Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 16,474 $2.06M 0.42% -680 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 16,385 $2.04M 0.11% -770 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 16,292 $2.03M 1% +1,365 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 16,400 $2.03M 0.68% +2,171 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 16,208 $2.02M 0.98% +732 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 16,197 $2.02M 0.1% +9,828 13F-HR Timeline MW ADVISORY, LLC More: the full row for MW ADVISORY, LLC 15,793 $1.97M 0.79% 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 15,745 $1.96M 0.2% +3,727 13F-HR Timeline First Citizens Asset Management, Inc. More: the full row for First Citizens Asset Management, Inc. 15,663 $1.95M 0.62% +279 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 15,638 $1.95M 0.06% +258 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 15,625 $1.95M 0.02% -7 13F-HR Timeline Group Approach Retirement Advisors, LLC More: the full row for Approach Retirement Advisors, LLC 15,534 $1.94M 1.41% +402 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 15,525 $1.94M 0.18% -604 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 15,357 $1.92M 1.05% +461 13F-HR Timeline Frankly Finances, LLC More: the full row for Frankly Finances, LLC 15,214 $1.9M 1.5% +160 13F-HR/A Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 15,149 $1.89M 0.43% +252 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 15,077 $1.88M 0.45% -199 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 14,944 $1.86M 0.04% -5,988 13F-HR Timeline Group Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 14,856 $1.85M 0.37% +1,276 13F-HR Timeline TrustWell Financial Advisors, LLC More: the full row for TrustWell Financial Advisors, LLC 14,837 $1.85M 1.57% new 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 45,388 $1.85M 0.09% +34,055 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 14,823 $1.85M 0.01% +8,496 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 14,738 $1.84M 0.03% +1,564 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 14,705 $1.83M <0.01% +45 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 14,668 $1.83M 0.66% -385 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 14,604 $1.82M 0.08% +1,444 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 14,538 $1.81M 0.12% -577 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 14,500 $1.81M 0.44% +1,734 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 14,622 $1.81M 2.59% -191,767 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 14,320 $1.79M 1.19% +1,761 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 14,065 $1.78M 0.66% +2,153 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 14,199 $1.77M 0.81% -58 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 14,145 $1.76M 0.12% -673 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 14,100 $1.76M 0.07% +698 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 14,010 $1.75M 0.22% 0 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 13,907 $1.74M 0.68% +206 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 13,892 $1.73M 0.67% -29 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 13,888 $1.73M 0.15% +283 13F-HR Timeline John A. Wolfe & Associates, Inc. More: the full row for John A. Wolfe & Associates, Inc. 13,549 $1.69M 2.33% -345 13F-HR Timeline Lifetime Wealth Management P.C. More: the full row for Lifetime Wealth Management P.C. 13,405 $1.67M 0.98% +35 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 13,395 $1.67M 0.13% -1,322 13F-HR Timeline Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 13,334 $1.66M 0.41% -876 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 13,114 $1.64M 0.02% -397 13F-HR Timeline Group Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 13,277 $1.64M 0.78% -125 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 13,077 $1.63M 0.15% +5,519 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 13,053 $1.63M 0.17% +475 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 13,018 $1.62M 0.02% -432 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 12,952 $1.62M 0.17% +1,252 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 12,916 $1.61M 0.12% -1,674 13F-HR Timeline Value Investment Professionals, LLC More: the full row for Value Investment Professionals, LLC 12,915 $1.61M 1.35% new 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 12,910 $1.61M 0.36% +2,108 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 12,829 $1.6M 0.05% +18 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 12,667 $1.58M 0.37% -314 13F-HR Timeline Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 12,631 $1.58M 1.2% +424 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 12,607 $1.57M 0.06% +166 13F-HR Timeline WMS Group LLC More: the full row for WMS Group LLC 12,274 $1.53M 1.97% +176 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 11,964 $1.49M 0.46% +585 13F-HR Timeline Group Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 11,958 $1.49M 1.12% +296 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 11,950 $1.49M 0.04% +5,131 13F-HR Timeline Longview Financial Advisors, Inc. More: the full row for Longview Financial Advisors, Inc. 11,838 $1.48M 0.86% -11 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 11,834 $1.48M 0.01% +7,904 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 11,781 $1.47M 0.06% -346 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 11,671 $1.46M 0.17% +3,501 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 11,622 $1.45M 0.11% +67 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 11,601 $1.45M 0.05% -94 13F-HR Timeline Del-Sette Capital Management, LLC More: the full row for Del-Sette Capital Management, LLC 11,376 $1.42M 0.83% -57,071 13F-HR Timeline Financial Architects, LLC More: the full row for Financial Architects, LLC 11,280 $1.41M 0.67% -310 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 11,245 $1.4M 0.08% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 11,116 $1.39M 0.09% +948 13F-HR Timeline CROSSPOINT FINANCIAL, LLC More: the full row for CROSSPOINT FINANCIAL, LLC 11,108 $1.39M 3.17% -1,897 13F-HR Timeline Foundry Financial LLC More: the full row for Foundry Financial LLC 11,068 $1.38M 0.47% +249 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 10,955 $1.37M 0.16% +1,108 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 10,797 $1.35M 0.2% -911 13F-HR Timeline NORTHEAST PLANNING ASSOCIATES, INC. / N… More: the full row for NORTHEAST PLANNING ASSOCIATES, INC. / NH / 11,523 $1.34M 1% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 10,727 $1.34M 0.02% +9,920 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 10,647 $1.33M 0.75% +2,546 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 10,429 $1.3M 0.06% -7,560 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 10,294 $1.28M 0.5% new 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 10,162 $1.27M 0.36% -2,230 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 10,121 $1.26M <0.01% new 13F-HR Timeline Group Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 10,115 $1.26M 0.57% new 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 10,062 $1.26M 0.54% +1,098 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 9,964 $1.24M <0.01% -84 13F-HR Timeline Group Vistica Wealth Advisors, LLC More: the full row for Vistica Wealth Advisors, LLC 9,934 $1.24M 1.07% +4 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 9,932 $1.24M 0.02% +3,175 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 9,899 $1.23M 0.13% +715 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 9,836 $1.23M 0.02% +2,368 13F-HR Timeline Vines Capital Management, LLC More: the full row for Vines Capital Management, LLC 9,829 $1.23M 1.01% +1,283 13F-HR/A Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 9,754 $1.22M 0.17% +504 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 9,752 $1.22M 0.27% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 9,701 $1.21M 0.68% +8,742 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 9,597 $1.2M 0.06% new 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 9,593 $1.2M 0.07% -34,078 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 9,592 $1.2M 0.1% +5,517 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 9,553 $1.19M 0.51% +956 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 9,420 $1.18M <0.01% +2,261 13F-HR Timeline Group Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 9,414 $1.17M 0.32% new 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 9,398 $1.17M <0.01% +1,452 13F-HR/A Timeline Group Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 9,318 $1.16M 0.02% new 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 9,280 $1.16M 0.19% -149 13F-HR Timeline Carolina Wealth Management Inc More: the full row for Carolina Wealth Management Inc 9,222 $1.15M 0.53% 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 9,153 $1.14M <0.01% -305 13F-HR Timeline Group CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 9,149 $1.14M 0.65% -1,408 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 9,038 $1.13M 0.25% -1,405 13F-HR Timeline marrick wealth, LLC More: the full row for marrick wealth, LLC 9,001 $1.12M 0.8% +22 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 8,917 $1.11M 0.02% -257 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 8,858 $1.11M 0.77% +591 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 8,829 $1.1M 0.51% +217 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 8,660 $1.08M 0.69% -154 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 8,640 $1.08M 0.05% -629 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 8,621 $1.08M 0.56% -300 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 8,620 $1.08M 0.02% -1,462 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 8,579 $1.07M 0.34% +358 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 8,574 $1.07M 0.02% -797 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 8,568 $1.07M 0.04% +8,524 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 8,366 $1.04M 0.65% +354 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 8,332 $1.04M 0.04% +23 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 8,322 $1.04M 0.08% +2,083 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 8,316 $1.04M 0.04% +1,688 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 8,312 $1.04M 0.36% -260 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 8,299 $1.03M 0.03% -1,082 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 8,275 $1.03M 0.06% -36,175 13F-HR Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 8,267 $1.03M 0.47% +6,174 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 8,196 $1.02M 0.37% -999 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 8,097 $1.01M 0.7% +329 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 7,918 $988K 0.02% new 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 7,832 $977K 0.24% new 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 7,807 $974K 0.09% +126 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 7,782 $971K 0.01% +8 13F-HR Timeline Group Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 7,820 $968K 0.3% +520 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 7,741 $966K 0.01% 0 13F-HR Timeline Group Kings Path Partners LLC More: the full row for Kings Path Partners LLC 7,702 $961K 0.26% +359 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 7,660 $956K 0.3% -67 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 7,648 $954K 0.11% +7,053 13F-HR/A Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 7,580 $946K <0.01% +94 13F-HR Timeline Group Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 7,575 $945K 0.2% -869 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 7,481 $933K 0.28% +113 13F-HR Timeline ProCore Advisors, LLC More: the full row for ProCore Advisors, LLC 7,439 $928K 1.15% +497 13F-HR Timeline MOULTON WEALTH MANAGEMENT, INC More: the full row for MOULTON WEALTH MANAGEMENT, INC 7,361 $921K 0.61% new 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 7,366 $919K 0.2% new 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 7,357 $918K 0.25% -168 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 7,340 $916K 0.39% new 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 7,320 $913K 0.05% +981 13F-HR Timeline Belleair Asset Management, LLC More: the full row for Belleair Asset Management, LLC 7,303 $911K 0.77% +436 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 7,263 $906K 0.26% -507 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 7,262 $906K 0.43% -114 13F-HR Timeline Directional Asset Management More: the full row for Directional Asset Management 7,166 $894K 0.85% +724 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 7,151 $892K 0.01% +1,526 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 7,127 $889K 0.08% new 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 7,112 $887K 0.65% +828 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 7,096 $885K 0.49% +145 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 6,958 $868K 0.11% 0 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 6,934 $865K 0.2% +949 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 6,926 $864K 0.04% new 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 6,820 $851K 0.12% +3,005 13F-HR Timeline BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 6,772 $848K 0.17% new 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 6,800 $848K 0.01% 0 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 6,678 $833K 0.3% -298 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 6,668 $832K 0.69% +4,018 13F-HR Timeline Keystone Financial Services, LLC More: the full row for Keystone Financial Services, LLC 6,623 $826K 0.5% new 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 6,558 $818K 0.41% +103 13F-HR Timeline OakTrust Wealth Advisors, LLC More: the full row for OakTrust Wealth Advisors, LLC 6,518 $813K 0.7% +6 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 6,492 $810K 0.11% +2,446 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 6,463 $806K 0.69% -301 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 6,395 $798K 0.25% +1,624 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 6,393 $798K <0.01% +743 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 6,387 $797K 0.01% new 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 6,376 $795K 0.37% 0 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 6,355 $793K 0.03% +95 13F-HR Timeline Oceanside Advisors LLC More: the full row for Oceanside Advisors LLC 6,343 $791K 0.4% -76 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 6,328 $789K 0.11% -1,283 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,327 $789K 0.03% -2,368 13F-HR Timeline Group Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 6,274 $783K 0.03% +24 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 6,248 $780K 0.02% -4 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 6,200 $774K 0.31% -400 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 6,200 $774K 0.19% -184 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 6,173 $770K 0.23% 0 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 6,172 $770K 0.23% +18 13F-HR Timeline Bridgewater Advisors Inc. 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