Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 6,028 $448K 0.03% +1,236 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 6,015 $447K 0.04% -350 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 5,995 $445K 0.19% 0 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 5,990 $445K 0.07% new 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 5,973 $444K 0.2% -52 13F-HR Timeline Stegner Investment Associates Inc. More: the full row for Stegner Investment Associates Inc. 5,964 $444K 0.24% +170 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 5,951 $443K 0.3% 0 13F-HR Timeline NorthLanding Financial Partners, LLC More: the full row for NorthLanding Financial Partners, LLC 5,945 $442K 0.37% +49 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 5,923 $440K 0.03% +1,295 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 5,916 $440K 0.03% -725 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 5,906 $439K 0.01% new 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 5,877 $437K 0.02% -4,062 13F-HR Timeline Group True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 5,863 $436K 0.03% +2,621 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 5,854 $435K 0.11% -110 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 5,851 $435K 0.28% -123 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 5,844 $435K 0.28% -5,453 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 5,796 $431K 0.37% 0 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 5,793 $431K 0.02% +1,867 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 5,779 $430K 0.05% +1,218 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 5,771 $429K 0.05% -372 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 5,754 $428K 0.04% 0 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 5,750 $428K 0.01% +88 13F-HR Timeline Group FWG Investments, LLC. More: the full row for FWG Investments, LLC. 5,746 $427K 0.29% new 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 5,746 $427K 0.17% +355 13F-HR Timeline Papamarkou Wellner Asset Management inc. 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More: the full row for Jackson, Grant Investment Advisers, Inc. 5,394 $401K 0.13% +52 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 5,345 $398K <0.01% new 13F-HR/A Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 5,285 $393K 0.06% +1,112 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 5,282 $393K 0.06% -5,853 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 5,275 $392K 0.13% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 5,267 $392K <0.01% +5,133 13F-HR Timeline Group Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 5,259 $391K 0.1% +275 13F-HR/A Timeline MORRIS FINANCIAL CONCEPTS, INC. 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More: the full row for Whitcomb & Hess, Inc. 4,317 $321K 0.08% +138 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 4,305 $320K 0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 4,304 $320K 0.02% +41 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 4,293 $319K 0.14% new 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 4,288 $319K 0.07% 0 13F-HR Timeline Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 4,286 $319K 0.13% -1,191 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 4,277 $318K 0.03% new 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 4,248 $316K 0.12% 0 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 4,239 $315K 0.05% -1,114 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 4,229 $315K 0.13% -100 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 4,222 $314K 0.05% -152 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 4,213 $313K 0.07% +218 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 4,182 $311K 0.02% +55 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 4,159 $309K 0.12% +48 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 4,148 $309K 0.05% +245 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 4,130 $307K 0.05% -270 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 4,115 $306K 0.1% +1,976 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 4,103 $305K 0.04% new 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 4,100 $305K 0.15% -650 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 4,079 $303K 0.08% +316 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 4,064 $302K 0.03% +6 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 4,046 $301K 0.26% 0 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 4,037 $300K 0.1% 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 4,032 $300K 0.2% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 4,016 $299K 0.01% +910 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 4,005 $298K 0.17% -150 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 885 $296K 0.05% +866 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 3,969 $295K 0.03% +16 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 3,968 $295K 0.01% -409 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 3,968 $295K 0.2% -72 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 3,961 $295K 0.07% -545 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 3,956 $294K 0.01% -1,074 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 3,954 $294K 0.23% 0 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 3,945 $293K 0.05% +34 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 3,914 $291K 0.02% new 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 3,911 $291K 0.01% -278 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 3,888 $289K 0.02% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 3,882 $289K 0.03% -157 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 3,873 $288K 0.08% -16 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 3,865 $287K 0.07% new 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 3,857 $287K 0.08% 0 13F-HR Timeline Lanham O'Dell & Company, Inc. More: the full row for Lanham O'Dell & Company, Inc. 3,846 $286K 0.09% +2 13F-HR Timeline ABSHER WEALTH MANAGEMENT, LLC More: the full row for ABSHER WEALTH MANAGEMENT, LLC 3,835 $285K 0.03% new 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 3,861 $284K 0.09% 0 13F-HR Timeline Valley Financial Group, Inc. More: the full row for Valley Financial Group, Inc. 3,769 $280K 0.16% +352 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 3,748 $279K 0.02% +8 13F-HR Timeline Group Woodward Financial Advisors, Inc. More: the full row for Woodward Financial Advisors, Inc. 3,747 $279K 0.11% -451 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 3,737 $278K 0.16% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,714 $276K 0.02% +1,234 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 3,708 $276K 0.01% new 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 3,701 $275K 0.02% new 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 3,691 $274K 0.05% -8,515 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 3,673 $273K 0.08% new 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 3,663 $272K 0.04% -226 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 3,663 $272K 0.02% +86 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 3,648 $272K 0.09% +36 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 3,654 $271K 0.07% -3,070 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 3,632 $270K <0.01% 0 13F-HR Timeline Group Manske Wealth Management More: the full row for Manske Wealth Management 3,630 $270K 0.08% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 3,628 $270K 0.02% +461 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 3,580 $269K 0.09% 0 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 3,609 $268K 0.07% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 3,596 $267K 0.01% -8,814 13F-HR Timeline Group Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 3,594 $267K 0.12% 0 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 3,590 $267K 0.05% +590 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 3,581 $266K 0.02% -837 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 3,573 $266K 0.16% -297 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 3,565 $265K 0.05% 0 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 3,542 $263K 0.18% 0 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 3,537 $263K <0.01% -292 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 3,543 $263K 0.11% new 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 3,530 $263K 0.04% 0 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 3,510 $261K 0.02% +10 13F-HR/A Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 3,506 $261K 0.01% -76 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 3,506 $261K 0.02% +761 13F-HR Timeline Group Curi Capital, LLC More: the full row for Curi Capital, LLC 3,503 $261K <0.01% -107 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 3,500 $260K 0.13% -500 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 3,491 $260K 0.1% -1,400 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 3,466 $258K 0.02% new 13F-HR Timeline WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 3,449 $257K 0.18% -9 13F-HR Timeline Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 3,448 $256K 0.11% 0 13F-HR Timeline BANK OZK More: the full row for BANK OZK 3,445 $256K 0.09% 0 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 3,435 $255K 0.1% -5,613 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 3,435 $255K 0.1% -788 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 3,435 $255K 0.11% -638 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 3,434 $255K 0.03% +388 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 3,430 $255K 0.07% new 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 3,394 $252K 0.06% -299 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 3,383 $252K 0.32% -142 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 3,378 $251K 0.15% 0 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 3,366 $250K 0.13% 0 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 3,357 $250K 0.04% +500 13F-HR Timeline