Thompson David Blair More: the full row for Thompson David Blair 8,095 $740K 0.42% 13F-HR Timeline Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 8,094 $740K 0.68% 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 8,058 $736K 0.14% -163 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 8,002 $731K 0.65% 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 7,998 $731K 0.31% new 13F-HR Timeline Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 7,784 $711K 0.35% 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 7,756 $709K 0.12% +1,142 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 7,700 $704K <0.01% new 13F-HR Timeline Group Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 7,670 $701K 0.28% +1,068 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 7,664 $700K 0.07% -1,106 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 7,539 $689K 0.05% -693 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 7,500 $685K 0.23% -4,530 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 7,482 $684K 0.03% -9,371 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 7,409 $677K 0.11% -1,466 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 7,393 $676K 0.1% new 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 7,385 $675K 0.13% +743 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 7,367 $673K 0.18% +1,226 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 7,347 $671K 0.24% -921 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 7,340 $671K 0.26% -639 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 7,315 $668K 0.23% -1,085 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 7,297 $667K 0.32% -1,133 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 7,179 $656K 0.06% -1,500 13F-HR Timeline Client First Investment Management LLC More: the full row for Client First Investment Management LLC 7,167 $655K 0.34% -319 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 7,162 $654K 0.06% +126 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 7,152 $654K 0.02% new 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. 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More: the full row for Arkfeld Wealth Strategies, L.L.C. 6,770 $619K 0.21% +52 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 6,731 $615K 0.25% new 13F-HR Timeline Tide Cove Capital Partners LLC More: the full row for Tide Cove Capital Partners LLC 6,678 $611K 0.42% new 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 6,683 $611K 0.02% -309 13F-HR/A Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 6,657 $608K 0.02% +2,122 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 6,635 $606K 0.21% 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 6,598 $603K 0.19% -3,854 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 6,581 $601K 0.67% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 6,566 $600K 0.13% -925 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 6,541 $598K 0.12% +1,755 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 6,505 $594K 0.01% +965 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 6,481 $592K 0.38% -20 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 6,468 $591K 0.04% -2,958 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 6,438 $588K 0.01% +3,356 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 6,426 $587K 0.53% +197 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 6,375 $583K -203 Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 6,371 $582K 0.01% -685 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 6,354 $581K 0.01% -10,585 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. 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More: the full row for Palogic Value Management, L.P. 5,482 $501K 0.22% new 13F-HR Timeline Schusterman Interests, LLC More: the full row for Schusterman Interests, LLC 5,460 $499K 0.11% 0 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 5,457 $499K 0.16% +50 13F-HR Timeline Blue Trust, Inc. 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More: the full row for BCS Private Wealth Management, Inc. 5,250 $480K 0.16% new 13F-HR Timeline REICON WEALTH ADVISORS, LLC More: the full row for REICON WEALTH ADVISORS, LLC 5,244 $479K 0.35% 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 5,237 $479K 0.32% -2,989 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 5,228 $478K 0.08% +161 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 5,215 $477K 0.06% -351 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 5,202 $475K 0.17% -2,267 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 5,200 $475K 0.34% -500 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 5,135 $469K 0.13% -30 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 5,135 $469K 0.32% +181 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 5,115 $467K 0.11% -4,821 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 5,030 $460K 0.21% -586 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 5,005 $457K 0.16% +210 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 3,738 $457K 0.32% new 13F-HR/A Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 4,983 $455K 0.02% 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 4,981 $455K 0.08% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 4,970 $454K 0.31% -1,632 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 4,938 $451K 0.31% -1,328 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 4,897 $448K 0.02% -1,544 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 4,890 $447K 0.01% -871 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 4,860 $444K 0.11% -1,048 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 4,841 $442K 0.24% +117 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 4,818 $440K 0.22% -38 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 4,801 $439K 0.05% +66 13F-HR/A Timeline Group DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 4,785 $438K 0.07% -28,990 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 4,779 $437K <0.01% -1,043 13F-HR/A Timeline Group City Center Advisors, LLC More: the full row for City Center Advisors, LLC 4,772 $436K 0.4% -187 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 4,730 $433K 0.1% new 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 4,722 $432K <0.01% +1,035 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 4,690 $429K <0.01% -49,500 13F-HR Timeline Group MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 4,688 $428K 0.24% +191 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 4,682 $428K 0.21% new 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 4,678 $427K 0.12% -8,421 13F-HR Timeline SFG Wealth Management, LLC. 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More: the full row for Eldridge Investment Advisors, Inc. 4,394 $402K 0.09% +6 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 4,389 $401K 0.28% -657 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 4,344 $397K 0.14% -499 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 4,337 $396K 0.05% -255 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 4,332 $396K 0.12% +3,920 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 4,331 $396K 0.04% +6 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 4,325 $395K 0.14% -383 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 4,250 $388K 0.03% -1,316 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 4,178 $382K 0.27% -797 13F-HR Timeline Farrow Financial, Inc. More: the full row for Farrow Financial, Inc. 4,163 $380K 0.22% +238 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 4,150 $379K 0.01% -1 13F-HR Timeline LIFE LINE WEALTH MANAGEMENT LLC More: the full row for LIFE LINE WEALTH MANAGEMENT LLC 4,136 $378K 0.11% +4 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 4,113 $376K 0.13% +1,896 13F-HR/A Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 4,096 $374K 0.16% 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 4,088 $374K 0.37% 13F-HR Timeline ATX Financial Planning, LLC More: the full row for ATX Financial Planning, LLC 4,033 $369K 0.28% 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 4,023 $368K 0.23% 13F-HR Timeline WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 4,021 $367K 0.16% -22,473 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 4,011 $366K 0.18% new 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 4,008 $366K 0.01% -675 13F-HR Timeline Group Front Street Capital Management, Inc. More: the full row for Front Street Capital Management, Inc. 3,959 $362K 0.05% -521 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 3,936 $360K 0.13% -123 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 3,927 $359K 0.01% -750 13F-HR Timeline SPG ADVISORS LLC More: the full row for SPG ADVISORS LLC 3,916 $358K 3.68% +146 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,907 $357K 0.01% +68 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 3,885 $355K 0.02% -872 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 3,868 $354K 0.08% new 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 3,874 $354K 0.03% 0 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 3,860 $353K 0.02% -200 13F-HR Timeline Skyview Financial Group LLC More: the full row for Skyview Financial Group LLC 3,849 $352K 0.36% 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 3,847 $352K 0.03% -87 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 3,801 $347K 0.26% new 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 3,771 $345K 0.01% -546 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 3,763 $344K 0.01% new 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 3,749 $343K 0.21% -156 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 3,742 $342K 0.05% -1,125 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 3,742 $342K 0.01% -613 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 3,722 $340K 0.03% new 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 3,710 $339K 0.01% 0 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 3,676 $336K 0.14% new 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 3,660 $334K 0.02% -2,926 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 3,649 $333K 0.04% -94 13F-HR Timeline Navigation Wealth Management, Inc. More: the full row for Navigation Wealth Management, Inc. 3,627 $331K 0.49% +185 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 3,601 $329K 0.25% new 13F-HR Timeline Financial Architects, LLC More: the full row for Financial Architects, LLC 3,595 $329K 0.18% +35 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 3,587 $328K 0.03% -668 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 3,580 $327K 0.07% -2,746 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 3,577 $327K 0.04% -15 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 3,561 $325K 0.09% 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 3,561 $325K 0.05% -321 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 3,535 $323K 0.02% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3,523 $322K <0.01% -13,801 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 3,511 $321K 0.11% new 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 3,500 $320K 0.14% +1,250 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 3,500 $320K 0.71% new 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 3,500 $320K 0.01% 0 13F-HR/A Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 3,455 $316K 0.01% +798 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 3,423 $313K 0.09% new 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 3,420 $312K 0.01% -2,929 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 3,405 $311K 0.17% 13F-HR Timeline