VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 33,504 $1.22M 0.71% +114 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 33,220 $1.21M 1.17% -4,718 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 32,964 $1.2M 0.02% +19,843 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 32,543 $1.18M 0.02% +1,953 13F-HR Timeline Ballentine Capital Advisors, Inc More: the full row for Ballentine Capital Advisors, Inc 32,379 $1.18M 0.52% -2,747 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 31,939 $1.16M 0.19% +8,261 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 31,798 $1.16M 0.76% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 31,183 $1.13M 0.03% +19,980 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 31,057 $1.13M 0.5% -2,200 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 31,027 $1.13M 0.87% 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 30,970 $1.13M 0.22% -8,085 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 30,911 $1.12M 0.89% +4,264 13F-HR Timeline SCRATCH CAPITAL LLC More: the full row for SCRATCH CAPITAL LLC 30,819 $1.12M 0.74% +235 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 30,713 $1.12M <0.01% +17,919 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 30,688 $1.12M 0.49% -1,322 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 30,373 $1.1M 0.63% +554 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 30,071 $1.09M 0.69% -271 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 29,731 $1.08M 0.09% +4,091 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 29,488 $1.07M 0.09% 0 13F-HR Timeline XY Planning Network, Inc. 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More: the full row for Graves Light Lenhart Wealth, Inc. 27,223 $990K 0.11% -1,210 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 27,230 $989K 0.06% -3,350 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 27,171 $988K 0.34% +591 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 26,345 $958K 0.19% +358 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 26,114 $949K 0.06% +3,578 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 25,884 $941K 0.02% +425 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 25,851 $940K 0.32% +4 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 25,805 $938K 0.26% +3,749 13F-HR Timeline JDH Wealth Management, LLC More: the full row for JDH Wealth Management, LLC 25,368 $922K 0.65% 0 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 25,312 $920K 0.21% +165 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 25,262 $918K 0.21% +11,300 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 25,127 $913K 0.36% +194 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 24,675 $897K 0.16% 0 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 24,011 $873K 0.26% -1,046 13F-HR Timeline LANDMARK WEALTH MANAGEMENT, INC. More: the full row for LANDMARK WEALTH MANAGEMENT, INC. 23,749 $863K 0.34% -335 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 23,432 $852K 0.24% +3,577 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 23,285 $846K 0.03% 0 13F-HR Timeline Group WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 22,116 $804K 0.27% -501 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 22,025 $801K 0.25% -1,153 13F-HR Timeline Porter White Investment Advisors, Inc. More: the full row for Porter White Investment Advisors, Inc. 21,637 $787K 0.34% -372 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 21,561 $784K 0.02% 0 13F-HR Timeline Darrow Company, Inc. More: the full row for Darrow Company, Inc. 21,406 $783K 0.36% 0 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 20,874 $759K 0.18% +50 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 21,124 $754K 0.09% 0 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 20,390 $741K 0.17% new 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 20,250 $736K 0.24% +16 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 20,182 $734K 0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 20,006 $727K 0.02% +907 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 19,911 $724K 0.07% +78 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 19,794 $720K 0.05% +3 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 19,759 $718K 0.39% -939 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 19,333 $703K 0.26% +2,928 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 18,901 $687K 0.12% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 18,797 $683K 0.01% +6,686 13F-HR Timeline Eastover Investment Advisors LLC More: the full row for Eastover Investment Advisors LLC 18,777 $683K 0.3% +7,693 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 18,346 $667K 0.05% +2,170 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 18,152 $660K 0.63% 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 18,107 $658K 0.06% +4,277 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 17,875 $650K <0.01% +8,201 13F-HR Timeline JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 17,854 $649K 0.13% 0 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 17,606 $640K 0.28% -277 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 17,547 $638K 0.25% -103,874 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 17,547 $638K 0.25% 0 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 17,355 $631K 0.06% 0 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 17,038 $619K 0.22% -41 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 16,860 $613K 0.4% -5,343 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 16,568 $602K 0.24% +8,284 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 16,554 $602K 0.27% -47 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 16,520 $600K 0.11% -2,012 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 16,390 $596K 0.41% 0 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 16,270 $591K 0.28% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 16,071 $584K 0.15% 0 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 15,771 $573K 0.15% -112 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 15,643 $569K 0.11% +230 13F-HR Timeline Tassel Capital Management, Inc. More: the full row for Tassel Capital Management, Inc. 15,634 $568K 0.36% -555 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 15,594 $567K <0.01% +6,170 13F-HR Timeline Group Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 15,153 $551K 0.09% +2,097 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 15,102 $549K 0.34% -2,195 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 14,947 $543K 0.12% -420 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 14,128 $514K 0.04% +90 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 14,066 $511K 0.06% -15,893 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 13,992 $509K 0.01% +615 13F-HR Timeline Group CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 13,960 $507K -1,252 Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 13,926 $506K 0.14% -29 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 13,682 $497K 0.18% +54 13F-HR/A Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 13,568 $493K 0.12% -1,412 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 13,561 $492K 0.19% +13,175 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 13,510 $491K 0.18% +25 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 13,125 $484K 0.09% +3,138 13F-HR Timeline Benson Investment Management Company, I… More: the full row for Benson Investment Management Company, Inc. 13,180 $479K 0.16% +16 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 13,163 $478K 0.23% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 13,061 $475K 0.04% +6,800 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 13,060 $475K 0.27% +2,229 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 12,939 $470K 0.01% 0 13F-HR Timeline Group Sensible Financial Planning & Managemen… More: the full row for Sensible Financial Planning & Management, LLC. 12,682 $461K 0.08% 0 13F-HR Timeline SWF LLC More: the full row for SWF LLC 12,640 $459K 0.05% 0 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 12,593 $458K 0.2% -545 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 12,455 $453K 0.08% -4,786 13F-HR Timeline Forthright Family Wealth Advisory LLC More: the full row for Forthright Family Wealth Advisory LLC 12,348 $449K 0.28% +4 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 11,943 $434K 0.19% +47 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 11,845 $431K 0.01% +205 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 11,828 $430K 0.06% -5,530 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 11,821 $430K <0.01% +301 13F-HR Timeline Group Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 11,630 $423K 0.11% new 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 11,611 $422K 0.09% 0 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 11,511 $418K 0.03% new 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 11,495 $418K 0.23% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 11,414 $415K 0.09% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 11,404 $415K 0.02% +4,692 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 11,383 $414K 0.05% +60 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 11,236 $408K 0.22% +4,225 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 11,222 $408K 0.02% 0 13F-HR Timeline Group Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 11,100 $403K 0.21% new 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 11,000 $400K 0.05% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 10,734 $390K 0.03% 0 13F-HR Timeline Core Wealth Management, Inc. More: the full row for Core Wealth Management, Inc. 10,599 $385K 0.12% -80 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 10,348 $376K 0.01% -137 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 10,273 $373K 0.29% +2,714 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 10,231 $372K 0.1% -1,273 13F-HR/A Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 10,172 $370K 0.01% +229 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 10,117 $368K 0.02% +1,989 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 10,115 $368K 0.01% 0 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 10,106 $367K 0.49% -143 13F-HR Timeline Longview Financial Advisors, Inc. More: the full row for Longview Financial Advisors, Inc. 9,827 $357K 0.25% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 9,775 $355K 0.01% +1,451 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 9,671 $352K 0.08% +1,966 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 9,645 $351K 0.16% new 13F-HR/A Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 9,529 $346K 0.19% -1,398 13F-HR Timeline DIXON FNANCIAL SERVICES, INC. More: the full row for DIXON FNANCIAL SERVICES, INC. 9,443 $343K 0.16% -184 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 9,374 $341K 0.08% +5 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 9,367 $340K <0.01% +1,591 13F-HR Timeline Group SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 9,324 $339K 0.07% +1,091 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 9,305 $336K 0.02% +37 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 9,073 $330K <0.01% +668 13F-HR Timeline Group TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 9,030 $328K 0.03% 0 13F-HR Timeline KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 8,913 $324K 0.15% -1,101 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 885,642 $322K 5.63% +48,428 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 8,893 $321K 0.26% -4 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 8,810 $320K 0.06% 0 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 8,768 $319K 0.09% -26,108 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 8,625 $314K 0.24% 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 8,424 $306K 0.08% -129 13F-HR Timeline BAYSHORE ASSET MANAGEMENT, LLC More: the full row for BAYSHORE ASSET MANAGEMENT, LLC 8,409 $306K 0.13% +168 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 8,380 $305K 0.01% +4,410 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 411 $303K 0.03% -51,501 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 8,287 $301K 0.18% -149 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 8,269 $301K <0.01% -1,032 13F-HR Timeline Group Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 8,237 $299K 0.17% new 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 8,207 $298K <0.01% +2,215 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 8,110 $295K 0.11% +1,010 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 7,963 $289K 0.2% -385 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 7,962 $289K <0.01% +462 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 7,700 $279K 0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 7,626 $277K 0.17% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 7,579 $275K 0.01% +504 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 7,433 $270K 0.02% new 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 7,271 $270K 0.12% +4 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 7,418 $270K 0.05% -749 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 7,277 $265K 0.04% new 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 7,262 $264K 0.21% 0 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 7,250 $264K 0.19% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 7,239 $263K <0.01% +3,587 13F-HR Timeline Hartmann Taylor Wealth Management, LLC More: the full row for Hartmann Taylor Wealth Management, LLC 7,205 $262K 0.19% 0 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 7,200 $262K 0.02% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 7,177 $261K 0.02% new 13F-HR Timeline Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 7,031 $256K 0.03% -57 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 7,031 $256K 0.06% +91 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 6,906 $251K <0.01% -126 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 6,904 $251K <0.01% +259 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 6,866 $250K 0.1% +18 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 6,788 $247K 0.02% -41,612 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 6,791 $247K 0.06% +622 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 6,692 $243K 0.16% +4 13F-HR Timeline Vestmark Advisory Solutions, Inc. 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