MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 6,516,929 $122M 0.01% +346,249 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 6,031,301 $113M 0.59% +205,298 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 4,403,485 $82.3M 0.03% +371,271 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,646,139 $68.2M 0.01% +342,917 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 3,398,644 $63.6M 0.02% -352,486 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,228,386 $60.4M 0.6% +178,916 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,979,683 $55.7M 0.78% +65,642 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,591,993 $48.5M 1.67% -6,250 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 2,536,166 $47.4M 0.01% +395,428 13F-HR Timeline Group MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 2,294,041 $42.9M 8.98% new 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 2,143,374 $40.1M 2.53% +57,966 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 2,012,754 $37.6M <0.01% +72,342 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,948,130 $36.4M 0.01% +177,472 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,822,235 $34.1M 0.01% +189,516 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,721,701 $32.2M 0.01% +9,254 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 1,671,357 $31.3M 0.22% +146,292 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,244,446 $23.3M 0.31% -60,912 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,243,788 $23.3M 0.02% +47,062 13F-HR Timeline Group RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 1,128,016 $21.1M 0.41% +113,294 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 1,126,366 $21.1M 2.26% +60,061 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,092,507 $20.4M 1.9% +142,632 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 1,075,510 $20.1M 3.12% -24,490 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,071,144 $20M 0.46% +84,700 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 947,264 $17.7M 0.03% +56,638 13F-HR/A Timeline Group Headland Capital, LLC More: the full row for Headland Capital, LLC 895,534 $16.7M 5.06% +31,151 13F-HR/A Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 894,864 $16.7M 0.04% -94,029 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 804,685 $15M 0.03% +51,316 13F-HR Timeline Group GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 688,453 $12.9M 4.14% +5,942 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 679,026 $12.7M 0.04% +72,794 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 679,021 $12.7M 1.73% +106,750 13F-HR Timeline Motley Fool Wealth Management, LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Wealth Management, LLC 639,859 $12M 0.72% -68,636 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 631,184 $11.8M 0.06% +141,567 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 606,794 $11.3M 0.02% +35,774 13F-HR Timeline Group DAVIS R M INC More: the full row for DAVIS R M INC 598,956 $11.2M 0.21% +91,513 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 573,769 $10.7M 0.04% +3,511 13F-HR Timeline Group SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 571,796 $10.6M 0.86% -8,026 13F-HR Timeline GPM Growth Investors, Inc. More: the full row for GPM Growth Investors, Inc. 542,430 $10.1M 4.03% +27,032 13F-HR Timeline First International Bank of Israel Ltd. in group First International Bank of I… More: the full row for First International Bank of Israel Ltd. 540,000 $10.1M 5.95% 13F-HR Timeline Group COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 535,638 $10M 0.44% +3,785 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 513,953 $9.61M 0.7% +18,372 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 513,924 $9.61M 3.54% +49,939 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 507,641 $9.49M 0.02% new 13F-HR/A Timeline Group CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 505,652 $9.46M 3.22% +29,256 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 490,584 $9.17M 1.98% +63,878 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 466,888 $8.73M 1.76% new 13F-HR Timeline Vishria Bird Financial Group, LLC More: the full row for Vishria Bird Financial Group, LLC 447,051 $8.36M 2.78% -4,386 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 417,304 $7.8M +47,294 Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 407,698 $7.62M 0.17% +10,040 13F-HR Timeline KIRR MARBACH & CO LLC /IN/ More: the full row for KIRR MARBACH & CO LLC /IN/ 382,662 $7.16M 1.41% +43,876 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 378,395 $7.08M 0.25% +2,540 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 376,773 $7.05M 0.1% +1,530 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 372,654 $6.97M 1.63% +17,944 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 352,780 $6.6M <0.01% +101,179 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 346,456 $6.48M 0.01% -12,159 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 341,689 $6.39M 0.83% +6,834 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 340,868 $6.37M 0.49% -21,845 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 333,255 $6.23M 0.04% +43,355 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 316,595 $5.92M 2.08% +23,134 13F-HR Timeline AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 314,822 $5.89M 1.49% -11,965 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 314,164 $5.87M 0.01% +37,731 13F-HR Timeline MORTON COMMUNITY BANK More: the full row for MORTON COMMUNITY BANK 284,365 $5.32M 1.32% -1,500 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 283,662 $5.3M <0.01% +81,222 13F-HR Timeline Group Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 280,049 $5.24M 3.56% +5,259 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 268,490 $5.02M <0.01% +179,107 13F-HR Timeline Group SFE Investment Counsel More: the full row for SFE Investment Counsel 265,220 $4.96M 0.87% +55,402 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 265,130 $4.96M 1.07% +24,616 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 261,888 $4.92M 0.2% +37,584 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 251,683 $4.71M 1.17% +15,680 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 236,260 $4.42M 0.09% +11,677 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 231,305 $4.33M 0.18% -276 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 231,157 $4.32M +32,194 Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 227,701 $4.26M 0.1% -61,017 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 216,348 $4.05M 0.56% +31,227 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 215,220 $4.02M 0.02% -52,219 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 213,244 $3.99M 0.31% +17,778 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 212,861 $3.98M 2.51% +1,359 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 211,584 $3.96M 2.86% -99 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 203,734 $3.81M 0.48% +10,613 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 202,475 $3.79M 1.91% +317 13F-HR Timeline Farnam Financial LLC More: the full row for Farnam Financial LLC 189,347 $3.54M 3.18% +44,869 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 187,893 $3.51M 1.52% -4,360 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 185,804 $3.47M 3.51% +4,014 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 185,446 $3.47M 0.28% +11,837 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 181,617 $3.4M 1.06% +4,271 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 177,772 $3.32M 0.08% +5,743 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 177,031 $3.31M 0.04% +5,845 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 175,986 $3.29M 0.01% +5,601 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 165,292 $3.09M 1.05% +32,262 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 154,078 $2.88M 0.2% -7,414 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 149,695 $2.8M 0.02% +6,570 13F-HR Timeline Group Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 149,170 $2.79M 1.17% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 144,224 $2.7M 0.01% +23,972 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 143,793 $2.69M 0.04% +1,753 13F-HR Timeline Group EVEXIA WEALTH LLC More: the full row for EVEXIA WEALTH LLC 143,785 $2.69M 0.85% +15,633 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 141,132 $2.64M 0.05% +6,871 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 138,810 $2.6M 0.01% +36,570 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 137,713 $2.58M 0.08% +37,373 13F-HR Timeline Legacy CG, LLC More: the full row for Legacy CG, LLC 136,870 $2.56M 0.76% -2,424 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 133,979 $2.51M 2.06% +4,489 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 132,407 $2.48M 0.75% -5,608 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 131,354 $2.43M 0.52% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 127,190 $2.38M <0.01% -334,495 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 122,770 $2.3M 0.37% +2,082 13F-HR Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 119,190 $2.23M 1.65% 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 117,050 $2.19M 0.15% +10,062 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 116,012 $2.17M 0.39% +5,745 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 114,966 $2.15M 0.01% -84 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 109,919 $2.06M 0.63% -33,956 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 108,267 $2.02M 0.37% -4,783 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 104,823 $1.96M 1.08% -4,918 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 89,116 $1.67M 0.02% +20,516 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 86,222 $1.61M 0.01% +53,548 13F-HR Timeline SEMITAM BONAM LLC More: the full row for SEMITAM BONAM LLC 84,803 $1.59M 1.49% 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 83,486 $1.56M 0.44% +970 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 82,021 $1.53M 0.42% +68,161 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 79,928 $1.49M 0.17% -4,652 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 78,589 $1.47M <0.01% -33,332 13F-HR Timeline Group ArborFi Advisors, LLC More: the full row for ArborFi Advisors, LLC 74,459 $1.39M 1.23% +1,397 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 73,014 $1.37M 0.04% +6,075 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 72,423 $1.35M 0.17% +9,743 13F-HR Timeline BUTENSKY & COHEN FINANCIAL SECURITY, INC More: the full row for BUTENSKY & COHEN FINANCIAL SECURITY, INC 69,773 $1.3M 0.39% +2,314 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 66,560 $1.24M 0.03% +4,789 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 66,230 $1.24M <0.01% +31,582 13F-HR Timeline Group Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 65,601 $1.23M 0.58% +7,937 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 63,814 $1.19M 0.31% +3,616 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 63,610 $1.19M 0.13% +71 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 63,447 $1.19M 0.14% +15,809 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 62,635 $1.17M 0.34% +1,822 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 61,883 $1.16M 0.18% +2,000 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 61,842 $1.16M 1.03% +504 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 59,620 $1.11M 1.2% +150 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 57,260 $1.07M 0.15% +949 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 57,000 $1.07M <0.01% -6,568 13F-HR Timeline Group FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 55,425 $1.04M 0.16% +34,436 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 54,346 $1.02M 0.01% +8,788 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 53,301 $997K 0.08% -436 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 52,850 $988K 0.06% -270 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 51,160 $957K 0.51% -1,213 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 51,013 $954K 0.19% +4,765 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 47,464 $888K <0.01% +3,282 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 46,763 $874K 0.16% -785 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 46,305 $866K 0.35% +2,963 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 46,239 $865K 0.3% -8,375 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 46,029 $861K 0.03% +1,121 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 46,038 $858K 0.02% -676 13F-HR Timeline Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 44,830 $838K 0.13% -172 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 42,947 $803K 0.12% +672 13F-HR/A Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 42,754 $800K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 42,292 $791K 0.02% +608 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 41,207 $771K 0.34% +593 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 40,198 $752K 0.23% new 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 40,186 $752K 0.01% +139 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 39,660 $742K <0.01% -10,238 13F-HR Timeline 4Thought Financial Group Inc. 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More: the full row for Coordinated Financial Services, Inc. 31,279 $585K 0.41% 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 29,295 $548K 0.25% +11,873 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 28,878 $540K 0.25% -1,636 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 28,234 $527K 0.08% new 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 28,100 $525K 0.29% +2,171 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 28,086 $525K 0.19% +6,165 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 27,992 $523K 0.21% +4,115 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 27,500 $514K 0.14% 0 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 27,449 $513K 0.13% +3,540 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 25,349 $474K 0.03% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 24,364 $456K <0.01% +1,425 13F-HR Timeline Group SUMMIT INVESTMENT ADVISORS, INC. 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