NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 16,201 $719K 0.01% +1,744 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 16,194 $718K 0.02% 0 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 16,179 $718K 0.38% 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 16,169 $717K 0.48% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 16,124 $715K 0.03% -92 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 16,088 $714K 0.38% -382 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 16,084 $713K 0.11% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 16,072 $713K 0.33% -99 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 16,063 $713K 0.08% +12,815 13F-HR/A Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 16,018 $711K 0.05% +39 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 15,961 $708K 0.05% +40 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 15,945 $707K 0.06% 0 13F-HR Timeline THREADGILL FINANCIAL, LLC More: the full row for THREADGILL FINANCIAL, LLC 15,705 $697K 0.29% 0 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 15,686 $696K 0.07% +1,866 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 15,600 $692K 0.04% -1,439 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 15,538 $689K 0.5% -255 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 15,459 $686K 0.06% +4,634 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 15,354 $681K 0.29% +38 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 15,424 $681K 0.04% +431 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 15,266 $677K 0.01% -12,844 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 15,199 $674K 0.09% +1 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 15,020 $666K 0.41% -1,383 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 14,935 $663K 0.01% -2,405 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 14,878 $660K 0.04% -211 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 14,820 $657K 0.01% +584 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 14,801 $657K 0.17% -12 13F-HR Timeline Global Trust Wealth Management LLC More: the full row for Global Trust Wealth Management LLC 14,787 $656K 0.45% -4,875 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 14,650 $650K 0.32% -2,450 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 14,640 $649K 0.09% +5,653 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 14,629 $649K 0.49% +1 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 14,551 $645K 0.01% new 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 14,526 $644K 0.06% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 14,519 $644K <0.01% +462 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 14,471 $642K 0.26% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 14,462 $642K 0.12% -2,954 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 14,413 $639K 0.13% -144 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 14,409 $639K 0.15% +144 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 14,223 $631K 0.04% 0 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 14,177 $629K 0.02% +443 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 14,155 $628K 0.04% +33 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 14,082 $625K 0.06% 0 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 14,050 $623K 0.17% 0 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 14,002 $621K 0.08% +2,595 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 13,996 $621K 0.01% -12,963 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 13,945 $619K 0.26% -130 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 13,938 $618K 0.1% -53,396 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 13,936 $618K 0.01% +15 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 13,874 $615K 0.06% +187 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 13,873 $615K <0.01% -235 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 13,802 $612K 0.01% -543 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 13,739 $609K 0.03% +11,151 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 13,628 $605K 0.14% +28 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 13,600 $603K 0.02% 0 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 13,570 $602K 0.33% -2,127 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 13,541 $601K 0.05% new 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 13,463 $597K 0.03% 0 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 13,407 $595K 0.23% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 13,389 $594K 0.01% +278 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 13,372 $593K 0.12% +964 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 13,269 $589K 0.12% new 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 13,259 $588K 0.01% -16 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 13,196 $585K 0.09% 0 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 13,133 $583K 0.89% 0 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 12,985 $576K 0.04% -424 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 12,985 $576K <0.01% -3,181 13F-HR Timeline Group SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 12,962 $575K 0.05% -4,133 13F-HR Timeline Highland Financial Advisors, LLC More: the full row for Highland Financial Advisors, LLC 12,807 $568K 0.12% 0 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 12,804 $568K 0.08% -24 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 12,793 $567K 0.29% 0 13F-HR Timeline Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 12,715 $564K 0.27% +11 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 12,697 $563K 0.1% 0 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 12,697 $563K <0.01% 0 13F-HR Timeline Group Platt Wealth Management LLC More: the full row for Platt Wealth Management LLC 12,665 $561K 0.45% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 12,550 $558K 0.08% -776 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 12,500 $554K 0.01% 0 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 12,360 $548K 0.09% +2,275 13F-HR Timeline Cogent Private Wealth, Inc. More: the full row for Cogent Private Wealth, Inc. 12,248 $543K 0.34% -19,846 13F-HR Timeline Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 12,174 $540K 0.05% new 13F-HR Timeline Group Harbor Group, Inc. More: the full row for Harbor Group, Inc. 12,145 $539K 0.06% -679 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 12,072 $536K 0.09% +29 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 12,010 $533K 0.15% +1 13F-HR Timeline VISTA FINANCE, LLC More: the full row for VISTA FINANCE, LLC 11,992 $532K 0.3% 0 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. 11,818 $524K <0.01% new 13F-HR Timeline Group HFG Wealth Management, LLC More: the full row for HFG Wealth Management, LLC 11,808 $524K 0.53% -51,675 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 11,812 $523K 0.27% -598 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 11,599 $515K 0.19% +13 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 11,544 $512K 0.15% new 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 11,518 $511K 0.27% 0 13F-HR Timeline Gaddis Premier Wealth Advisors LLC More: the full row for Gaddis Premier Wealth Advisors LLC 11,458 $508K 0.31% +28 13F-HR Timeline Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 11,433 $507K 0.04% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 11,409 $506K 0.01% -6,039 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 11,314 $502K 0.04% +28 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 11,294 $501K 0.14% 0 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 11,268 $500K 0.06% new 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 11,233 $498K 0.09% 0 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 11,188 $496K 0.38% -13 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 11,070 $491K 0.23% -1,025 13F-HR/A Timeline Monument Capital Management More: the full row for Monument Capital Management 11,012 $488K 0.1% 0 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 11,000 $488K 0.31% 0 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 10,995 $488K 0.05% -330 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 10,971 $487K 0.01% +20 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 10,920 $484K 0.24% +250 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 10,889 $483K 0.18% +376 13F-HR Timeline GTS FINANCIAL, LLC More: the full row for GTS FINANCIAL, LLC 13,417 $481K 0.35% +3,031 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 10,839 $481K 0.11% +17 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 10,778 $478K 0.06% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 10,674 $474K 0.37% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 10,600 $470K 0.02% 0 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 10,518 $467K 0.23% 0 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 10,511 $466K 0.01% -2,439 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 10,509 $466K 0.01% +532 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 10,474 $465K 0.07% -193 13F-HR Timeline McLaughlin Asset Management, Inc. More: the full row for McLaughlin Asset Management, Inc. 10,454 $464K 0.36% 0 13F-HR/A Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 10,453 $464K 0.04% -454 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 10,432 $463K 0.15% -2,100 13F-HR Timeline ATLas Financial Planning LLC More: the full row for ATLas Financial Planning LLC 10,376 $460K 0.37% +886 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 10,367 $460K 0.01% -10,212 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 10,303 $456K 0.01% 0 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 10,257 $455K 0.07% +3,386 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 10,255 $455K 0.01% 0 13F-HR Timeline Sanchez Levi Garrett More: the full row for Sanchez Levi Garrett 10,191 $452K 0.25% 0 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 10,182 $452K 0.01% 0 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 10,192 $451K 0.08% -10 13F-HR Timeline Bedminster, LLC More: the full row for Bedminster, LLC 10,125 $449K 0.38% 0 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 10,114 $449K 0.16% 0 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 10,111 $449K 0.04% 0 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 10,065 $446K 0.03% 0 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 9,832 $436K 0.05% new 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 9,757 $433K 0.02% +23 13F-HR Timeline Ballast Financial Advisors LLC More: the full row for Ballast Financial Advisors LLC 9,735 $432K 0.39% 0 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 9,730 $432K 0.47% 0 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 9,729 $432K 0.41% +24 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 9,661 $429K 0.11% -98,943 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 9,646 $428K 0.13% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 9,630 $427K 0.17% 0 13F-HR Timeline Stonebridge Financial Group, LLC/CA More: the full row for Stonebridge Financial Group, LLC/CA 9,615 $426K 0.06% 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 9,566 $424K 0.14% 0 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 9,527 $423K 0.17% +24 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 9,505 $422K 0.02% new 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 9,455 $419K 0.02% 0 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 9,442 $419K 0.05% 0 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 9,409 $417K 0.04% 0 13F-HR Timeline BANYAN CAPITAL MANAGEMENT, INC. More: the full row for BANYAN CAPITAL MANAGEMENT, INC. 9,400 $417K 0.18% +4 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 9,344 $414K 0.05% -348 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 9,303 $413K 0.02% 0 13F-HR Timeline Group Berman McAleer LLC More: the full row for Berman McAleer LLC 9,260 $411K 0.05% 0 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 9,240 $410K 0.03% 0 13F-HR Timeline Ridgeline Wealth Planning, LLC More: the full row for Ridgeline Wealth Planning, LLC 9,232 $410K 0.26% 0 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 9,173 $407K 0.02% 0 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 9,162 $406K 0.19% +555 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 8,990 $399K 0.12% 0 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 8,908 $395K <0.01% 0 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 8,888 $394K 0.01% +2,971 13F-HR Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 8,848 $392K <0.01% +209 13F-HR Timeline Group ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 8,832 $392K 0.04% 0 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 8,759 $389K 0.24% +21 13F-HR Timeline DIXON FNANCIAL SERVICES, INC. More: the full row for DIXON FNANCIAL SERVICES, INC. 8,726 $387K 0.16% 0 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 8,715 $387K 0.01% -6,406 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 8,645 $383K 0.16% -2,102 13F-HR Timeline Mokosak Advisory Group, LLC More: the full row for Mokosak Advisory Group, LLC 8,643 $383K 0.08% +21 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 8,641 $383K 0.16% +5 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 8,565 $380K 0.04% +2 13F-HR/A Timeline SimpliFi, Inc. More: the full row for SimpliFi, Inc. 8,516 $378K 0.15% 0 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 8,490 $377K 0.02% 0 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 8,469 $376K 0.02% 0 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 8,437 $374K 0.01% 0 13F-HR Timeline Diesslin Group, Inc. More: the full row for Diesslin Group, Inc. 8,410 $373K 0.14% 0 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 8,296 $368K 0.2% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 8,288 $368K 0.02% 0 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 8,270 $367K 0.03% +60 13F-HR Timeline Group Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 8,247 $366K 0.03% +21 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 8,240 $366K <0.01% -3,630 13F-HR Timeline Group RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 9,410 $366K 0.06% 0 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 8,228 $365K 0.06% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 8,222 $365K 0.01% new 13F-HR Timeline First National Advisers, LLC in group FIRST NATIONAL BANK OF OMAHA More: the full row for First National Advisers, LLC 8,158 $362K 0.05% 0 13F-HR Timeline Group GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 8,043 $357K 0.02% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 8,031 $356K 0.02% 0 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 8,014 $356K 0.05% new 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 8,005 $355K <0.01% new 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 8,004 $355K 0.08% -565 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 7,966 $353K 0.01% -51 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 7,936 $352K 0.08% 0 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 7,891 $350K 0.04% -2,365 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 7,857 $349K <0.01% 0 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 7,840 $348K 0.02% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 7,810 $346K 0.02% 0 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 7,776 $343K 0.04% -313 13F-HR Timeline Timonier Family Office, LTD. More: the full row for Timonier Family Office, LTD. 7,679 $341K 0.1% 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 7,674 $340K 0.06% 0 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 7,700 $340K 0.05% 0 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 7,595 $337K 0.11% +1,319 13F-HR/A Timeline STANSBERRY ASSET MANAGEMENT, LLC More: the full row for STANSBERRY ASSET MANAGEMENT, LLC 7,546 $335K 0.03% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 7,493 $332K 0.03% 0 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 7,467 $331K 0.01% -72 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 7,414 $329K 0.07% -441 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 7,400 $328K 0.17% new 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 7,394 $328K 0.17% -77 13F-HR Timeline Guardian Wealth Management, LLC More: the full row for Guardian Wealth Management, LLC 7,347 $326K 0.09% +544 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 7,294 $324K 0.06% +1,441 13F-HR Timeline