,177 $885K 0.17% -1,910 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 9,098 $878K 0.43% -4,477 13F-HR Timeline Sanchez Gaunt Capital Management, LLC More: the full row for Sanchez Gaunt Capital Management, LLC 9,046 $873K 0.49% -4,105 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 8,999 $868K 0.54% -4,998 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 8,814 $850K 0.65% +1,287 13F-HR Timeline Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 8,790 $848K 0.24% +721 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 8,783 $847K 0.46% +454 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 8,927 $840K 0.08% +2,403 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 8,629 $833K 0.31% +2,064 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 8,602 $830K 0.48% +586 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 8,568 $827K 0.07% -354 13F-HR Timeline Group VICUS CAPITAL More: the full row for VICUS CAPITAL 8,542 $824K 0.05% +1,098 13F-HR Timeline Belleair Asset Management, LLC More: the full row for Belleair Asset Management, LLC 8,539 $824K 0.69% -425 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 8,488 $819K 0.13% +95 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 8,451 $815K 0.31% +1,487 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 8,388 $809K 0.25% -404 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 8,300 $801K 0.07% +2,035 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 8,257 $797K 0.05% new 13F-HR Timeline Group FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 8,234 $794K 0.26% -10,615 13F-HR Timeline VAQUERO PRIVATE WEALTH, LTD More: the full row for VAQUERO PRIVATE WEALTH, LTD 8,212 $792K 0.16% 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 8,074 $779K 0.06% +950 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 8,033 $775K 0.04% -38 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 8,002 $772K 0.29% +779 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 7,918 $764K 0.17% +818 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 7,874 $760K 0.05% +3,527 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 7,801 $753K 0.01% +175 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 7,707 $744K 0.01% -976 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 7,681 $741K 0.09% +2 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 7,660 $739K 0.01% +423 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 7,613 $735K 0.01% new 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 7,559 $729K 0.11% -12,343 13F-HR Timeline Ridgeline Wealth, LLC More: the full row for Ridgeline Wealth, LLC 7,481 $722K 0.42% +13 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 7,465 $720K 0.23% -80 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 7,390 $713K 0.09% -271 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 7,392 $705K 0.06% +334 13F-HR Timeline Foundry Financial LLC More: the full row for Foundry Financial LLC 7,133 $688K 0.23% -27 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 6,959 $671K 0.02% new 13F-HR Timeline R2 Capital Strategies, LLC More: the full row for R2 Capital Strategies, LLC 6,878 $664K 0.3% 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 6,833 $659K -16 Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 6,708 $647K 0.03% -187 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 6,695 $646K 0.02% +51 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 6,678 $644K <0.01% -14,157 13F-HR Timeline Group Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 6,613 $638K 0.07% +37 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 6,607 $638K 0.52% +2,217 13F-HR Timeline BANNERMAN WEALTH MANAGEMENT GROUP, LLC More: the full row for BANNERMAN WEALTH MANAGEMENT GROUP, LLC 6,567 $634K 0.37% +14 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 6,566 $634K 0.3% +2,541 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 6,549 $632K <0.01% new 13F-HR Timeline Group FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 7,011 $628K 0.13% new 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 6,443 $622K 0.24% +1,398 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 6,339 $612K 0.05% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 6,337 $611K 0.01% -6,083 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 6,304 $608K 0.28% +657 13F-HR Timeline Cassilly Financial Group LLC More: the full row for Cassilly Financial Group LLC 6,220 $600K 0.44% -2,705 13F-HR/A Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 6,210 $599K 0.08% +1,672 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 6,301 $592K 0.28% +1,089 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 6,100 $589K 0.13% new 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 6,077 $586K 0.09% -100,658 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 6,047 $583K 0.13% -3,576 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 5,990 $578K 0.17% -395 13F-HR Timeline Group Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 5,984 $577K 0.07% -1,458 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 7,416 $571K 0.23% -1,202 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 5,910 $570K 0.21% +800 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 5,902 $569K <0.01% -81 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 5,863 $566K 0.23% +1,085 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 5,799 $560K 0.02% +124 13F-HR Timeline Group Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 5,777 $557K 0.01% +247 13F-HR Timeline Group West Wealth Group, LLC More: the full row for West Wealth Group, LLC 5,764 $556K 0.09% +32 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 5,761 $556K 0.01% -153 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 5,697 $550K 0.98% new 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 5,678 $548K 0.13% 0 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 5,638 $544K 0.09% +175 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 5,587 $539K 0.01% +17 13F-HR Timeline Group Operose Advisors LLC More: the full row for Operose Advisors LLC 5,586 $539K 0.1% -908 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 5,584 $539K 0.4% -340 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 5,537 $534K 0.12% new 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 5,518 $532K 0.27% +124 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 5,516 $532K <0.01% +617 13F-HR Timeline Group OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 5,498 $531K 0.03% new 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 5,471 $528K 0.28% 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 5,435 $524K 0.07% new 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 5,373 $518K 0.01% +2,829 13F-HR Timeline Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 5,350 $516K 0.17% +555 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 5,311 $512K 0.17% +29 13F-HR Timeline Cadia Private Client LLC More: the full row for Cadia Private Client LLC 5,012 $484K 0.35% -738 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 5,008 $483K 0.28% +3,902 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 4,994 $482K 0.01% +99 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 4,767 $460K 0.1% +27 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 4,754 $459K 0.31% -3,923 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 4,741 $457K 0.13% +77 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 4,727 $456K 0.01% +1,888 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 4,716 $455K 0.06% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 4,705 $454K 0.02% -2,223 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 4,692 $453K 0.01% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 4,674 $451K <0.01% new 13F-HR Timeline Kooman & Associates More: the full row for Kooman & Associates 4,657 $449K 0.12% new 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 4,646 $448K 0.06% +1,244 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 4,619 $446K 0.17% +829 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,618 $446K 0.04% +475 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 4,577 $442K 0.16% 0 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 4,517 $436K 0.34% new 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 4,507 $435K 0.2% 0 13F-HR Timeline Thayer Financial, L.L.C. More: the full row for Thayer Financial, L.L.C. 4,487 $433K 0.39% -988 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 4,389 $423K 0.06% +347 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 4,354 $420K 0.07% new 13F-HR Timeline PROFESSIONAL FINANCIAL SOLUTIONS LLC … More: the full row for PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 4,347 $419K 0.33% -160 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 4,295 $414K <0.01% -24 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 4,270 $412K 0.2% new 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 4,268 $412K 0.14% new 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 4,258 $411K 0.22% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,354 $407K 0.02% new 13F-HR Timeline Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 4,191 $404K 0.31% new 13F-HR Timeline Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 4,159 $401K 0.24% new 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 4,140 $399K 0.09% -415 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 4,140 $399K 0.04% 0 13F-HR Timeline Madrid Wealth Management, LLC More: the full row for Madrid Wealth Management, LLC 4,129 $398K 0.26% -882 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 4,126 $398K 0.14% +6 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 4,083 $394K 0.01% 0 13F-HR Timeline Steelhead Wealth Management LLC More: the full row for Steelhead Wealth Management LLC 4,048 $390K 0.16% new 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 4,251 $379K 0.08% +170 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 3,929 $379K 0.2% +381 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 3,815 $368K 0.03% 0 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 3,756 $362K 0.27% 0 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 3,738 $361K 0.01% -73 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 3,725 $359K 0.09% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,709 $358K <0.01% -379 13F-HR Timeline Group Brown Financial Advisory More: the full row for Brown Financial Advisory 3,706 $358K 0.15% 0 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 3,691 $356K 0.08% -1,177 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 3,685 $356K 0.02% +131 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 3,657 $353K 0.02% +709 13F-HR Timeline Envision Financial LLC More: the full row for Envision Financial LLC 3,645 $352K 0.16% -95 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 3,610 $348K 0.06% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 3,593 $347K <0.01% +748 13F-HR Timeline Group SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 3,588 $346K 0.07% +489 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,588 $346K 0.01% new 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 3,587 $346K 0.01% +88 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 3,586 $346K 0.06% -906 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 3,575 $345K 0.04% +67 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 3,739 $343K 0.13% new 13F-HR Timeline Generations Wealth, LLC More: the full row for Generations Wealth, LLC 3,544 $342K 0.32% +526 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,528 $340K 0.02% +20 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 3,492 $337K 0.06% -100 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 3,490 $337K 0.01% +544 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 3,489 $337K 0.38% +986 13F-HR Timeline Busey Bank More: the full row for Busey Bank 3,482 $336K 0.01% 0 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 3,497 $336K 0.28% +411 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 3,459 $334K 0.02% +100 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 3,428 $331K 0.07% new 13F-HR Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 3,681 $329K 0.13% 0 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 3,405 $329K 0.04% -2,180 13F-HR Timeline