KRM WEALTH MANAGEMENT L.L.C. More: the full row for KRM WEALTH MANAGEMENT L.L.C. 16,914 $657K 0.34% -1,208 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 16,834 $654K 0.44% +93 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 16,680 $648K 0.27% 0 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 16,464 $644K 0.05% 0 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 16,470 $640K 0.38% -905 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 16,403 $637K 0.47% -2,921 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 16,378 $636K 0.01% -8,990 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 16,216 $630K 0.03% 0 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 16,194 $629K 0.02% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 16,171 $628K 0.33% -776 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 16,169 $628K 0.45% 0 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 16,166 $628K <0.01% -526 13F-HR Timeline Group Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 16,084 $625K 0.1% +881 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 15,979 $621K 0.05% +22 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 15,945 $620K 0.05% 0 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 15,921 $619K 0.05% +39 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 15,793 $614K 0.53% -322 13F-HR Timeline THREADGILL FINANCIAL, LLC More: the full row for THREADGILL FINANCIAL, LLC 15,705 $610K 0.18% 0 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 15,697 $610K 0.37% -571 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 15,316 $595K 0.31% +38 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 15,198 $591K 0.1% +99 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 15,121 $588K 0.02% +7,553 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 15,089 $586K 0.04% 0 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 14,813 $576K 0.16% new 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 14,763 $574K 0.19% -1,912 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 14,628 $568K 0.48% +1 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 14,993 $567K 0.04% +5 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 14,557 $566K 0.12% +29 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 14,551 $565K 0.08% -47 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 14,526 $564K 0.06% +3,774 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 14,471 $562K 0.26% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 14,457 $562K 0.01% +989 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 14,345 $557K 0.01% +1 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 14,329 $557K 0.02% -729 13F-HR Timeline Group EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 14,265 $554K 0.15% +1,163 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 14,236 $553K 0.01% -495 13F-HR/A Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 14,223 $553K 0.08% new 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 14,122 $549K 0.03% +33 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 14,108 $548K <0.01% 0 13F-HR Timeline Group GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 14,082 $547K 0.06% 0 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 14,075 $547K 0.27% -490 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 14,057 $546K <0.01% +5 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 14,050 $546K 0.17% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 13,921 $541K 0.01% -687 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 13,043 $540K 0.03% -600 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 13,820 $537K 0.06% +3,951 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 13,734 $534K 0.02% -7,392 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 13,687 $532K 0.06% +286 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 13,600 $529K 0.13% +3,346 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 13,600 $528K 0.02% -1,761 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 13,496 $524K <0.01% new 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 13,463 $523K 0.03% new 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 13,409 $521K 0.04% -601 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 13,407 $521K 0.24% 0 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 13,390 $520K 0.01% new 13F-HR Timeline Group Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 13,326 $518K 0.06% 0 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 13,275 $516K 0.01% new 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 13,111 $513K 0.01% -357 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 13,196 $513K 0.08% 0 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 13,133 $510K 0.92% -393 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 12,950 $503K 0.01% +2,439 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 12,828 $498K 0.07% -591 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 12,824 $498K 0.07% -513 13F-HR Timeline Highland Financial Advisors, LLC More: the full row for Highland Financial Advisors, LLC 12,807 $498K 0.13% -1,263 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 12,793 $497K 0.28% new 13F-HR Timeline Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 12,704 $494K 0.27% +2,556 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 12,697 $493K 0.11% 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 $493K <0.01% -11,405 13F-HR Timeline Group Platt Wealth Management LLC More: the full row for Platt Wealth Management LLC 12,665 $492K 0.48% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 12,656 $492K 0.02% +79 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 12,532 $487K 0.18% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 12,500 $486K 0.01% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 12,411 $482K 0.39% 0 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 12,408 $482K 0.12% new 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 12,410 $482K 0.28% 0 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 12,401 $482K <0.01% new 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 12,390 $481K 0.01% +809 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 12,204 $474K 0.06% -29 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 12,095 $470K 0.31% -4,259 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 12,043 $468K 0.12% +30 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 12,009 $467K 0.15% +2 13F-HR/A Timeline VISTA FINANCE, LLC More: the full row for VISTA FINANCE, LLC 11,992 $466K 0.37% 0 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 11,987 $466K <0.01% -5,543 13F-HR/A Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 11,870 $461K <0.01% new 13F-HR Timeline Group Burk Holdings LLC More: the full row for Burk Holdings LLC 11,586 $450K 0.19% +279 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 11,518 $448K 0.28% -5,792 13F-HR Timeline Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 11,433 $444K 0.04% -197 13F-HR Timeline Gaddis Premier Wealth Advisors LLC More: the full row for Gaddis Premier Wealth Advisors LLC 11,430 $444K 0.33% +29 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 11,407 $443K 0.07% +11,307 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 11,325 $440K 0.05% -150 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 11,294 $439K 0.14% 0 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 11,286 $439K 0.04% +28 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 11,233 $437K 0.09% 0 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 11,201 $435K 0.43% +8,922 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 10,255 $433K 0.01% 0 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 11,077 $430K 0.07% new 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 11,012 $428K 0.11% 0 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 11,000 $427K 0.29% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 10,951 $426K 0.01% -3,127 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 10,907 $424K 0.04% 0 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 10,065 $422K 0.03% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 10,825 $421K 0.05% new 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 10,822 $421K 0.11% -1,158 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 10,778 $419K 0.06% 0 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 10,747 $418K 0.19% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 10,674 $415K 0.35% +27 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 10,670 $415K 0.24% +597 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 10,667 $415K 0.07% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 10,600 $412K 0.02% 0 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 10,518 $409K 0.29% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 10,513 $409K 0.17% new 13F-HR Timeline McLaughlin Asset Management, Inc. More: the full row for McLaughlin Asset Management, Inc. 10,454 $406K 0.39% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 10,303 $406K 0.01% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 10,422 $405K 0.05% +15 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 10,202 $399K 0.07% -8 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 10,256 $399K 0.05% -2,430 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 10,250 $398K 0.03% -26,013 13F-HR Timeline Sanchez Levi Garrett More: the full row for Sanchez Levi Garrett 10,191 $396K 0.25% 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 10,182 $396K 0.01% 0 13F-HR Timeline Bedminster, LLC More: the full row for Bedminster, LLC 10,125 $393K 0.37% -604 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 10,114 $393K 0.16% +224 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 10,111 $393K 0.04% new 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 10,085 $391K 0.07% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 9,977 $388K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ballast Financial Advisors LLC More: the full row for Ballast Financial Advisors LLC 9,735 $378K 0.39% +1 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 9,734 $378K 0.02% +25 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 9,730 $378K 0.47% -22 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 9,705 $377K 0.4% +25 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 9,692 $377K 0.05% -214 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 9,646 $375K 0.13% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 9,630 $374K 0.16% 0 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 9,566 $372K 0.15% 0 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 9,503 $369K 0.16% +24 13F-HR Timeline ATLas Financial Planning LLC More: the full row for ATLas Financial Planning LLC 9,490 $369K 0.33% +20 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 9,455 $367K 0.02% 0 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 9,442 $367K 0.05% -53 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 9,410 $366K 0.06% 0 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 9,409 $366K 0.04% new 13F-HR Timeline BANYAN CAPITAL MANAGEMENT, INC. More: the full row for BANYAN CAPITAL MANAGEMENT, INC. 9,396 $365K 0.16% -734 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 9,303 $362K 0.02% 0 13F-HR Timeline Group Berman McAleer LLC More: the full row for Berman McAleer LLC 9,260 $360K 0.05% 0 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 9,240 $359K 0.03% 0 13F-HR Timeline Ridgeline Wealth Planning, LLC More: the full row for Ridgeline Wealth Planning, LLC 9,232 $359K 0.26% 0 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 8,089 $357K 0.04% new 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 9,173 $356K 0.02% 0 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 9,161 $356K 0.06% +24 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 8,990 $349K 0.12% 0 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 8,987 $349K 0.06% 0 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 8,966 $348K 0.03% +2 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 8,908 $346K <0.01% -181 13F-HR Timeline Group ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 8,832 $343K 0.04% 0 13F-HR Timeline GTS FINANCIAL, LLC More: the full row for GTS FINANCIAL, LLC 10,386 $343K 0.27% 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 8,738 $340K 0.13% +22 13F-HR Timeline DIXON FNANCIAL SERVICES, INC. More: the full row for DIXON FNANCIAL SERVICES, INC. 8,726 $339K 0.15% 0 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 8,639 $336K 0.01% 0 13F-HR Timeline Group TABLEAUX LLC More: the full row for TABLEAUX LLC 8,636 $336K 0.16% +897 13F-HR Timeline Mokosak Advisory Group, LLC More: the full row for Mokosak Advisory Group, LLC 8,622 $335K 0.08% +22 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 8,607 $334K 0.2% -600 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 8,574 $333K 0.02% -9,719 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 8,563 $333K 0.04% +3 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 8,569 $332K 0.08% 0 13F-HR Timeline SimpliFi, Inc. More: the full row for SimpliFi, Inc. 8,516 $331K 0.14% 0 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 8,469 $329K 0.02% 0 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 8,437 $328K 0.01% 0 13F-HR Timeline Diesslin Group, Inc. More: the full row for Diesslin Group, Inc. 8,410 $327K 0.15% 0 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 8,344 $324K 0.09% -20,726 13F-HR Timeline Group Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 8,296 $322K 0.21% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 8,288 $322K 0.02% 0 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 8,490 $321K 0.02% 0 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 7,230 $321K 0.19% +4,630 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 8,228 $320K 0.06% +21 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 8,226 $320K 0.03% +39 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 8,210 $319K 0.03% 0 13F-HR Timeline Group First National Advisers, LLC in group FIRST NATIONAL BANK OF OMAHA More: the full row for First National Advisers, LLC 8,158 $317K 0.05% 0 13F-HR Timeline Group FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 7,700 $313K 0.05% 0 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 8,043 $313K 0.02% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 8,031 $312K 0.02% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 8,017 $312K 0.01% -237 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 7,310 $309K 0.04% 0 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 7,936 $308K 0.07% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 7,876 $306K <0.01% new 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 7,857 $305K <0.01% 0 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 7,855 $305K 0.07% +203 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 7,840 $305K 0.02% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 7,810 $303K 0.02% 0 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 7,766 $302K 0.06% 0 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 7,674 $298K 0.07% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 7,493 $294K 0.03% 0 13F-HR Timeline STANSBERRY ASSET MANAGEMENT, LLC More: the full row for STANSBERRY ASSET MANAGEMENT, LLC 7,546 $293K 0.03% 0 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 7,544 $293K <0.01% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 6,803 $293K 0.01% 0 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 7,539 $293K 0.01% +1,815 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 7,522 $292K 0.08% +19 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 7,471 $290K 0.17% +10 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 7,455 $290K 0.03% -1,002 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 7,299 $284K <0.01% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 7,293 $283K 0.01% +2 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 7,267 $282K 0.15% 0 13F-HR Timeline McBroom & Associates, LLC More: the full row for McBroom & Associates, LLC 7,250 $282K 0.16% -650 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 7,239 $281K <0.01% 0 13F-HR Timeline