Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 14,517 $1.08M 0.06% +2,449 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 14,494 $1.07M 0.02% new 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 14,487 $1.07M 0.16% new 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 14,481 $1.07M 0.17% +938 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 14,455 $1.07M 0.12% +681 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 14,444 $1.07M 0.86% 0 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 14,420 $1.07M 0.43% +2,554 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 14,367 $1.06M 0.11% -212 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 14,360 $1.06M 0.55% +149 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 14,247 $1.06M 0.01% +8,902 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 14,162 $1.05M 0.13% +282 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 14,095 $1.04M 0.41% -3,324 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 14,095 $1.04M 0.28% -235 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 14,030 $1.04M 0.08% +389 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 14,012 $1.04M 0.02% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 13,972 $1.03M 0.02% -399 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 13,972 $1.03M 0.04% -477 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 13,963 $1.03M 0.7% +232 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 13,944 $1.03M 0.08% +1,671 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 13,856 $1.03M 0.53% +314 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 13,655 $1.01M 0.08% +105 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 13,597 $1.01M 0.39% 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 13,486 $999K 0.18% +580 13F-HR/A Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 13,481 $999K 0.01% -2,092 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 13,470 $998K 0.08% +2,178 13F-HR Timeline Trinity Wealth Management, LLC More: the full row for Trinity Wealth Management, LLC 13,444 $996K 0.37% +507 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 13,400 $993K 0.06% -10,555 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 13,351 $989K 0.34% -9,525 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 13,329 $987K 0.29% +94 13F-HR Timeline EQUITY INVESTMENT CORP More: the full row for EQUITY INVESTMENT CORP 13,172 $976K 0.02% +170 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 13,155 $974K 0.38% +170 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 13,121 $972K 0.23% -34,059 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 13,102 $970K 0.03% +9,146 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 13,095 $970K 0.3% +1,825 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 13,086 $969K 0.41% +1,777 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 13,000 $963K 0.29% -3,091 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 12,988 $962K 0.79% +203 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 12,929 $958K 0.25% new 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 12,869 $953K 0.01% -249 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 12,844 $951K 0.32% -197 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 12,675 $943K 0.17% +1,905 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 12,722 $942K 0.29% new 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 12,583 $932K 0.17% +233 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 12,540 $929K 0.67% +175 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 12,493 $925K 0.47% -88 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 12,470 $924K 0.18% +751 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 12,411 $919K 0.55% +3,380 13F-HR Timeline Carroll Advisory Group, LLC More: the full row for Carroll Advisory Group, LLC 12,391 $918K 0.4% 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 12,370 $916K 0.4% -12 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 12,320 $913K 0.05% -3,848 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 12,274 $911K 0.6% 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 12,229 $906K 0.04% -2,991 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 12,229 $906K 0.37% 0 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 12,171 $902K 1.71% -9,025 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 12,164 $901K 0.43% -1,104 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 12,131 $899K 0.28% -3,609 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 12,118 $898K 0.01% 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 12,091 $896K 0.2% -2,915 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 12,060 $893K 0.06% +4,890 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 12,023 $891K 0.24% -411 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 11,973 $887K 0.18% -4,138 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 11,972 $887K 0.1% +324 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 11,898 $881K 0.03% -510 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 11,889 $881K 0.46% +1,327 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 11,860 $879K 0.24% +5,747 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 11,865 $879K 0.58% +3,735 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 11,838 $877K 0.1% +3,164 13F-HR Timeline Group AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 11,817 $875K 0.44% -270 13F-HR Timeline Hudson Oak Wealth Advisory LLC More: the full row for Hudson Oak Wealth Advisory LLC 11,716 $868K 0.77% 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 11,707 $867K 1.28% +5,150 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 11,591 $859K 0.03% -8,483 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 11,513 $853K 0.19% -636 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 11,500 $852K <0.01% +1,030 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 11,445 $850K 0.13% +7,500 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 11,413 $845K 0.26% +450 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 11,345 $840K 0.02% +334 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 11,326 $839K <0.01% -58,391 13F-HR Timeline Group Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 11,299 $837K 0.12% -24 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 11,265 $834K 0.1% +1,518 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 11,249 $833K 0.35% +250 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 11,134 $825K 0.06% +702 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 11,117 $823K 0.3% -574 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 11,039 $818K 0.24% +520 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 10,996 $814K 0.14% new 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 10,991 $814K 0.02% +110 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 10,968 $812K 0.51% +1,561 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 10,952 $811K 0.02% -6,724 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 10,943 $811K 0.04% +2,608 13F-HR Timeline ATX Financial Planning, LLC More: the full row for ATX Financial Planning, LLC 10,893 $807K 0.62% 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 10,768 $798K 0.15% 0 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 10,685 $794K 0.73% +487 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 10,682 $791K 0.38% new 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 10,676 $791K 0.21% +2,318 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 10,621 $787K 0.04% -290 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 10,438 $773K 0.2% -707 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 10,396 $770K 0.17% -83 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 10,340 $766K 0.09% -3,395 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 10,327 $765K <0.01% +867 13F-HR Timeline Group SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 10,279 $761K 0.49% +28 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 10,249 $759K 0.08% +1,609 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 10,218 $757K 0.46% 0 13F-HR Timeline Forbes Financial Planning, Inc. More: the full row for Forbes Financial Planning, Inc. 10,203 $756K 0.44% -62,848 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 10,196 $755K 0.02% -473 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 10,189 $755K 0.08% -607 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 10,171 $753K 0.46% +2,405 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 10,121 $750K 0.01% -185 13F-HR Timeline Group Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 10,092 $747K 0.32% +10,072 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 10,026 $743K 0.1% +1,856 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 10,006 $741K 0.04% -1,471 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 9,993 $740K 0.25% +2,986 13F-HR Timeline SB Capital Management Inc More: the full row for SB Capital Management Inc 9,992 $740K 0.27% 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 9,930 $735K 0.2% +2,221 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 9,924 $735K 0.31% +6,489 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 9,911 $734K 0.1% +245 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 9,887 $732K 0.13% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 9,873 $731K 0.02% +1,056 13F-HR Timeline Group Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 9,865 $731K 0.53% +496 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 9,851 $730K 0.15% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 9,847 $729K 0.03% 0 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 9,795 $727K 0.16% -2,418 13F-HR Timeline WMS Group LLC More: the full row for WMS Group LLC 9,815 $727K 0.92% 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 9,804 $726K 0.04% +3,927 13F-HR Timeline Group MYECFO, LLC More: the full row for MYECFO, LLC 9,733 $721K 0.31% +665 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 9,719 $720K 0.23% +2,059 13F-HR Timeline RED CRANE WEALTH MANAGEMENT, LLC More: the full row for RED CRANE WEALTH MANAGEMENT, LLC 9,684 $717K 0.59% 0 13F-HR Timeline SIMS INVESTMENT MANAGEMENT, LLC More: the full row for SIMS INVESTMENT MANAGEMENT, LLC 9,649 $715K 0.25% -487 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 9,610 $710K 0.1% 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 9,577 $709K 0.52% 13F-HR Timeline Evelyn Partners Asset Management Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Asset Management Ltd 9,498 $704K 0.17% +27 13F-HR Timeline Group RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 8,488 $703K 0.23% -26 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 9,483 $702K 0.02% +6,544 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 9,481 $702K 0.52% +185 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 9,419 $698K 0.17% new 13F-HR Timeline J.M. Arbour, LLC More: the full row for J.M. Arbour, LLC 9,374 $694K 0.69% 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 9,363 $694K 0.16% -715 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 9,321 $692K 0.3% +1,643 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 9,343 $692K 0.12% -750 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 9,333 $691K 0.02% +79 13F-HR Timeline Flower City Capital More: the full row for Flower City Capital 9,310 $690K 0.35% new 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 9,293 $688K 0.05% +2,419 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 9,285 $688K 0.18% +222 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 9,280 $687K 0.07% +650 13F-HR Timeline Vines Capital Management, LLC More: the full row for Vines Capital Management, LLC 9,251 $685K 0.67% 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 9,243 $685K 0.09% new 13F-HR Timeline Wise Wealth Partners More: the full row for Wise Wealth Partners 9,215 $683K 0.98% +338 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 9,215 $683K 0.02% -63,064 13F-HR Timeline Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 9,209 $682K 0.63% 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 9,208 $682K <0.01% new 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 9,200 $681K <0.01% +1,873 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 9,197 $681K 0.38% +41 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 9,156 $678K 0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 9,084 $673K 0.02% -821 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 9,079 $672K 0.42% +335 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 9,026 $669K 0.33% +420 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 9,006 $667K 0.21% +160 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 9,001 $667K 0.16% +1,580 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 8,965 $664K 0.33% -13,470 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 8,944 $662K 0.13% +492 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 8,916 $660K 0.11% -1,917 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 8,898 $659K 0.18% -13,378 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 8,903 $658K 0.31% -2,160 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 8,874 $657K 0.13% -7,535 13F-HR Timeline Beacon Wealthcare LLC More: the full row for Beacon Wealthcare LLC 8,844 $655K 0.22% 0 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 8,823 $654K 0.01% new 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 8,817 $653K 0.05% -6,773 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 8,812 $653K 0.21% new 13F-HR Timeline GreatBanc Trust CO More: the full row for GreatBanc Trust CO 8,763 $649K 0.46% -400 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 8,739 $647K 0.42% +3,924 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 8,687 $643K 0.19% -2,226 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 8,646 $640K 0.01% -665 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 8,612 $638K 0.01% +102 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 8,544 $633K 0.04% +2,681 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 8,543 $633K 0.47% -1,750 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 8,535 $632K 0.14% -122 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 8,506 $630K 0.2% +711 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 8,505 $630K 0.34% +723 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 8,473 $628K 0.01% +1,775 13F-HR Timeline Group Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 8,464 $627K 0.65% -149 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 8,442 $625K 0.27% +611 13F-HR Timeline Weitzel Financial Services, Inc. More: the full row for Weitzel Financial Services, Inc. 8,350 $618K 0.24% +1,045 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 8,288 $614K +180 Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 8,284 $614K 0.2% +2,890 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 8,251 $611K 0.28% 0 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 8,231 $610K 0.47% -298 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 8,203 $608K 0.24% +332 13F-HR Timeline Grand Central Investment Group More: the full row for Grand Central Investment Group 8,134 $602K 0.44% 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 8,110 $601K 0.08% +2,828 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 8,108 $601K 0.08% -189 13F-HR Timeline Capital Asset Managemnet, LLC More: the full row for Capital Asset Managemnet, LLC 8,089 $599K 0.66% 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 8,084 $599K 0.21% +2,338 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 8,025 $594K <0.01% 0 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 7,955 $589K 0.15% 0 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 7,954 $589K 0.41% -35 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 7,878 $584K 0.02% -289 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 7,869 $583K 0.18% +575 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 7,840 $581K 0.3% +90 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 7,837 $580K 0.01% -10,277 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 7,729 $572K 0.21% 0 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 7,729 $572K 0.17% -2,986 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 7,712 $571K 0.06% +2,283 13F-HR Timeline